Our Clients

We offer a range of services that span across different financial
stages. From addressing individual financial challenges to managing
complex family legacies and catering to corporate financial needs,
Centillion Wealth Advisory provides holistic solutions. Our goal is to
align our expertise with your unique aspirations, ensuring financial
growth, stability, and success at every stage of your personal or
business journey.

Accumulating Wealth

At Centillion Wealth Advisory, we cater to a diverse clientele spanning young professionals, mid-career executives, and those approaching retirement.

Accumulating Wealth

Ever feel like you’re juggling a million balls, including your finances? You’re not alone. We get it. Whether you’re just starting in your career or climbing the corporate ladder, we’re here to help. We know the challenges you face – from balancing your spending and investment strategies to figuring out how to minimise taxes. And let’s not forget about planning for the big life moments like buying a home or sending the kids off to university. Whatever it is, we’ve got your back. At Centillion, we don’t do cookie-cutter solutions. We’re all about tailoring a plan just for you. Think personalised investment strategies, smart tax planning tips, and a roadmap to your financial goals that makes sense and resonates with you.

Transitioning to Retirement

We serve a varied of mid-career to early retirement stages clientele.

Transitioning to Retirement

You’ve built a successful career and amassed wealth, but is it truly enough and is it structured optimally? At Centillion Wealth Advisory, we specialise in guiding accomplished professionals like yourself through the complexities of the wealth journey. We understand the transition you’re navigating – you’re moving past the responsibility of paying for your children’s education and you’re nearly settling your major debt. Now, your focus shifts towards leveraging the surplus cash to fortify your retirement provision and legacy. Your goals matter. Whether it’s securing a comfortable retirement or ensuring your wealth endures for generations, we’re dedicated to helping you achieve them. For us, there’s no one-size-fits-all approach. We’re committed to crafting a personalised plan tailored precisely to your needs and aspirations. Together, we’ll chart your financial course and ensure you’re positioned for success at every turn.

Preserving and Transferring Wealth

We specialize in supporting established families navigating intricate financial structures and multi-generational wealth concerns.

Preserving and Transferring Wealth

If you’re at the helm of a flourishing family and significant wealth, Centillion Wealth stands as your distinguished choice. As the visionary individual pioneering the accumulation of wealth in your family, we offer tailored solutions to ensure that this success is enduring. From prudent estate planning to seamless intergenerational wealth transfer, our services are meticulously crafted to preserve and perpetuate your family’s prosperity for generations to come. We tailor our approach to match your family’s distinct dynamics. This means providing customized estate planning strategies, seamless succession plans, and expert guidance on realizing your philanthropic aspirations. Together, we’ll safeguard your family legacy, facilitate smooth wealth transfer, and ensure your philanthropic endeavors leave a lasting impact for generations to come.

Family Businesses and Corporates

At Centillion, we focus on assisting businesses across various stages, from startups to well-established corporations.

Family Businesses and Corporates

We are all about helping businesses thrive, no matter where they are in their journey. From startups to established corporations, we’ve got your back. We know running a business comes with its fair share of challenges, whether it’s managing finances, optimizing employee benefits, or planning for the future. Our tailored strategies are orchestrated to achieve stability, foster growth, and make sure you’ve got a solid plan in place for whatever comes your way. Whether you’re thinking about retirement or planning your exit strategy, our specialized team is here to guide you every step of the way. With Centillion, you’re not just a business – you’re part of our family. Let’s work together to take your business to new heights!

What our clients have
to say

I am writing firstly to thank you, especially for your support over the past year without my husband and my first year being a widow. It has not been easy emotionally and quite an adjustment financially. However, Centillion made things easy for me, which I truly appreciate. I am also so happy with how my portfolio is doing. You've made investing easy and fun. The team is full of amazing people, and I am proud to be a client

Busisiwe (41) Administration Health Services

Centillion's service is extreme personal! It shows that you care and are interested in my goals. Your services came at exactly the right time for me, when I was about to (unknowingly) change jobs. You walked me through the path, were straight forward, and understood my requirements. I have complete trust in you and your services, and I highly recommend your service. You are my one stop shop!

Lusanda (43) Lawyer

There are a number of things I have appreciated in our dealings together, never having worked with a financial planner before:
1. You listen and impart your knowledge in a confident and measured way. As the customer I never feel pressured into anything but feel I have my options clearly laid out by you. 2. There is also the comfort of knowing that you are not punting "the house brand" of investments and are open to shopping all available options for your customer. 3. Lastly, what one learns as the customer is appreciated, and one is left with a feeling of "What can we do next".

James (45) General MAnager, Mining

Start taking control of your finances today.
Book your appointment now and let us help you achieve
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