Central Wealth Financial Planning is a reputable financial services firm committed to upholding ethical standards and professional practices in line with the Financial Planning Association’s Code of Professional Practice. With a holistic approach to financial planning, they view money as a means to an end and consider various aspects like estate planning to provide comprehensive financial advice. Their partnership model ensures ongoing support and collaboration with clients and their professional advisers to achieve long-term financial goals.
Founded by Director Michael Grech, a seasoned financial planner with extensive experience and expertise, Central Wealth specializes in retirement planning and offers a disciplined investment process to optimize the balance between risk and reward. The team at Central Wealth combines research, expertise, and tailored strategies to help clients protect and grow their wealth in today’s uncertain global environment. With a focus on creating lasting partnerships, they aim to provide expert financial care and support for clients and their families.
Central Wealth Financial Planning’s services extend beyond traditional financial planning to include investments, superannuation, income protection, and life insurance. Their team, led by Michael Grech and supported by professionals like Daniel, is dedicated to understanding clients’ unique situations and goals to deliver personalized financial solutions. With a commitment to excellence and client satisfaction, Central Wealth strives to empower individuals to achieve financial security and success.