Christmas

The Rich Life Vol 52

December 2, 2021
December and summer have finally arrived, and you can almost hear the collective sigh of relief as 2021 draws to a close. As November drew to a close all eyes were on the new strain of the coronavirus, Omicron. Global shares fell sharply on fears that Omicron will spread more easily than other variants and…
Investing and inflation

Investing in inflation

December 2, 2021
Inflation appears to be firmly on the rise and while that is bad news for consumers it’s not necessarily bad news for investors. In fact, inflation may provide new opportunities. In the September quarter, the consumer price index (CPI) rose 3 per cent year on year, a level previously not forecast to be reached until…
Christmas giving

The gift of giving this Christmas

December 2, 2021
Christmas is a time when we come together to celebrate with our family and friends. And, for those who haven’t been able to see friends and family due to border closures, it will be an even more joyous occasion this year. Gift-giving is typically a big part of celebrating Christmas and provides a great opportunity…
Kicking Goals 2022

Kicking Financial Goals in 2022

December 2, 2021
After a difficult year of COVID disruptions and uncertainty, the summer holidays can’t come quickly enough. It’s a chance to refresh and reflect on the year that was and hopefully set some goals for year ahead. Yet this year more than most, many of us may feel that our personal and financial priorities have shifted…

The New Game | Retirement Income – Financial Standard

November 4, 2021
Managing Director of Centaur Financial Services, Hugh Robertson was featured in the ‘Retirement Income’ addition in Financial Standard – Volume 19 Number 20. “I am deeply concerned that retirees are taking on too much risk to generate income and not understanding how to build a retirement portfolio.” – Hugh Robertson According to Financial Standard, Baby…
tax planning Centaur Financial Services

Centaur Turns 12!

November 4, 2021
We’re 12! In 2009, Centaur Financial Services opened up its doors with Hugh Robertson as Managing Director and we’ve made a pact each and every day to help the lives of our clients achieve their ultimate personal and financial goals. It’s been one hell of a ride but we wouldn’t change it for a thing!…

Market movements & review video – November 2021

November 3, 2021
Stay up to date with what's happened in Australian markets over the past month. Our September…
FS POWER 50 Top 50 - Hugh Robertson

FSPOWER 50 – Hugh Robertson

November 2, 2021
Hugh has been announced as one of the top 50 most influential financial advisers in the 2021 #FSPOWER50 list, published by Financial Standard The 2021 FS Power50 search recognises the most influential financial advisers in Australia, and Hugh along with our fellow AAN Asset Management directors – Marshall Brentnall and Troy Theobald made the list. Hugh was…
November 2021

The Rich Life Vol 51

November 2, 2021
It’s November and we’re off with the race that stops a nation. While this is normally a given, the fact that the Spring Carnival is going ahead, and overseas travel is back on the agenda, is a welcome sign that Australia is getting back to business. All eyes were on the September quarter inflation figures…
Cyber Security

Cyber security – protecting yourself at home

November 2, 2021
Greater flexibility in working arrangements has been a by-product of the pandemic, as working from home has become more widespread. In fact, The Families in Australia Survey: Towards COVID Normal reported in November 2020 that two thirds of Aussies were working from home. While this flexibility has many benefits, it does also bring downsides, such as the…
Retirement income

Retirement income on the house

November 2, 2021
Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices booming, many retirees are finding that the home they have lived in for decades is worth a small fortune, but…
Property and Investments

A helping hand onto the property ladder

November 2, 2021
Buying your first home is always a big step, but with property prices rising faster than pay packets taking that first step seems more challenging than ever. National house prices rose 20 per cent in the year to September, the fastest growth since 1989. Higher prices have also fanned out from capital cities to the…
AAN Investment Update

Quarterly Investment Update – AAN

October 29, 2021
We are delighted to share with you, a copy of the latest AAN Asset Management Quarterly Investment update. This issue includes: • Investor letter & update • AAN Core Model • AAN Growth Model • AAN Australian Model • AAN Index Core Model • AAN Index Growth Model • AAN Sustainable Growth Model To view…
Livewire Buy Hold Sell 3

Buy Hold Sell: 3 essential asset classes and 2 to avoid – Livewire

October 20, 2021
Our very own Hugh Robertson joins Livewire’s James Marlay in yet another special Income Series edition of Buy Hold Sell. In this episode, Livewire drew on the asset allocation expertise of Hugh Robertson from Centaur Financial Services and Charlie Viola from Pitcher Partners. As stated by Livewire in the release of this edition of Buy Hold…
Livewire 2nd meeting

How to build a bulletproof income portfolio – Livewire

October 5, 2021
As a part of Livewire’s annual Income Series, Centaur’s Hugh Robertson joined Charlie Viola and James Marlay to talk through ways to help set you up for retirement.  As shared by Livewire, the trio “discuss why ASFA’s estimated figure for retirement ($640,000 for couples) should be taken with a grain of salt, offer two tips…

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