Centaur Financial Services
Centaur Financial Services is a leading financial planning firm on the Gold Coast earning some of the best awards and recognition within the financial advice industry. We are recognised for working one to one with our clients to help deliver the best outcomes for their current and future needs.
Securing your future is about so much more than just managing money. At Centaur we use a proven approach integrating all aspects of your life, your goals and values, putting a plan in place that works and making a commitment to reviewing your plan along the way.
At Centaur we work as your financial partner to support you and advise you on this journey with a strong commitment to long-term planning, respecting the uniqueness of every situation and promoting financial education.
Through our relationships, we have access to services involved in accounting, lending, and legal matters, as well as leading international investment houses, and the most current information to ensure our clients have uncapped potential in reaching both their lifestyle and financial goals.
While we have been delivering financial planning services to the local Gold Coast community since 1996, Centaur Financial Services as we know it today was established in 2009. Our team of professionals have over 55-years of combined experience in financial management, along with internationally recognised qualifications including Certified Financial Planner (CFP) status which is the highest professional qualification in the industry.
Centaur Financial Services is also backed by the Australian Advice Network (AAN), a boutique financial services Australian Financial Services Licence (AFSL) that has been built to provide consumers with the advice they have been asking for and deserve. AAN won the best new licensee at the Independent Financial Adviser (IFA) awards in 2016.
Centaur is a local business at heart and an active member of the Gold Coast community, centrally located at Palm Beach. Get to know the people behind Centaur Financial Services
While our main goal is to help you reach your goals, our expertise is in the initial and ongoing advice on financial strategies, asset allocation and asset management. We spend a great deal of time as active investors and all investments that we recommend have been rigorously researched to ensure they meet our requirements of asymmetric risk reward, liquidity, cost, compliance and in some instances, their approach to socially responsible investing.
We cannot do it alone and we recognise this. We are a privately owned firm who recognises that to get the best outcomes for our clients, we need to work with likeminded firms who are the best what they do and we therefore set out to have strategic alliances with accounting, banking, estate planning, insurance, legal and real estate firms.
We are a gold coast based firm with clients all around Australia, Europe, Asia, Middle East and America. We ‘think globally, act locally’ which means we view just domestic opportunities for our clients but global opportunities as well. Having a global mindset in all things enables us to source the very best ideas and strategies for our clients. We have alliances with businesses in Switzerland, Hong Kong, London, Scotland, New York, Boston, California, just to name a few.
Throughout Centaurs existence we have provided our clients with intelligent and informed insights into their individual positions so that they can have peace of mind knowing they are moving in a straight line towards their goals.