Author: ignitionmedia

One of our fellow Directors and AAN Investment Committee Member, Marshall Brentnall was interviewed by IFA Magazine about the evolution of ethical investing in advice. The podcast with @IFAonlineAu their host Sarah Kendell joined Marshall Brentnall on all things ethical investing and the journey our AAN Investment Committee took last year to create our newly launched #AANSustainableGrowthModel on @praemiumltd platform. As a result of Facebook banning […]

Hugh shared some knowledge in The New Daily article, ‘Should I pay off my mortgage, or invest in shares?’. “Centaur Financial Services adviser Hugh Robertson said this is why it would make sense for “a conservative investor” to take advantage of record-low interest rates to get ahead on their mortgage. […]

Hugh recently chatted with Matt Johnson of The New Daily to discuss the stock market and investing amidst the unrest in the USA. Excerpt below — Centaur Financial Services adviser Hugh Robertson said although a major sell-off was unlikely, investors should still implement a number of “timeless principles” to mitigate […]

Hugh recently chatted with Matt Johnson of The New Daily to discuss where we’re going wrong with finances. Excerpt below — Centaur Financial Services managing director Hugh Robertson says a lack of awareness and understanding is a key driver of financial stress, because it means people are unable to recognise […]

The ifa Excellence Awards 2020 winners have just been revealed at the first-ever virtual ifa Excellence Awards ceremony, and Centaur Financial Servers were honoured to be finalists in three prestigious categories. INVESTMENT ADVISER OF THE YEAR – Finalist CLIENT OUTCOME OF THE YEAR – Finalist SELF-LICENSED FIRM OF THE YEAR […]

Hugh recently chatted with Matt Johnson of The New Daily to discuss poor money habits. Excerpt below — Centaur Financial Services adviser Hugh Robertson said shoppers with lots of debt, or a track record of poor money habits, would do well to steer clear. “Spending money is like an addiction,” […]

Hugh scored the cover story on Vol. 15 FS Advice, The Australian Journal of Financial Planning. This was a great honour for Hugh and the team at Centaur Financial Services. “Centaur Financial Services principal adviser Hugh Robertson doesn’t need shortcuts. His business is built on a philosophy of sticking to […]

Hugh recently chatted to Matt Johnson of The New Daily to discuss superannuation risks and considerations. Excerpt below — Centaur Financial Services principal adviser Hugh Robertson told The New Daily the scant attention Australians pay to their superannuation has allowed providers to hike their fees without much backlash. But making a judgement call […]

Hugh recently chatted to Matt Johnson of The New Daily to talk about BNPL products and bad money habits. Excerpt below — Centaur Financial Services principal adviser Hugh Robertson told The New Daily that BNPL products can create bad money habits that become difficult to shake. Mr Robertson said these services facilitate “instant gratification” […]

Hugh recently chatted with Matt Johnson of The New Daily to weigh in on first-home buyers taking out large mortgages during COVID-19. Excerpt below — Although hikes of that magnitude are unlikely in the near term, Centaur Financial Services director Hugh Robertson said households should use long-term averages to decide […]

Hugh recently chatted to Matt Johnson of The New Daily to talk about Westpac’s decision to scrap its first-half dividend payment. Excerpt below — Centaur Financial Services director Hugh Robertson told The New Daily Westpac’s announcement signalled the “chickens had come home to roost” for self-funded retirees without diversified portfolios. […]

Hugh recently chatted with Matt Johnson of The New Daily to discuss spending and surviving through COVID-19 Excerpt below — Centaur Financial Services director Hugh Robertson said now is a time for households to enter “survival mode” to shore up their finances, instead of ramping up non-essential spending. “It’s good […]

Hugh recently chatted with Matt Johnson of The New Daily to give some frank advice on mortgages Excerpt below — Centaur Financial Services managing director Hugh Robertson said it was unsurprising more of his clients asked about refinancing since Australia’s coronavirus lockdown began. “When times get bad, we want to […]

Hugh sat down for a chat with Noel Lord, Head of Retail Sales and Channel Development at MetLife Australia to discusses how COVID-19 has impacted the way he and his team work and engage with customers. “Good morning everybody, and welcome to the MetLife podcast series. My name’s Noel Lord, […]

Hugh recently chatted with Matt Johnson of The New Daily to weigh in on the redraw v offset account saga. Excerpt below — Centaur Financial Services managing director and financial adviser Hugh Robertson said the saga highlighted the low levels of financial literacy around both options. “If you talk to […]

Hugh chatted to AFA to share his big hairy audacious goal for 2019, his most recent high-five moment plus advice to his younger self! Why financial advice?   I always wanted to be in a meaningful industry which I believe ours is, and it gives me the ability to help […]

Hugh recently spoke with Tahn Sharpe from Professional Planner to give his thoughts on the role of the CFP designation. Excerpt below: —- Hugh Robertson, who runs Centaur Financial Services on the Gold Coast, says the CFP is as rewarding as it is difficult. “It’s a really tough thing to […]

Hugh recently sat down with Adam Crabbe, Risk Strategy Specialist at Zurich Financial Services Australia to discuss the Centaur difference, fees and client engagement, and the process of informing clients after the initial client meeting. Listen to the podcast