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Author: Kelly Doughty

How to create a portfolio to get through the next crash and protect your wealth – Webinar
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How to create a portfolio to get through the next crash and protect your wealth – Webinar

Our very own Hugh Robertson joined Jeff Thurecht and Marshall Brentnall from Evalesco to talk about all things AAN Asset Management and how you can create a portfolio to get through the next crash and protect your wealth. Throughout the webinar the trio touched on: • How the AAN Model […]

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EOFY Wrap Up – 2020/21
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EOFY Wrap Up – 2020/21

July marks the start of the new financial year, a good time to reflect on how far we have come since this time last year and to make plans for the year ahead. Check out Hugh’s latest EOFY Wrap Up for all things End of Financial Year, Centaur Financial Services, […]

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Alyssa Stewart – Finalist for the Australian Services Excellence Awards
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Alyssa Stewart – Finalist for the Australian Services Excellence Awards

We are so proud to announce that our very own Alyssa Stewart, has been chosen as a finalist for the Australian Services Excellence Awards (ASEAs) for the category – Customer Service Professional of the Year. The ASEAs are Australia’s premier customer service awards program, attracting hundreds of nominations each year […]

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The advice model of the future – ifa Show Podcast with Hugh Robertson
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The advice model of the future – ifa Show Podcast with Hugh Robertson

In this episode of the ifa Show, our very own multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice’s goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model. As the ifa Show reveals, Hugh unpacks how the concept of […]

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Eyeing off Bitcoin? These alternatives are worth considering – The New Daily
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Eyeing off Bitcoin? These alternatives are worth considering – The New Daily

Hugh Robertson spoke with Euan Black, Finance Editor from The New Daily discussing and sharing some knowledge on Bitcoin and what alternatives are worth considering when it comes to investing. Euan from The New Daily has asked the question, would people plough so much money into Bitcoin if they knew […]

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Most millennials don’t have a savings plan. Here’s how to build one – The New Daily
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Most millennials don’t have a savings plan. Here’s how to build one – The New Daily

Hugh chatted with Matthew Elmas of The New Daily to discuss and share some knowledge and insights about Millennials, budgeting, goals, and savings plans. According to The New Daily, new research from Commonwealth Bank shows a worrying 61 percent of Australians aged 24 to 39 do not have a regular savings […]

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Netflix is cracking down on account sharing. This is one way to respond – The New Daily
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Netflix is cracking down on account sharing. This is one way to respond – The New Daily

Hugh recently chatted with Matthew Elmas of The New Daily to discuss and share some insights on Netflix. According to The New Daily, if you’ve watched Netflix lately you might have seen this unwelcome pop-up message: “If you don’t live with the owner of this account, you need your own […]

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The financial rewards of optimism
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The financial rewards of optimism

If it wasn’t already clear, the past 12 months certainly cemented the fact that life has a habit of throwing us the occasional curveball. The reality is we all face challenges, however approaching life with a positive mindset can help us deal with any issues we may face and improve […]

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Time to review your income protection cover
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Time to review your income protection cover

If you’ve owned an individual income protection or salary continuance policy in recent years, you may have seen your premiums increase as insurers struggled to cover their large losses on these products.i Given the ongoing competition and generous features in some products, the Australian Prudential Regulation Authority (APRA) has decided […]

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Superannuation a good place to start when it comes to ethical investing – The New Daily
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Superannuation a good place to start when it comes to ethical investing – The New Daily

Hugh recently chatted with Melissa Jenkins of The New Daily to discuss and share some knowledge on Ethical Investing.  According to The New Daily, building wealth while maintaining a social and environmental conscience may seem implausible to some – but it’s not. Ethical investing is a major trend within financial […]

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EOFY 2021
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EOFY 2021

The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year. MLC have put together five smart strategies that may benefit you […]

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Hugh Robertson | Guest speaker at IMAP Adviser Road Show 2021
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Hugh Robertson | Guest speaker at IMAP Adviser Road Show 2021

Hugh Robertson, Guest Speaker at IMAP Adviser Roadshow 2021 – Professionalism Under Adversity. On Tuesday 11th May 2021, our very own Hugh Robertson was invited on stage at the IMAP – Institute of Managed Account Professionals Brisbane conference to discuss how we’ve built our industry-leading investment portfolios from Balanced and […]

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Here’s to a happy, healthy, long life!
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Here’s to a happy, healthy, long life!

