Expert Financial Advisor Gold Coast

Centaur can devise a plan that aligns you with your financial goals today, tomorrow, and throughout your retirement. We understand nothing is set in stone, so we offer flexible financial planning and wealth management options to achieve your desired result.

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Retirement Planning

We help you live your best life in retirement by designing a personalised plan.

Wealth Management

Ensuring you have an investment strategy that reflects your goals and wishes.

Financial Advice & Planning

Getting your financial house in order and using industry-leading strategies.

Personal Insurance

Ensuring that you have peace of mind for yourself and your loved ones.

Superannuation Planning

Helping you understand the significance of an actively managed superannuation portfolio.

SMSF Advice

Helping you have more control over your retirement nest egg for greater peace of mind.

Estate Planning

Making sure your wishes are reflected and you are protected.

Debt Management

Some debt is good, and some debt is bad. We will point you in the right direction.

Cash Flow & Budget

The path to wealth starts with understanding what comes in and what goes out.

Multi-Award Winning Gold Coast Financial Advisors

Centaur is an award-winning Gold Coast financial planning firm. We always aim to support your financial future by offering financial planning advice to build wealth, increase income, and reduce debt.

Whether addressing current needs, developing a road map for financial security, planning for retirement, assisting with aged care and pension, or another service, we have quality advice and great strategies to place you on the right track.

Contact one of our Gold Coast financial advisors to secure your consultation today.

Our Gold Coast financial planners provide personal advice on superannuation, personal insurance, retirement planning, share investing, tax advice & planning, estate planning, debt management, aged care, Centrelink and Age Pension, along with other service areas.

Our team hold some of the highest qualifications and awards in the financial planning industry and can deliver expert advice in all areas of financial planning. Whether you want to improve investments, provide financial security for your family, accumulate wealth, plan for retirement, or better understand money and debt, we have the people to bring your dreams to fruition.

“Our financial planning team know how to make you more financially secure and know how to make your money, make you money!“

Centaur works as your partner, assisting you through life’s ups and downs. Everyone wants financial security, to have a clear projection of their money and assets in the years to come – through to retirement and beyond. But reaching the point of financial security seldom happens alone. Nor does it happen overnight. It takes a team of experienced people willing to take the time to really get to know you, your business, your circumstances, and your situation. It also takes a lot of know-how and proven strategies implemented over years and years to achieve your short, medium and long-term objectives. This is precisely what Centaur has to offer.

We focus on building long-term relationships with our valued clients. To know them personally, to provide a better way to manage money and accumulate wealth, and to offer guidance and support through each stage of their life.

When choosing Gold Coast financial advisors, the most important thing is to find proactive advisors who work alongside you and will be with you through the years to offer assistance in each stage of life. As one of the most trusted and recognised financial planning firms, our team works with you, guiding you towards your objectives; supporting your financial security.

We offer first-class Australian financial services and advice for individuals, families, and businesses. Starting with a no-obligation consultation, we seek to understand your situation and goals. Then we cultivate a personal strategy to get you, your family, or your business on the right track.

Contact us to book a chat today.

gold coast financial advisor
Barrons Adviser Top 100_2022
FS Power50 2022
IFA 2022 FINALIST - Holistic Adviser of the Year
IFA 2022 FINALIST - Client Servicing Company of the Year
IFA 2022 FINALIST - Goals-Based Adviser of the Year
IFA 2022 FINALIST - Investment Adviser of the Year
IFA 2022 FINALIST - Practice Principal of the Year
FS POWER50 2021
IFA 2021 FINALIST - Self-Licensed Firm of the Year
IFA 2021 FINALIST - Practice Principal of the Year
IFA 2021 FINALIST - Investment Adviser of the Year
IFA 2021 FINALIST - Holistic Adviser of the Year
IFA 2021 FINALIST - Goals-based Adviser of the Year
IFA 2021 FINALIST - Client Servicing Company of the Year
IFA Advice Firm Finalist 2020 - Self-Licensed Firm of the Year
IFA 2020 FINALIST - Client Outcome of the Year
IFA 2020 FINALIST - Investment Adviser of the Year
IFA Advice Firm Finalist 2019
IFA 2016 WINNER - Goal-Based Adviser of the Year
FS Power50 2020 - Most Influential Adviser
FS Power50 2018 - Most Influential Adviser
AFA - Adviser of the Year Winner 2018
2018 Centerpoint Alliance Advice - Firm on the Year Finalist
IFA 2016 WINNER - Best New Licence
clarity in financial planning
financial planning gold coast

Unlocking Clarity in Financial Planning

Financial advisors help you reach your financial goals.

Simply put, a financial advisor, or financial planner as they are also referred to, develops action plans to align you with your goals. They devise bespoke strategies to eliminate risk and build wealth for people over the long term. The situation and objectives of each client are unique; thus, a unique action plan is always provided to get clients where they need to be in the most efficient manner.

It’s never too early to meet with financial planners.

There is no bad time to meet with a financial planner. In fact, the sooner you meet with Centaur’s Gold Coast financial planners, the sooner we can devise a financial plan to get you or your business on a winning path. If you are looking for a specific time, it would be during a significant life change or as you approach a new life stage, i.e., getting married, divorced, starting a family, changing jobs, or looking to retire.

Planning should always be considered a long-term process; put in the work now for a more prosperous future. Every day you delay will likely reduce your long-term nest egg.

Contact us to arrange a consultation today.

Centaur is a proactive financial planning firm.

We are not like other financial planning firms. We strive to deliver excellence in every area of our service, from the initial meeting, through all life stages of our clients. We want clients to know how they are financially positioned and to understand the steps needed to ensure their objections are met.

We know everything about financial planning and like being presented with tricky situations requiring expert advice and professional know-how. We have a Gold Coast financial planning service to meet all needs and can devise a proactive solution for individual and business needs.

Whether you live on the Gold Coast, Brisbane, Sydney, or Melbourne, contact us to arrange a consultation today.

Without any bias, financial advisors are worth the investment!

One of the most frequently asked questions surrounding financial planning is whether or not it is worth using an advisor. Granted, some people can gain riches without professional assistance, but statistics prove that financial advisors contribute to greater cash management and investment gains.

Research from a Queensland University of Technology study found that most clients viewed financial advice as making a positive contribution to their financial well-being. Moreover, they also agreed it was favourable to psychological well-being factors. 83% agreed that it improved their sense of security, 82% agreed that it improved their financial well-being, 78% agreed that it improved their sense of control, and 77% agreed that it heightened their peace of mind.

Additional studies by Vanguard and Russell Investments found that a good financial advisor can increase investor returns by 3–3.75%, respectively.

Conduct research and arrange a face-to-face meeting

Finding the best financial advisor isn’t easy, especially if you don’t know what to look for. It’s easy to be led astray by inflated projections that never eventuate. There is no way to ‘get rich quick’; it takes planning, patience, time, willpower, and determination; a good advisor will explain this and serve you with realistic expectations.

An excellent way to locate a suitable advisor is to look at their experience, services, and online reviews. You can initiate contact and arrange a face-to-face meeting if they look good.

Discuss your reasoning for meeting with them, your future ambitions, and any obstacles you may face. Gauge how they listen to you and take their suggestions to place you in a healthier financial situation.

If you perceive them as a good fit, you like their investment beliefs, you can be comfortable knowing you’ve found a good fit.

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