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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Financial Services

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 complimentary consultation today.

Our Gold Coast financial planners provide personal advice on superannuationpersonal insuranceretirement planning, share investing, tax advice & planningestate planningdebt managementaged careCentrelink 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 complimentary 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 arrange a complimentary consultation today.

gold coast financial advisor
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.

Contact us to arrange a complimentary 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.

As Seen In:
I am what you would term a DIY-er & was apprehensive employing the services of a financial advisor. But what a positive experience it's been with Bobby & all the staff at Centaur! Definitely more cost effective (& sanity saving!) than having to do it all ourselves.Their communication skills are excellent, no matter your level of education, they patiently worked out & explained in easy to understand terms all options available to us, without any pressure. With their up-to-date knowledge & close relationships with industry & government institutions, we are 100% confident our financial security is in the best hands. It was a completely stress-free process, we can now enjoy retirement.Would not hesitate recommending Centaur to anyone requiring financial assistance.
Rob Hutchinson
Rob Hutchinson
1707181804
Nick and the team at Centaur went above and beyond to help my mum plan and organise finances for my fathers aged care placement. Nick helped my mum with other paperwork even after his job was complete. Nothing was too much trouble. The advice he gave was imperative to my family’s future. When Dad died the Centaur team sent flowers and condolences to our family which was very unexpected. I could not recommend them highly enough. Thanks Nick and team.
gabb philbrook
gabb philbrook
1699682516
I have been dealing with this company for years absolutely love themHugh and his team are amazing my savings and super are on trackSo helpful and brilliant customer serviceHighly recommended
Melinda Hartman
Melinda Hartman
1688727729
Bobby at Centaur Financial is exceptional! He was a pleasure to work with and made the entire process seamless. Bobby is extremely friendly, knowledgeable and goes above and beyond to ensure his clients are satisfied. I highly recommend his services to anyone in need of financial assistance.
Jono M
Jono M
1675056255
Long time client of Hugh and the team - extremely happy with the thoroughness and attention to the individual circumstances as life changes.
sandra gibbs
sandra gibbs
1633912905
Being introduced to Hugh Robertson by our long term accountant 10 years ago turned into a great relationship with a progressive young man who cares about his clientele as well as their wealth creation and retirement plans!!
russell bloxsom
russell bloxsom
1633657930
Going to visit Hugh is a real pleasure and not just something I have to do.Hugh is a genuinely delightful and sincerely man, caring about all of his clientsAnd obviously doing his very best at all times.His Staff are all personally chosen to reflect his qualities.I would recommend Hugh and Centaur Finances to anybody needed quality care for their finances.Marilyn Culell
Marilyn Culell
Marilyn Culell
1633565291
We have had the pleasure of working with Hugh and his team over the last year as well as being used by other family members for years. Centaur Financial Services is nothing but professional, helpful and very friendly - Couldn't recommend the team enough.
Courtney Edwards
Courtney Edwards
1633491863
My wife and myself have invested with Centaur Financial Services and I am very happy with their service. My son and daughter have also invested with them. They have our whole family.
Wayne Evans
Wayne Evans
1633428811
We are very satisfied with Hugh's (Centaur's) management of our SMSF and the fees are more than competitive and realistic.
John Beard
John Beard
1633326912
Very professional and knowledgeable in the Finance & Super business Hugh and his team are at the top of the game when it comes to dealing with personal finance. Extremely glad to have Centaur taking care of my future..
Dave Hair
Dave Hair
1631169829
My Wife and I have been with Centaur Financial Services Gold Coast for several years and have had not only Professional service but well explained information with better than expected results , we would highly recommend them.
Richard Kownacki
Richard Kownacki
1630905019
The team at Centaur have provided us with great insight into investing. We had spoken to the others, before the team at Centaur. We found them to be responsive, timely with the information we required. As a result of the professionalism shown, I have sought their advice for my whole family. A special mention to Jenna Wheeler. What an asset, she is goal orientated and will extend herself to ensure clients needs are fulfilled. Highly recommended.
Paul Grech
Paul Grech
1630625595
My initial consultation with Jenna gave me more advice and assistance than I had expected. Jenna's friendly yet professional manner and knowledge has given me the confidence to book another appointment with her for assistance in my impending retirement planning.
Susanna Fonay
Susanna Fonay
1630471881
Hugh talks to you as a friend, and as an adviser .He speaks at your level and knows the best products to suit where you are in life. We thoroughly recommend Centaur Financial Services, Hugh and the team.
Steven Caruana
Steven Caruana
1630220501
If you are looking for a company that will go above and beyond to look after you and your money, you can do no better than Centaur Financial Services. Real People, Real Service and Real Returns.
Karen Hobbs
Karen Hobbs
1606202770
Hugh has been our financial advisor for over ten years. We have always felt very comfortable and confident, trusting in Hugh’s knowledge and strategies in his industry. The Centaur team are friendly and efficient and would have no hesitation in recommending Centaur Financial Services to anyone looking for financial advice.
Pam Lindores
Pam Lindores
1606199918
Hugh has always made us feel comfortable in every interaction we have had with him and his team, very professional but to a standard that we as non financial experts understand what he is talking about, we feel his advice to us has always made sense.
Peter Craig
Peter Craig
1606126360
I have felt comfortable from the outset with all interactions with Hugh and the crew. It is nice to feel this way and I feel a rare experience in our current business climate.
Linda Leighton
Linda Leighton
1606125825
Could not be happier with how our Super is being handled. Hugh and the pleasant girls at Palm Beach would literally bend over backwards for any of their clients.We would not hesitate to recommend Centaur Financial Services to anyone that is looking for a reliable and honest crew to look after their financial affairs.
Ronnie Foley
Ronnie Foley
1596778215
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