Retirement   Redefined 

Multi-award-winning Gold Coast
financial advisers and wealth managers.

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  • 2018 Centerpoint Alliance Advice - Firm on the Year Finalist
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Retirement isn’t an age or a finish line. It’s about choices.

  • To travel while you’re healthy enough to enjoy it.
  • To help your kids without second-guessing.
  • To spend your days doing what feels meaningful.

At Centaur Financial Services, we help you create the financial clarity and confidence to make these choices, knowing the numbers stack up.

Financial Advice for
Professionals, Business
Owners and Retirees.

Clarity and direction when the stakes are high.

Professionals getting retirement ready

Professionals getting retirement ready

You’ve worked hard to get here and want to know exactly when work becomes optional.

We’ll help you structure your wealth, super and tax so your lifestyle is supported and your plans are clear.

Pre-retiree advice
Business Owners planning freedom icon

Business Owners
planning freedom

You’ve built something you’re proud of — but most of your wealth lives inside the business.

We’ll help you turn that success into lasting financial freedom, so you can eventually exit on your terms and know your future is secure.

Advice for business owners
Retirees fine-tuning for peace of mind icon

Retirees fine-tuning for peace of mind

You’re already retired but want to fine-tune your finances — making sure your money lasts the distance.

We’ll help you balance lifestyle, longevity and legacy, so you can live richly in every sense of the word.

In-retirement advice
Lump-Sum investors future proofing icon

Lump-Sum investors
future proofing

An inheritance, redundancy, or business sale can change your financial picture overnight.

We’ll help you invest wisely, protect what matters, and create income streams that support your next chapter.

Lump sum investing
Centaur Financial Services team of Gold Coast financial advisers in Robina
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Wealth done wisely

There’s no shortage of hype about money.
Hot tips. Fast wins. Bold promises.
We don’t do any of that.

Since 2009, Centaur Financial Services has guided hundreds of clients through life’s biggest transitions with a proven approach.

  • We solve problems.
  • We simplify lives.
  • We deliver confidence.

That’s the Centaur way.

Book A Meeting About Us
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  • barrons
 
 
 
 
 
 
 
 
 
 
 
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 H 
 
 
  
Amazing people, professional and reassuring. Anthony and Montana have gone above and beyond helping us with our financial planning.
  
 
 
 
 
 
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 Scott 
 
 
  
A very big thankyou, to you, Montana, Nick & everyone at Centaur!

We really appreciate everyones help & professionalism in sorting out the financial issue we faced.
I can cannot stress enough how good our entire experience was with Centaur, and I have already been telling all our family & friends.
  
 
 
 
 
 
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 Janet 
 
 
  
My husband and I have been a client of Centaur since we sold our business and retired in 2023.  We needed help to invest for our future.  Hugh and Anthony explain things in easy-to-understand language and are ready to answer any questions you may have.  We have been pleasantly surprised at how on target their recommendations are and have no hesitation in recommending them to anyone, no matter what age, who is unsure on how to invest safely for their future.
  
 
 
 
 
 
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 B 
 
 
  
I recently had a very helpful discussion with Hugh Robertson from Centaur Financial Services on the Gold Coast. Hugh was generous with his time and provided clear, practical insights about superannuation, tax strategy and long-term investing. I particularly appreciated the emphasis on education and understanding the structure behind financial decisions rather than simply being told what to do. Hugh also shared some excellent resources, including insights from Noel Whittaker and broader market perspectives, which were very useful. A professional and knowledgeable team — well worth speaking with if you’re looking to better understand your financial strategy.
  
 
 
 
 
 
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 Tracy 
 
 
  
Going through the minefield of finding someone to trust with ones finances is very stressful.
Finding someone like Hugh Robertson to handle ones affairs is like finding treasure.
I would not hesitate in recommending his care in any Financial matters and his support team are all very attentive.
Regards Tracy
  
 
 
 
 
 
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 Phil 
 
 
  
We have been with Hugh Robertson and his team at Centaur Financial Services for about 3 years now and glad that we made the change. They are a very professional team who are only a phone call away - they really care about giving the us the best advice on the management of our retirement nest egg.
  
