Centaur Financial Services
Centaur Financial Services is a leading financial planning practice based on the Gold Coast. We are recognised for working one to one with our clients to help deliver the best outcomes for their current and future needs.
Securing your future is about so much more than just managing money. At Centaur we use a proven approach integrating all aspects of your life, your goals and your values, putting in place a plan that works and making a commitment to reviewing your plan along the way.
At Centaur we work as your financial partner to support you and advise you on this journey with a strong commitment to long term planning, respecting the uniqueness of every situation and promoting financial education.
Through our relationships we have access to services involved in accounting, lending, and legal matters, as well as leading international investment houses, and the most current information to ensure our clients have uncapped potential in reaching both their lifestyle and financial goals.
While we have been delivering financial planning solutions to the local Gold Coast community since 1996, Centaur Financial Services as we know it today was established in 2009. Our team of professionals have over 55 years combined experience in financial management, along with internationally recognised qualifications including Certified Financial Planner (CFP) status which is the highest professional qualification in the industry. Centaur Financial Services is also backed by the Australian Advice Network (AAN), a boutique financial services Australian Financial Services Licence (AFSL) that has been built to provide consumers with the advice they have been asking for and deserve.
Centaur is a local business at heart and an active member of the Gold Coast community, centrally located at Palm Beach.
What our clients have to say…
I thought I had everything under control and that I knew what I was doing, but when the superannuation rules changed, I realised I needed to work with someone who’s job it was to read about this stuff every day. Not only did my Financial Planner help me to put in place a good plan, but they also invited me along to some seminars so that I could keep learning more about what was going on. I really liked that.
– John, Southport
When Mum passed away, my brothers and I were devastated. Let alone having to cope with sorting out all of Mum’s possessions, we also had to sort out the financials which I didn’t know too much about. Our Financial Planner was very compassionate and took care of everything for us, and was very respectful of Mum and also our family situation.
– Mavis, Tweed Heads
We’re worked hard all our lives, we’ve saved and even done a bit of gearing, but our financials needed a check up to make sure we were on track to retiring early. Our Financial Planner made everything make sense, and I really felt back in control. Also as a nice surprise, he found out we were paying too much tax and gave us some advice which is now saving us a few thousand a year.
– Gary and Wendy, Palm Beach