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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…
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Navigating Markets, Portfolios and Investments Event | 1st of November 2024October 10, 2024We’re thrilled to officially open registration for our exclusive yet complimentary event – Navigating Markets, Portfolios & Investments, on the 1st of November 2024 at Currumbin RSL! This is your chance to hear from Hugh Robertson CFP® CIMA®, alongside top industry experts such as Sam Ruiz from T. Rowe Price Australia, Blake Henricks from Firetrail…
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Barron’s USA Top Advisor Summit 2024 – Hugh’s DiaryOctober 8, 2024Here is a sneak peek into the diary of Hugh Robertson, Managing Director and Principal Financial Adviser at Centaur Financial Services, as he joins the invitation-only Barron’s USA Top Advisor Summit. Leaving one great trip (The Inside Networks USA Study Tour) and embarking on another is tough. I missed my family tremendously, and my brain…
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Inside Network USA Study Tour 2024 – Hugh’s DiaryOctober 8, 2024Here is a sneak peek into the diary of Hugh Robertson, Managing Director and Principal Financial Adviser at Centaur Financial Services, as he joins the Inside Network on their USA Study Tour 2024. We were fortunate to be one of only two Queensland firms to attend the inaugural Inside Network USA Study Tour 2024. We…
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Market Movements and Economic Review | October 2024October 1, 2024Stay up to date with what’s happened in the Australian economy and markets over the past month. Interest rate speculation is rife after the Reserve Bank of Australia (RBA) kept rates on hold at 4.35% last month. RBA Governor Michelle Bullock believes it may be “some time” before inflation is “sustainably in the target range”,…
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The Age Pension and your retirement plansOctober 1, 2024Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation balances, the Age Pension is the main source of income for many retirees.i The intended retirement age has increased significantly in the last two decades, from just over 62 years on average in 2004. Australian…
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Estate planning gives you a final sayOctober 1, 2024Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving. Your Will gives you a say in how you want your possessions and investments to be distributed. But, importantly, it should…
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Unlocking success: lessons from the world’s best investorsOctober 1, 2024While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as many of the world’s most successful investors have learned over their respective investment journeys. Those who have achieved success have often spent a considerable amount of time developing the requisite knowledge and skills to achieve…