Retirement   Redefined 

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

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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.

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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.

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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.

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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.

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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.

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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

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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.

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