Author: centaurfinancial

As a part of Livewire’s annual Income Series, Centaur’s Hugh Robertson joined Charlie Viola and James Marlay to talk through ways to help set you up for retirement.  As shared by Livewire, the trio “discuss why ASFA’s estimated figure for retirement ($640,000 for couples) should be taken with a grain […]

It’s October and with grand finals season almost over the countdown to summer begins. Despite ongoing lockdowns, rising vaccination rates are paving the way for the re-opening of borders and business. September was a mixed bag on the economic front. After reaching record highs in August, global sharemarkets stumbled in […]

Stay up to date with what's happened in Australian markets over the past month. Our September…

Throughout our lives, making a decision is something we do thousands of times a day. Our first thought occurs as soon as we wake, and our final thought when we drift off to sleep. Researchers have found on average, that most people will have approximately 6,200 thoughts per day.i Having […]

Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children and their […]

Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier to find out how your fund compares. Indeed, you may have noticed recent media reports naming 13 super funds that […]

For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want to be assured that their investments align with their values. Everyone’s values are different but given the choice most people would wish to make […]

Our very own Hugh Robertson joins Livewire’s James Marlay in this special Income Series edition of Buy Hold Sell. Livewire also invited Pitcher Partners’ Charlie Viola to share his thoughts with Centaur Financial Services’ Hugh Robertson, on five cracking ASX-listed ETFs and one REIT for your income portfolio. As stated by […]

This week, Hugh sat down for a chat with Noel Lord of Metlife and discussed how Covid-19 has impacted the way he and our team engage with our customers. To listen to the podcast in full, please click here. Transcript below: __________ “Noel Lord: Good morning everybody, and welcome to […]

Hugh Robertson joins Praemium’s Martin Morris in a podcast to discuss the key learnings that Hugh and our team have gained through our implementation of Managed Accounts. “As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind […]

It’s September and spring is here, providing a welcome lift in spirits. After some spectacular…

Stay up to date with what's happened in Australian markets over the past month. Our September…

Feeling a bit lacklustre as the days roll by? Hitting the snooze button more than usual? It’s a feeling that can be difficult to put your finger on, but it has a name, languishing. Whether it’s feeling exhausted and unmotivated, or restless and eager to do more, we can be […]

Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying for nothing. Most super funds offer life and total and permanent disability (TPD) insurance to fund members and, in some […]

When it comes time to investigate residential aged care for yourself, your partner, parent or…

We are delighted to announce that Centaur Financial Services, Hugh Robertson, and Jenna Wheeler have been listed as Finalists for the ifa Excellence Awards. Centaur Financial Services has been named as a finalist in the ifa Excellence Awards for Client Servicing Company of the Year and Self-Licensed Firm of the […]

Hugh has been shortlisted as a finalist on the 2021 #FSPOWER50 list, published by Financial Standard. You can help support Hugh by voting: please click here to vote The 2021 FS Power50 search recognises the most influential financial advisers in Australia, and we wish Hugh and our fellow AAN Asset […]

Hugh chatted with Melissa Jenkins of The New Daily to discuss and share some knowledge and insights about renewable energy investing. According to The New Daily, Climate change is an issue so big, you can feel powerless to make any sort of difference as just one human. But there are […]

As we navigate ongoing lockdowns due to COVID-19 across Australia, here is a guide to the latest…

It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us….

Stay up to date with what's happened in Australian markets over the past month. Our August update…

When the coronavirus pandemic hit financial markets in March 2020, almost 40 per cent was wiped…

Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one. Despite their appeal, they are not for everyone. Indeed, it is suggested that if your assets are less than $300,000, […]

Saying or hearing the words, “We need to talk,” whether it’s in the workplace or in your personal life, can be a source of tension and conflict but there are ways to manage conversations that have the potential to be difficult. Difficult conversations can range from speaking to a family […]

Stay up to date with what's happened in Australian and global markets over the past month. Our…

It’s July, there’s a nip in the air and winter has well and truly set in, as Australia deals with…

Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of Australia (RBA) appears quite […]

The Olympic Games always provides a platform to marvel at what humans are capable of, as the athletes competing strive to be the fastest, the strongest or just the best, to win gold. While this year may be a little different, the Games still give us the opportunity to be […]

As the new financial year gets underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will happen automatically so you won’t need to lift a finger. Others, like higher contribution […]

It’s June which means winter has officially arrived. As we rug up and spend more time indoors,…