What we can do for you!

Our aim is to help people live the life they wish to have!

Through a journey of discovery and education our clients are guided to make the best possible decisions for themselves and their families.  We utilise our in depth knowledge and understanding of relevant financial strategy to help our people to build, protect and enjoy their wealth.

Financial planning is for everyone!  Whether you are saving for a house, starting a family, considering investing, growing your own business or looking at ways to retire with peace of mind , then we are here to tailor a plan that is just for you.

Why choose us?

We all have different goals, dreams and aspirations. Our simple process aims to help you uncover what is really important and tailor a plan that assists you to achieve all that is possible.

As a firm we truely believe in educating our clients to help them make great financial decisions. We want to avoid financial jargon and provide a down-to-earth service that adds value to our clients lives.

Life is a balancing act so let us help you find that balance!

Our advice journey

Our simple 4 step model has been designed to help you easily understand the value of our advice.

So what are you waiting for? Book your free consultation with us today!

  • Where are you now?

    Lets catch up and talk about where you are and where you would like to be.  Help us understand what is important to you and how we can help you achieve your goals.

  • Strategy concepts

    Using our experience and knowledge we will discuss potential strategy concepts that will assist you to achieve your personal goals and objectives.

  • Your path

    We will present our recommendations and ensure you understand the reasoning behind our strategies.  Once fully comfortable with our suggestions we will assist you to implement and begin your path to financial freedom!

  • Reviewing the plan

    Once your initial plan has been implemented it is essential to revisit, review and adjust things as we go.  Life can change very quickly so it is important that your plan changes as you do!

Daniel Pantè

Financial Adviser, Director of Centuria Wealth Management

Daniel Pantè, the founder of Centuria Wealth Management, has over 10 years experience in the Financial Planning industry.  Daniel holds a Bachelor of Business (Financial Planning) from RMIT University with Distinction and a Diploma of Financial Planning (FSTA).  Daniel is an AFP member of the Financial Planning Association of Australia (FPA).

“Being a financial adviser is a great job!  I love to get to know my clients and understand what it is that truely drives and excites them about life.  For me a financial adviser is like a coach, someone to educate, guide, motivate and assist you to make the most out of everything.  It is a privilege to be a small but important part of others lives and the greatest reward of all is seeing clients and their families enjoying life to the fullest.”

Daniel Pante

Daniel Pante

Daniel Pante

Book an appointment

Book your free financial planning session with Centuria Wealth Management today!