 
 
 
 
 
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 Dave 
 
 
  
We first started using centaur financial advisors in 2015 on recommendation from a friend when we were a small business and are now retired in 2025 and we are very particular in who looks after our life savings. I would not hesitate to recommend Hugh and his team after 10 years and especially Nick Georgopoulos who is looking after us personally, all our questions are answered and after each meeting we come away feeling secure, yours faithfully David and Shona Crabb
  
 
 
 
 
 
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 Melissa 
 
 
  
I’ve been with Centaur for many years and feel completely in safe hands. Hugh and Anthony take a personal approach, giving sound advice and making sure everything we discuss actually gets done. They’re proactive with updates, quick to respond, and consistently reliable - qualities that have built a lot of trust over the years. I’d happily recommend them to anyone looking for a financial planner!
  
 
 
 
 
 
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 Des 
 
 
  
Always very professional service with the team exploring our needs and offering solutions.
  
 
 
 
 
 
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 Lynne 
 
 
  
We love that we are treated as friends not clients & trust Hugh & his team to provide the best outcome for our investment . Highly recommend

Our clients tell us working with Centaur feels like…

A weight of uncertainty has been lifted

A weight of uncertainty has been lifted

Clear-headed confidence

Clear-headed confidence

Living without the handbrake on

Living without the handbrake on

Gold Coast financial advisers meeting with clients in the Centaur boardroom

Financial advisers help you make informed decisions about your money, aligned with what’s important to you.

At Centaur Financial Services, our Gold Coast financial advisers specialise in pre-retirement and retirement planning. We help you plan with clarity, structure your finances wisely, and build strategies around investing, tax, super and estate planning that give you complete clarity about your next chapter.

Our role is to take the stress out of growing, protecting and sharing your wealth and help you feel calm, organised, and in control.

Contact us to arrange an introductory call today.

You might need a financial adviser if you’ve reached a point where money decisions feel too important — or too complex — to handle alone.

Key moments when seeking financial advice makes the most sense:

  • You’re planning your exit from business
  • You’re 5-10 years from retirement and want to know if you’re on track
  • You’ve received a lump sum (inheritance, redundancy, or business sale)
  • You’re already retired but want to make sure your money lasts

Financial planning works best as a long-term partnership. The sooner you start, the more time your money has to work for you – and the clearer you’ll be about what’s actually possible.

Contact us to arrange a 15min introductory call today.

We are retirement planning specialists.

Since 2009, Centaur Financial Services has specialised exclusively in pre-retirement and retirement planning for families, business owners, and professionals across Australia. It’s all we do – which means we do it better than anyone.

What sets us apart:

We handle the tricky stuff – business exit strategies, lump sum decisions, tax structures, aged care planning – so you know exactly where you stand and what steps to take next.

Our Founder and CEO, Hugh Robertson, is one of Australia’s most awarded financial advisers and was mentored by financial planning industry legend Noel Whittaker.

Short answer: yes — when done well. The real value of advice goes beyond dollar returns. It’s about confidence, avoiding costly mistakes, and staying steady through uncertain times.

Research by the Financial Advice Association Australia found that Australians with advisers report higher financial confidence, satisfaction and quality of life, even amid cost pressures. 

But it’s not just about feeling better – research by Russell Investments shows that working with a financial adviser can add between 1.5% to 5.7% a year in quantifiable value through better asset allocation, tax-efficient strategies, and behavioural coaching that keeps clients from making costly emotional decisions during market downturns.

For those planning retirement, a specialist retirement financial adviser like Centaur Financial Services, helps you navigate complex decisions around super, pensions, aged care, estate planning, and tax structures – decisions that can make or break your retirement lifestyle and family wealth.

Contact us today to book an introductory call with a Centaur Financial Services financial adviser.

There’s no magic number — every advice business specialises differently, and we focus on people navigating life’s big financial transitions.

We work best with clients who are:

  • Family business owners  (typically $1m+ turnover)
  • Professionals 5–10 years from retirement (household income $250k+)
  • Managing a lump sum ($200k+) — from inheritance, sale, or windfall
  • Already retired ($1m+ in assets outside the home)
  • Juggling complexity — multiple properties, trusts, business structures, or family wealth

If you’re at the stage where money decisions feel too important to get wrong, we can help you plan with clarity and confidence.

If you’re still working on building your financial base or paying down debt, we might not be the right fit just yet — but we’ll gladly point you toward resources to get you started.

Learn more about who we help.

Your first meeting is complimentary — it’s a chance to see if we’re the right match.

In Australia, the terms financial adviser and financial planner mean the same thing. Both are qualified professionals who provide personal financial advice that’s tailored to your goals and circumstances.

At Centaur, we’re licensed, experienced financial advisers — trusted by clients across the Gold Coast and beyond to simplify complex decisions and help them retire with confidence.

Book A Meeting