Visit website

Investment minimums

R1m < R5m

Sean Power

I’m an experienced Certified Financial Planner® with extensive South African and offshore wealth planning experience. My passion for financial planning enables me to guide my clients through the full spectrum of their planning needs. We assist our clients in reaching their goals through a detailed strategy process and aim to distil technical financial advice into actionable long-term plans. As an independent advisory firm, we have a broad range of clients with worldwide portfolios.

183 Albion Springs, Cnr Albion Springs Close & Main Road, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

074 XXX XXXX

sean@ce****************o.za

Reveal contact details

Sean Power

I’m an experienced Certified Financial Planner® with extensive South African and offshore wealth planning experience. My passion for financial planning enables me to guide my clients through the full spectrum of their planning needs. We assist our clients in reaching their goals through a detailed strategy process and aim to distil technical financial advice into actionable long-term plans. As an independent advisory firm, we have a broad range of clients with worldwide portfolios.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

183 Albion Springs, Cnr Albion Springs Close & Main Road, Cape Town, South Africa

Get directions

Contact details:

074 XXX XXXX

sean@ce****************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 protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help ensuring your financial affairs are efficiently structured.

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