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Posts tagged with Centric Wealth

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The 'Volkswagen of financial services' revs up as Findex drives efficiency gains from acquisitions

It was the former French president Charles de Gaulle who is reported to have asked: “How can anyone govern a country that has 246 different kinds of cheese?” Governing any…

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Findex adds a third arm as it takes financial planning online

Fresh from its successful bid for financial planning business Centric Wealth, Financial Index Wealth Accountants (Findex) has launched an online advice offering. Called Movo, the launch gives Findex presence in…

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Retention key to acquisitions as Findex offers financial planners an alternative to institutions

The days of Financial Index Wealth Accountants (Findex) flying under the radar are long gone. An acquisition reportedly worth $130 million will tend to do that. Over the past 10…

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Centric board green-lights takeover bid

Long-running ownership uncertainty surrounding financial planning group Centric Wealth has ended after its board unanimously approved an 8.9c-a-share takeover bid from Financial Index Wealth Accountants. The founder and chief executive officer…

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Findex to acquire Centric Wealth

Financial Index Wealth Accountants (“FIWA“ or “Findex”) has entered into a Bid Implementation Agreement (“BIA”) with high net worth advisory firm Centric Wealth Ltd (“Centric Wealth”), under which Findex has…

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ASIC works the web

Financial planning firm, Centric Wealth, has commended the Australian Securities and Investment Commission’s crackdown on false advertising from insurance websites. Centric Wealth’s joint head of group risk and corporate benefits,…

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Aged-care system changes add to complexity

Private equity-backed financial planning firm Centric Wealth has warned that sweeping changes to the aged-care system will add further complexity for elderly Australians and their families, but create opportunities for…

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Centric champions in-house solutions

Centric Wealth, the financial services company backed by CHAMP Private Equity, will develop new in-house investment solutions for financial advisers and their clients as part of plans to expand its…

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Kearns to tackle FoFA … and the sooner the better

Former Wallaby Phil Kearns has been in the hot seat at Centric Wealth for five months and reflects on industry reform and the road ahead. After seven years at Investec, Kearns felt the need for a new challenge and started his new role as CEO of Centric in December last year.

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CHAMPing at the bit

Backed by an ambitious venture capital partner, Centric Wealth aims to capitalise on a shake-up in the non-aligned sector. Simon Hoyle reports Within three years or so, Centric Wealth aims…

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