Expert Financial Advisor Gold Coast

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 major life change, or as you approach a new life stage, i.e., you’re getting married, divorced, starting a family, changed jobs, 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.
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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 there is about financial planning and like being presented with tricky situations that require 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.

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Without any bias, financial advisors are worth the investment!

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

Research from a Queensland University of Technology study found that the majority of 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 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 lead astray by inflated projections that never eventuate. There is no way to get rich quick; it takes planning, patience, time, will power, and a lot of 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. If they look good, you can then initiate contact and arrange a face-to-face meeting. Discuss your reasoning for wanting to meet with them, your future ambitions, and any current obstacles you may face. Gauge how they listen to you and take in their suggestions to place you in a healthier financial situation. If you perceive them to be a good fit; you like their investment beliefs, you can be comfortable in knowing you’ve found a good fit.