Where purpose defines wealth
We grow and protect our clients’ capital and purpose by using their current success as a foundation for their long-term aspirations.
Our mission is to instill lasting confidence in our clients’ ability to pursue their most meaningful life ambitions, regardless of how life unfolds.
WHO WE SERVE
Dedicated to Australia's successful & ambitious families
From navigating a business exit, significant life change, funding the next generation, or aligning a portfolio with philanthropic goals. Centurion Private Wealth partners with individuals and families at pivotal life stages, harmonising significant wealth with their lifestyle aspirations.
Our clients are typically:
Preparing for the next chapter of life with strategic financial planning.
Business owners and executive families that lack time, knowledge or desire to manage complex personal finances.
Those experiencing significant life events such as divorce or inheritance, requiring expert financial guidance.
Multigenerational families and those seeking a family office network without the prohibitive overheads.
Wealth alone is not a plan. Success lies in the quality of the decisions made and the wisdom to align capital with purpose.
Neelan Sornalingam
Managing Director
The key is feeling confident and empowered about how you're living today, while building a financial foundation that allows you to live fully and fearlessly into the future.
Quyen Quach
Adviser | Head of Advice
Material possessions can always be replaced — but time cannot. Building a foundation that prioritises fulfilment, paired with a curated financial plan, allows you to live with purpose and make the most of life’s only truly finite resource; time.
Kosta Zahar
Adviser | Head of Operations
The Centurion Difference
Lifestyle-first philosophy
Most plans start with numbers. Ours start with you.
At Centurion, we begin with your life, not the ledger. Wealth is a tool, not the goal. So we craft strategies anchored in your version of fulfilment. Whether that means security, freedom, or passion, we align sharp financial thinking to personal purpose; turning plans into lives well lived.
Execution with clarity
Clarity doesn’t just feel good. It moves you forward.
We cut through the fog of indecision by understanding the “why” behind your goals, not just the numbers. With true clarity, action becomes instinctive, momentum builds, and opportunities compound. At Centurion, we replace hesitation with confidence, and turn insight into lasting movement.
Future-proof portfolio management
The future won’t look like the past. And that’s exactly the point.
Markets change. So do rules. That’s why we manage portfolios with vision, not nostalgia. We stress-test for what’s next; AI, automation, geopolitical shifts, and position you to navigate disruption and seize upside. At Centurion, we don’t just preserve wealth. We future-proof it.
Our Services
We go beyond portfolio management; we drive outcomes, empower dreams, and guide families through life with confidence and purpose.
Clarity Sessions
A short concise session for those feeling stuck or uncertain about a financial direction.
Holistic Financial Management
Taking care of almost all financial aspects of your life, we can assist, manage, and implement both now and into the future.
Investment Only Service
Access to market leading insights, expert advice and precision timed execution across local and global markets.
The Centurion Collective
The services across our Collective give you access to a holistic perspective of the market and a robust plan for how to deliver on your vision.
