Financial Advice


Helping you make sound investment decisions with filtered and considered research.

In an age where you’ve never had greater access to knowledge, the challenge is finding the information that is relevant and useful to you. And more importantly, your clients.

With one of the most comprehensive Approved Product Lists (APL) in the non-institutional financial planning market, Centrepoint’s adviser community benefits from its own in-house research team.

Leveraging our partnerships with external research houses, our advisers enjoy access to:

  • curated research updates covering the latest movements in the investment markets
  • hands on support from investment professionals
  • client review tools through our research partners
  • risk monitoring
  • best practice strategic asset allocation and risk profiles
  • bespoke portfolio construction
  • ongoing education through targeted investment webinars, technical content and presentations.

With a genuine holistic research and investment strategy focus, the support of our dedicated research team enables you to create efficiencies in the way you produce your advice.