Advisers shoulder massive wealth transfer – Financial Standard
April 29, 2024
Our very own Hugh Robertson was invited to chat with Karren Vergara from Financial Standard Magazine to talk about the huge responsibility Financial Advisers have in helping clients navigate the world of Intergenerational Wealth Transfers. Whilst Centaur Financial Services has recorded an episode of the PODCAST on this topic (click here to view), Hugh talks…
The Inside Network – Practice of the Future masterclass
April 18, 2024
Our Managing Director – Hugh Robertson was asked to speak at The Inside Networks’ most recent Master Class. On Tuesday, Hugh was honoured to be invited as a panellist at The Inside Networks – Practice of the Future masterclass, in Brisbane. Hugh joined a panel discussion on Practice efficiencies – Outsourcing, SMAs, and platforms with Stephanie Woo,…
the PODCAST – Super & Tax Changes + EOFY Tips | Episode 13
April 16, 2024
Centaur Financial Services is delighted to share with you our most recent PODCAST – touching on all of the most recent and upcoming changes including EOFY tips and tricks to ensure you stay ahead of the super and tax game. You can catch the latest episode on Spotify or YouTube. This new episode has our…
the PODCAST – Investment Series | Talaria | Episode 1
January 31, 2024
Centaur Financial Services is delighted to introduce you to our newest podcast called the PODCAST – Investment Series, kicking off with a bang with none other than – Talaria Capital. You can catch the latest episode on Spotify or YouTube. This new series and episode has our Managing Director – Hugh Robertson unpack all you…
the PODCAST – Welcome 2024 | Episode 12
January 25, 2024
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – Welcome 2024 | Episode 12. Episode 12 has our Managing Director – Hugh Robertson and Financial Advisers – Nick Georgopoulos and Bobby Byrne…
The 2024 case for bonds | The Money Puzzle Podcast
November 23, 2023
Hugh Robertson joined Wealth Editor for The Australian – James Kirby in a recent episode on The Money Puzzle podcast: The 2024 case for bonds. The pair covered; the 2024 appeal of bonds, tax cuts coming, HECs and HELP and whether loans are included in super caps. You can check out the podcast available on…
the PODCAST – FAQs 3.0 | Episode 11
November 23, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – FAQs 3.0 | Episode 11. Episode 11 has our Financial Advisers – Nick Georgopoulos and Bobby Byrne answering some of our more pressing…
the PODCAST – Intergenerational Wealth Transfer | Episode 10
November 15, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – IWT | Episode 10. Episode 10 has our Financial Advisers – Nick Georgopoulos and Bobby Byrne talking about the hot topic of late…
Independent Financial Adviser (ifa) Excellence Awards Finalists 2023
November 9, 2023
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 for 2023. Centaur Financial Services has been named a finalist in the ifa Excellence Awards for Client Servicing Company of the Year. Hugh Robertson has been named as…
the PODCAST – Market Update | Episode 9
November 7, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – Market Update | Episode 9. Episode 9 has our Financial Advisers – Nick Georgopoulos and Bobby Byrne chatting with Managing Director – Hugh…
the PODCAST – FAQ’s 2.0 | Episode 8
August 30, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – FAQ’s 2.0 | Episode 8. Episode 8 has one of our Financial Advisers – Nick Georgopoulos throwing some of our frequently asked questions…
the PODCAST – FAQ’s 1.0 | Episode 7
August 4, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – FAQ’s 1.0 | Episode 7. Episode 7 has one of our Financial Advisers – Nick Georgopoulos throwing some of our frequently asked questions…
the PODCAST – Retirement Strategies | Episode 6
August 1, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – Retirement Strategies | Episode 6. Episode 6 has our Managing Director – Hugh Robertson and Financial Advisers – Bobby Byrne and Nick Georgopoulos discussing…
the PODCAST – Investment Committee Update | Episode 5
July 26, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – Investment Committee Update | Episode 5. Episode 5 has our Managing Director – Hugh Robertson, and Financial Adviser – Bobby Byrne providing an overview…
Best Bond ETFs for Australians – Forbes ADVISOR
July 25, 2023
Hugh was asked for his insights by Jody McDonald – Contributor for Forbes ADVISOR, on the topic of Best Bond ETFs for Australians. According to Forbes ADVISOR, while bonds are widely misunderstood by retail investors, they do have a deserved reputation for being a low-risk investment option You can read the entire article by simply clicking…
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