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Hugh Robertson Named #39 on Barron’s Top 150 Advisers in AustraliaNovember 21, 2024At Centaur Financial Services, we believe in setting the bar high, striving for excellence, and celebrating achievements that reflect our unwavering commitment to our clients. Today, we’re thrilled to announce an extraordinary milestone: our Managing Director, Hugh Robertson, has been named #39 on Barron’s prestigious list of the Top 150 Advisers in Australia! This recognition… -
Market Movements and Economic Review | November 2024November 18, 2024Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on the inflation front in October pointed to the Reserve Bank of Australia (RBA) holding steady on rates this month. The latest quarterly inflation figures show inflation has slowed to its lowest level since the height…
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HECs – what just happened to your bill?November 18, 2024The Money Puzzle, with James Kirby According to the James Kirby from The Money Puzzle, the average HECs bill is now $27,000 and many of James’ listeners will have bills that are higher than that: last week the government restructured the entire working of the student debt system – and threw in a universal 20…
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The Rich Life Vol 87November 14, 2024IIt’s the last month of Spring and with summer on the way and many already planning for Christmas and holidays, it might be a busy month. The Centaur office will be closed over the festive period with our last day in the office being Friday, 20th of December 2024. Monday, reopening on Monday, 6th of… -
Super vs property: what works for retirement income?November 14, 2024There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an estimated $10.95 trillion.i Some love it so much that they believe property is a better option for providing a retirement income. They see a bricks and mortar investment as a… -
Helping the kids without derailing your retirement plansNovember 14, 2024As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider. It’s important to ensure any support you provide is not at the expense of your financial future. It can also be…
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SMSFs: keeping it in the familyNovember 13, 2024Self managed super funds (SMSFs) can offer their members many benefits, but one that’s often overlooked is their potential as a multigenerational wealth creation and transfer vehicle. Family SMSFs are relatively rare. According to the most recent ATO statistics (2022-23), the majority of SMSFs (93.2 per cent) have only one or two members.i Just 6.6 per cent…
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Is a retirement village right for you?November 13, 2024The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life….
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Hugh Robertson – Top 50 Most Influential Financial Advisers 2024 | FS POWER50November 5, 2024Centaur Financial Services Managing Director – Hugh Robertson has been announced as one of the top 50 most influential financial advisers in the 2024 FS POWER50 list, published by Financial Standard. For the eleventh year running, the Financial Standard Power50 search recognises the most influential financial advisers in Australia. Hugh was announced along with…
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Independent Financial Adviser (ifa) Excellence Awards Finalists 2024October 14, 2024“Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life forever.”– Amy Poehler At Centaur Financial Services, we have always believed that success is a reflection of dedication, passion, and an unwavering commitment to serving our clients. Today, we are filled with…
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Hugh Robertson is a Finalist (Financial Adviser of the Year) at the Australian Financial Industry Awards 2024October 10, 2024Centaur Financial Services is delighted to announce Hugh Robertson’s nomination as a finalist in the prestigious Australian Financial Industry Awards 2024, organised by the Institute of Financial Professionals Australia (IFPA). The nomination, for Financial Adviser of the Year, acknowledges Hugh’s outstanding contributions to the financial industry. The awards recognise the leading individuals and practices shaping…
