Gold Coast Financial Planners

Market Movements & Economic Review October 2022

October 21, 2022
Stay up to date with what’s happened in the Australian economy and markets over the past month. In September, persistently high inflation and aggressive rate hikes by the world’s central banks put global share and bond markets under pressure. Sharemarkets globally recorded a volatile month, driven by growing fears of the risk of recession and…
The Inside Network

The Inside Network – Asset Allocation & Portfolio Construction Symposium

October 13, 2022
Our very own Managing Director Hugh Robertson was asked to speak at The Inside Networks Asset Allocation & Portfolio Construction Symposium held in Noosa this week. Hugh was honoured to be invited and delighted to talk about Centaur Financial Services’ approach to asset allocation and portfolio construction. The Asset Allocation & Portfolio Construction Symposium is…
ifa Finalists 2022 - CFS

Independent Financial Adviser (IFA) Excellence Awards Finalists 2022

October 5, 2022
We are delighted to announce that the Centaur Financial Services team and Hugh Robertson have been listed as Finalists for the Independent Financial Adviser (IFA) Excellence Awards. Centaur Financial Services has been named as a finalist in the IFA Excellence Awards for Client Servicing Company of the Year. Hugh Robertson has been named as a…
Getting the balance right in decision making

Getting the balance right in decision making

October 4, 2022
We all approach decision making in our own way, making a multitude of decisions every day: ‘Should I hit snooze again on the alarm?,’ ‘Do I take the train to work, or do I drive,’ ‘What should we have for dinner?’ In fact, researchers estimate that the average adult makes 35,000 decisions every day.i While most…
Guide to concession cards for seniors

Guide to concession cards for seniors

October 4, 2022
The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people, seniors’ concession cards are a good way to help make ends meet. While discounts on goods and services are always welcome, they’re even more valued right now as living costs…
Mortgage vs Super

Mortgage vs Super

October 4, 2022
With interest rates on the rise and investment returns increasingly volatile, Australians with cash to spare may be wondering how to make the most of it. If you have a mortgage, should you make extra repayments or would you be better off in the long run boosting your super? The answer is, it depends. Your…

Hugh Robertson makes Barron’s Top 100 Adviser List 2022

September 23, 2022
We are delighted to officially advise that Hugh Robertson, Managing Director of Centaur Financial Services has made Barron’s Top 100 Financial Adviser List for 2022. This morning, The Australian announced Barron’s Top 100 Financial Advisers in Australia for 2022 with Hugh coming in at #67. You can check out the full list here: Barron’s Top…

Market Movements & Economic Review September 2022

September 1, 2022
Stay up to date with what’s happened in the Australian economy and markets over the past month. In August, the focus was on US Federal Reserve chair Jerome Powell’s speech, during which he reinforced the focus on bringing US inflation down, even at the risk of recession. In Australia, economic conditions are less gloomy, with…
Gold Coast Financial Planners

Go on… take a break!

September 1, 2022
One of the things many of us have been missing over the past few years is holidays, but now that the world is opening up again for travel and destinations that have been pretty quiet are now eagerly welcoming back tourists, taking a break has never been more appealing. Holidays are not just a lovely…

Secrets of success: learning from high achievers

September 1, 2022
‘If I have seen further that is by standing on the shoulders of giants’ – Isaac Newton We all want to be the best that we can be but achieving your version of success takes effort. You can take a step in the right direction by learning from those who have gone before you and…
Insurance Tax

How is my insurance taxed?

September 1, 2022
With the cost of living on the rise, it’s more important than ever to have a financial safety net that protects you and your family in case the unexpected happens. Most Australian employees have some form of life insurance, often through their superannuation fund, but many of us tend to set and forget. To make…
HOw much do you need to retire

How much do you need to retire

September 1, 2022
Working out how much you need to save for retirement is a question that keeps many pre-retirees awake at night. Recent market volatility and fluctuating superannuation balances have only added to the uncertainty. So it’s timely that new research shows you may need less than you fear. For most people, it will certainly be less…

Market Review & Commentary

August 23, 2022
Market Review To cap off an eventful second half of the 2022 financial year, we saw dire global economic and market headwinds not seen since the GFC over a decade ago. With the US, the largest economy in the world teetering on falling into a ‘hard’ or ‘soft’ landing recession, we also saw its share…
Gold Coast Financial Planners

Market movements & economic review August 2022

August 2, 2022
Stay up to date with what’s happened in the Australian economy and markets over the past month. Rising inflation and interest rates remained the focus of attention in July. Inflation jumped to 6.1% in the year to June and the Reserve Bank lifted the cash rate in July, with similar increases tipped to come. Stocks…
Gold Coat Financial Planners

Tech tips to get more hours in your day

August 2, 2022
Life just seems to get ever busier as the years roll by and our most precious commodity is often our time. We could all do with a few more hours in the day and technology continues to play a vital role in bringing efficiencies into our daily lives. In fact, research indicates that technology saves…

End of content

End of content