Centric Wealth Advisory

🔒 FRAUD ALERT: BEWARE OF IMPERSONATORS

We are aware of fraudulent social media profiles and advertisements impersonating Centric Wealth Advisory on platforms such as Instagram, Telegram, WhatsApp, and other social media channels.

Please note:

✅ Centric Wealth Advisory will never solicit investments via social media
✅ We do not request deposits through social media platforms
✅ We do not facilitate investment transactions through social media
✅ We will never ask you to transfer funds based on social media communications

If you are contacted by anyone claiming to represent Centric Wealth Advisory, please exercise caution and verify the communication using the official contact details published on this page before taking any action.

🚨 If you come across a suspicious profile, advert, message, or investment offer claiming to be from Centric Wealth Advisory, please report it to us immediately at [email protected].

𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘁𝗵𝗲 𝗦𝗽𝗿𝗶𝗻𝗴𝗯𝗼𝗸𝘀 𝘃𝘀 𝗕𝗮𝗿𝗯𝗮𝗿𝗶𝗮𝗻𝘀 𝗺𝗮𝘁𝗰𝗵 𝗶𝗻 𝘀𝘁𝘆𝗹𝗲. 🏉

Centric Wealth is giving away 2 tickets to the match on 28 June 2025, including access to the prestigious DHL Hospitality Lounge at DHL Stadium.

This is our way of celebrating connection with our valued community and the game we love.

✅ Simply follow Centric Wealth on LinkedIn to enter (https://www.linkedin.com/company/centric-wealth-advisory).
📆 Entries close: 22 June | Winner announced: 23 June

Already a follower? You’re already in the draw.
Transport not included. Open to South African residents only.

A Comprehensive Shield: Risk Cover is More Than Just Life Insurance

Risk cover, encompassing life insurance, disability insurance, and critical illness cover, is not just about providing for your family after your death. It’s also about protecting yourself and your loved ones from the financial fallout of life-altering events while you are still alive.

Read more: https://www.centricwealth.co.za/a-comprehensive-shield-risk-cover-is-more-than-just-life-insurance/

Evolving Wealth Part 3: Gen X, Risk Averse but Quick to Adapt

Born between 1965 and 1980, Gen Xers have lived through times of economic turmoil, making them the first living generation to be worse-prepared for retirement than their parents. But they’re also equipped with some financial planning superpowers: they think on their feet and never take anything for granted.

Read more: https://www.centricwealth.co.za/evolving-wealth-part-3-gen-x-risk-averse-but-quick-to-adapt/

Wealth Evolving Wealth Part 2: Millennials, a Fresh Take on Values, Habits, and Aspirations

Millennials are typically defined as those born between 1981 and 1996, meaning they’re currently aged 28-43.

So, if you’re within this range (or you know someone who is), read on to discover what might drive your spending habits, career decisions, and investment approaches.

Read more:

https://www.centricwealth.co.za/evolving-wealth-part-2-millennials-a-fresh-take-on-values-habits-and-aspirations/

Evolving Wealth Part 1: Gen Z, Trailblazers of the Digital Investment Era

Born between 1997 and 2012, the youngsters of Gen Z are driving change in the investment world at lightning speed. Unlike the rest of us, they’re totally at home in a tech-driven world. For them, managing money via mobile apps and online platforms isn’t just convenient, it’s essential. Forget slow and steady approaches like retirement annuities (RAs) and unit trusts – Gen Z is all about speed, efficiency, and micro-investing.

Read more: https://www.centricwealth.co.za/evolving-wealth-part-1-gen-z-trailblazers-of-the-digital-investment-era/

It’s easy as an investor to get swept up by market trends: which stocks or funds are outperforming, and where the rand is going. Yet, these are all things that are beyond your control.

Learn three principles of an investment solid strategy. Let’s explore them further.

https://www.centricwealth.co.za/when-investing-focus-on-what-you-can-control/

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Market Update: The Good, Bad and Ugly of Trump’s Return

While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead. South Africa’s JSE All Share Index fell behind, moving sideways during the month.

Read more about Key policy concerns, implications for SA markets, and investment outlook.

https://www.centricwealth.co.za/market-update-the-good-bad-and-ugly-of-trumps-return/

Did you know that you can contribute up to R36,000 per year and a maximum of R500,000 on behalf of each of your children, which left untouched, can create substantial future wealth creation?

Learn more about Tax Free Savings Accounts (TFSA's) which were introduced in South Africa on 1 March 2015.

This investment is completely tax free from interest income and capital gains.

Read more: https://www.linkedin.com/pulse/tax-free-savings-accounts-tfsas-generational-wealth-snipe/?trackingId=th5QjKpiShaqNpMSchfGmQ%3D%3D

Tax-Free Savings Accounts (TFSA's) and Generational Wealth Creation July is National Savings Month, and this article aims to encourage more saving amongst households in South Africa. On 1 March 2015, The South African Revenue Service (SARS) introduced the Tax-Free Investment vehicle in the form a Tax-free Savings Account (TFSA).