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Investment minimums

R1m < R5m

Charles Mc Allister

Charles is an experienced Financial Planner with extensive UK and South African regulatory experience. Charles McAllister was voted the runner-up in the Top Relationship Manager category of the highly prestigious Intellidex Top Private Banks & Wealth Managers Awards in 2021. Charles has the singular gift of being able to turn complex financial concepts and jargon into comprehensible, tailormade solutions that are both appropriate and relevant to each client’s specific needs. Charles holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation and is a Certified Financial Planning® Professional.

Cube Work Space, Albion Springs, Newlands, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

076 XXX XXXX

charles*******************o.za

Reveal contact details

Charles Mc Allister

Charles is an experienced Financial Planner with extensive UK and South African regulatory experience. Charles McAllister was voted the runner-up in the Top Relationship Manager category of the highly prestigious Intellidex Top Private Banks & Wealth Managers Awards in 2021. Charles has the singular gift of being able to turn complex financial concepts and jargon into comprehensible, tailormade solutions that are both appropriate and relevant to each client’s specific needs. Charles holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation and is a Certified Financial Planning® Professional.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Cube Work Space, Albion Springs, Newlands, Cape Town, South Africa

Get directions

Contact details:

076 XXX XXXX

charles*******************o.za

Reveal Contact Details

About

About Centric Wealth Advisory

Centric Wealth Advisory is one of South Africa’s few truly independent wealth advisory companies. We advise a select group of successful professionals, business owners, entrepreneurs, retirees and their families, and construct investment strategies based on their goals and aspirations. We are an FPI Approved Professional Practice.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.