Services

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.

Centillion Consult

At Centillion Wealth Advisory, we cater to a diverse clientele spanning young professionals, mid-career executives, and those approaching retirement. Clients face challenges such as balancing spending and investment strategies, optimizing tax efficiency, and planning for future financial milestones. Their aspirations centre around securing wealth growth, effective tax planning, and preparation for retirement alongside other life goals. We address these by offering tailored financial planning services, from comprehensive investment strategies to retirement planning. Our holistic approach includes personalized tax optimization methods and guidance to navigate crucial financial milestones, ensuring clients achieve their aspirations while maintaining financial stability at every life stage.

Private Wealth

We serve a varied of mid-career to early retirement stages clientele. At Centillion Wealth Advisory we oversee the management of challenges associated with managing post-expense life phases, such as educating children and clearing debts. We additionally seek to support generating wealth and preservation, managing a variety of investments, and tax strategy optimization. The main objectives are to attain growth, stability, and flexibility in finances in order to achieve future milestones such as retirement. To tackle these issues, Centillion provides individualized financial planning services, such as customized investment plans, advice on debt management, and tax optimization. Our all-encompassing strategy seeks to guarantee financial growth, stability, and adaptability by coordinating clients' goals with detailed plans for their financial future.

Family Office

We specialize in supporting established families navigating intricate financial structures and multi-generational wealth concerns. Our focus lies in addressing challenges like estate planning, facilitating intergenerational wealth transfer, and enabling philanthropic endeavors. At Centillion Wealth Advisory, our tailored strategies aim at preserving family wealth, ensuring seamless succession planning, and assisting in fulfilling philanthropic aspirations. We offer comprehensive solutions that safeguard family legacies, streamline wealth transfer, and provide strategic guidance for achieving philanthropic objectives.

CWA Corporate

At Centillion Wealth Advisory, we focus on assisting businesses across various stages, from startups to well-established corporations. Our suite of financial services caters to businesses seeking support in managing corporate finances, optimizing employee benefits, and planning seamless business successions. We address the challenges faced by these entities by providing tailored strategies that aim at achieving financial stability, fostering growth, and facilitating strategic corporate planning. For entrepreneurs seeking exit solutions or retirement funds managed by trustees and principal officers, our specialized division ensures comprehensive and effective financial management to meet their aspirations and secure long-term success.

Accumulating Wealth

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

Transitioning to Retirement

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

Preserving and Transferring wealth

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

Family Businesses and Corporates

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

What our clients have to say

There are a number of things I have appreciated in our dealings together, never having worked with a financial planner before:
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- 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 clearly by you.
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- 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.
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- 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.

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Centillion’s service is extremely 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.
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I have completed trust in you and your services and I highly recommend your service. You are a one stop shop!

Lusanda (43)

Lawyer

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I am writing firstly to thank you, especially for your support over the past year without my husband and my first year of 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.
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The team is full of amazing people and I am proud to be a client.

Busisiwe (41)

Administration Health Services

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