Elevating Wealth Potential
through True Wealth Financial Group

We prioritize you and your clients as the focal point of all our endeavors. We hold a steadfast belief in the significance of financial advisors. They merit a superior, more nurturing environment – a place where both they and their clients can truly thrive

About Us

Why Us

Unlock Your Potential with True Wealth Financial Group. Our AFSL partnership is your pathway to success. Backed by experienced experts, we offer personalized guidance, innovative tools, and adaptable fee models. Embrace growth through diversified services, all while navigating compliance effortlessly. Choose us for a dynamic journey towards financial excellence.

We offer unparalleled support services, client resources,
and comprehensive training tailored for professionals in the financial services sector

Lead Generation

Our advisers stand out with the support of our cutting-edge tools for client engagement, lead generation, and client recruitment, placing us at the forefront of the industry

Expand Your Portfolio of Services

If you're seeking growth, our assistance can facilitate the expansion of your service offerings, enhancing client engagement and opening doors to increased revenue possibilities

Practical Compliance Solutions

Our approach to compliance is grounded in practicality, aiming to efficiently manage the inherent risks of financial advice for both you and your clients, fostering a supportive environment

Open Approach

Incorporating an accessible strategy, our client-centric Approved Product List (APL) is designed to address the tangible requirements of both you and your clients, unrestricted by institutional limitations

Adaptable Fee Structures

We provide a selection of customized fee models designed to align with your current situation and the trajectory of your business in the coming years

Seamless Onboarding Experience

When you're prepared to initiate your application, our online procedures are meticulously crafted to ensure a hassle-free process

Join the team

Schedule a free consultation

We prioritize you and your clients as the focal point of all our endeavors. We hold a steadfast belief in the significance of financial advisors. They merit a superior, more nurturing environment – a place where both they and their clients can truly thrive.

Our Services

Elevating Financial Futures, Together

01

Advice Solutions

Whether you function autonomously under your personal Australian Financial Services License (AFSL) or aspire to align with our license, Centrepoint Alliance offers exclusive and tailored assistance that provides you the freedom, authority, and assistance required to effectively manage your business – according to your preferences.

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02

Investment solutions

Our investment management solutions encompass a research-oriented, top-tier strategy for constructing model portfolios. We access globally renowned investment managers through various platforms, encompassing ETFs, managed funds, and implemented portfolios.

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03

Technology solutions

Our priority lies in ensuring your access to cutting-edge technology, finely tuned to streamline advice generation and practice management, simplifying your operations.

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