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How it works

Monitor valuations and performance

Centric allows you to understand how your account balance changes over time. Monitor your portfolio performance and view it over multiple horizons or selected customised timeframes. You can also review your asset allocation and select from a range of performance methodologies.

View reports anytime

Access a suite of consolidated reporting and view key details of your Centric holdings. Collaborate with your accountant and other selected financial representatives by providing them with secure read-only access to your Centric portfolio.

Customise your dashboard

Your Centric dashboard is a convenient space to view your net wealth anytime, anywhere. Access your portfolio performance, top holdings, asset allocations and transactions. You can also share access with your financial adviser, accountant and other financial representatives.

Create your complete wealth view.

Hold multiple accounts and manage different types of assets in one platform.

Term Deposits

You can opt to have your term deposit automatically reinvested. We offer flexible options to efficiently manage your term deposit investments.

Managed Funds

If you're interested in achieving some diversification, managed funds may be a convenient investment option.

ASX Listed Securities

When you invest in listed securities, your dividends may be reinvested or deposited into your Centric Cash.

Managed discretionary accounts

Your portfolio will be invested and maintained in accordance with your instructions, objectives and program.

Cash solutions

Centric Cash is integral to your account and represents the cash in your portfolio, including any cash held in a managed account.

Investment Menu

Access our investment menu for the full list of investment options.

Interested in learning more?

We've compiled answers to frequently asked questions.

View the FAQs