Why choose Wealth Central?

The core team at Wealth Central draws upon many years of experience across financial services, client strategy and system engineering, and they combine this with a passion for finding innovative solutions to the day-to-day challenges you and your clients face.

14 day trial offer

80% of Australians don’t
have a financial plan.

At Wealth Central we believe all Australians deserve to be able to prosper financially. But we know that most people find the idea of wealth planning just too overwhelming.

Our mission is to
change this.

We have developed a scalable series of online tools that are designed to be intuitive, engaging and simple to use – and that turn wealth management from a chore to a delight.

How this helps you
help your clients.

Our secure, interactive solutions encourage your clients to share detailed information with you. All of which you can use to improve and personalise your offering to them.

What we can do
for you.

We work with you to pinpoint your organisation’s needs. Whether the solution is one of our existing tools, or a fully bespoke, integrated and branded execution, we’ll deliver it.

Who uses our

We offer our services to a range of clients, from independent financial advisors to larger advice firms, superannuation and insurance providers as well as retail banks.

Our promise to you –
and your clients.

Our agile working model and range of expertise is available to you at every stage of our journey together. Because your – and your clients’ – satisfaction is our measure of success.