One of the things that we all have in common as living beings is our finite lifespan and our awareness of this also contributes to motivating us to make each and every moment count. Yet while many of us don’t want to reflect much on our mortality, we all want […]

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The missing link in the Bitcoin boom
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The missing link in the Bitcoin boom

Whether it’s the booming price of Bitcoin, or record-breaking prices for investments paid for in digital currencies, cryptocurrencies continue to feature in the media and in dinner conversation. This has reignited debate about whether we are witnessing an old-fashioned bubble about to burst or a new asset class in the […]

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Salary packaging – worth the sacrifice
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Salary packaging – worth the sacrifice

The principle of ‘salary sacrificing’ may not sound very appealing. After all, who in their right mind would voluntarily give up their hard-earned cash. But it can have real financial benefits for some in terms of reducing your taxable income, which could see you pay less at tax time. As […]

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Weighing up the costs and benefits of an SMSF
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Weighing up the costs and benefits of an SMSF

For many people, the idea of managing and investing your own retirement savings is very appealing. But there is debate over whether running your own self-managed super fund (SMSF) is cost effective. So, what are the arguments for and against having your own fund? Taking control of your super People […]

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Getting Retirement Plans Back On Track
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Getting Retirement Plans Back On Track

After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook. Whatever your circumstances, […]

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Hugh’s Views ‘One Year On’ – Video
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Hugh’s Views ‘One Year On’ – Video

Our very own Hugh Robertson provides his views on the year that was, where we’ve been and where we’re heading. As always, the team at Centaur Financial Services are always here to help and answer any queries that you may have. If you do have any questions or concerns, please […]

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Taking a break – a win for you and the economy
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Taking a break – a win for you and the economy

2021 is shaping up to be a much more positive year than 2020 in so many ways. For people who put holiday plans on hold or those with itchy feet because they haven’t had much of a break for a while, this year is the year to get out and […]

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Making a super split
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Making a super split

Separation and divorce can be a challenging time, often made all the more difficult when you have to divide your assets. So how do you go about decoupling your superannuation? In years gone by, superannuation was not treated as matrimonial property, so divorce settlements typically saw the woman keeping the […]

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Bonds, Inflation and your investments
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Bonds, Inflation and your investments

The recent sharp rise in bond rates may not be a big topic of conversation around the Sunday barbecue, but it has set pulses racing on financial markets amid talk of inflation and what that might mean for investors. US 10-year government bond yields touched 1.61 per cent in early […]

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Why buyers should think twice before taking out a low-deposit home loan – The New Daily
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Why buyers should think twice before taking out a low-deposit home loan – The New Daily

Hugh shared some knowledge in The New Daily article, ‘Why buyers should think twice before taking out a low-deposit home loan’. Beware of the hazards Centaur Financial Services managing director Hugh Robertson told The New Daily many low-deposit holders approach housing with a short-term mindset. As a result, they have neglected to […]

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Quick Market Update – Video
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Quick Market Update – Video

With the market volatility that has been seen of late, we wanted to give you a quick update from Hugh directly, which will hopefully put your mind at ease and remind you that the team at Centaur Financial Services are always here to help and answer any queries that you […]

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Quick Investment Update
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Quick Investment Update

Thoughts from the Franklin Templeton Fixed Income Team. The Australian Bloomberg Ausbond Composite Bond Index just completed its worst monthly return IN HISTORY with February returning a whopping -3.59% as bonds crumbled. We like to think the dysfunctional market conditions of March 2020 won’t be repeated for a long time, […]

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Love & money: achieving financial harmony
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Love & money: achieving financial harmony

The past 12 months have been a challenging time for many of us on a personal level, with the pandemic having a far-reaching impact on so many aspects of our lives. While the Australian economy is proving remarkably resilient, personal finances have been affected in different ways by lockdowns and […]

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Give your finances an autumn shake-out
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Give your finances an autumn shake-out

Like trees losing their leaves in autumn, why not take a leaf out of their book and choose this time of year to shed some of your own financial baggage. In the style of Marie Kondo, the Japanese organising whizz who has inspired millions to clean out their cupboards, decluttering […]

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There’s more than one way to boost retirement income
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There’s more than one way to boost retirement income

After spending their working life building retirement savings, many retirees are often reluctant to eat into their “nest egg” too quickly. This is understandable, given that we are living longer than previous generations and may need to pay for aged care and health costs later in life. But this cautious […]

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Superannuation Announcement
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Superannuation Announcement

With yesterday’s announcement of the AWOTE (Average Weekly Ordinary Time Earnings) figure for the December 2020 quarter, the super contributions caps are set to increase from 1 July 2021 as follows: Concessional cap increases from $25,000pa to $27,500pa Standard NCC (non-concessional contribution) cap increases from $100,000pa to $110,000pa Max NCC […]

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2021 Morningstar Australia Awards Announcement
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2021 Morningstar Australia Awards Announcement

A little over a week ago, Morningstar, a leading provider of independent investment research,  announced the finalists of the 2021 Morningstar Australia Awards. This annual awards program is designed to recognise and celebrate the best of the Australian fund management profession, and the AAN Investment Committee are pleased to see that several funds […]

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The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

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