Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 Information
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Summary
Centric Wealth Advisory is an award winning privately owned and managed wealth advisory business. In 2022 and 2023 we were awarded the Boutique Wealth Manager of the year in the Krutham (formerly Inte...Show more
Organization Website | centricwealth.co.za |
Social Links |    |
Phone Number | 087 292 9371 |
Industries | |
Headquarters Location | 183 Albion Springs, Cnr Albion Springs Close and Main Road, Cape Town, Western Cape, 7700 ZA |
Employees Size | 10-50 employees |
Specialties | Intergenerational planning, Investment Planning, Retirement Planning, Risk Planning , Behavioral Finance, Succession Planning, Fiduciary specialist, Offshore Investments, Employee Benefits, Family Office |
Founded | 2017 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1984 | - | 25 - 100 | 10.1M | $0 | |
| 2013 | Privately Held | 10-50 | - | $- | |
| 2008 | Privately Held | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 shows a diverse range of experience levels:
29% for 1–2 years14% for 3–4 years14% for 5–7 years14% for 8–10 years29% have over 11 years of service at Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023Discover More
Contact top employees from
Centric Wealth Advisory - SA's Top Bo...
Taahirah Neumann
Client Services Coordinator
Sean Power CFP®
Wealth Advisor
Charles Mc Allister CFA
Co-Founder/ Executive Director
Shireen Losper
Trainee Para-Planner
Sean Johnston
Certified Financial Planner® | Wealth Manager | Fiduciary Practitioner
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FAQ
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 operates in the Finance industries. More details can be found on the official website: centricwealth.co.za.
The headquarters of Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 are located in Cape Town, Republic of South Africa.
You can contact Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 by phone at 087 292 9371.
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 currently employs 10-50 people.
Well-known competitors of Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 include RBF Wealth Advisors, Inception Wealth Group and Nicholas Wealth Management.
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