Gold Coast Financial Planners

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

June 25, 2021
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 goals-based advice has evolved over…
Gold Coast Financial Planners

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

June 23, 2021
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 they could find decent returns…
Gold Coast Financial Planners

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

June 17, 2021
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 plan, and 14 percent said…
Gold Coast Financial Planners

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

June 16, 2021
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 account to keep watching.” It’s…
Gold Coast Financial Planning

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

May 19, 2021
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 markets and people are making…
Gold Coast Financial Planners

Hugh Robertson | Guest speaker at IMAP Adviser Road Show 2021

May 13, 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 Growth models, both active and…
Hugh Robertson - Media

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

March 23, 2021
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 factor in the effect of…

IFA Podcast featuring AAN Director Marshall Brentnall

February 25, 2021
One of our fellow Directors and AAN Investment Committee Member, Marshall Brentnall was interviewed by IFA Magazine about the evolution of ethical investing in advice. The podcast with @IFAonlineAu their host Sarah Kendell joined Marshall Brentnall on all things ethical investing and the journey our AAN Investment Committee took last year to create our newly launched #AANSustainableGrowthModel on @praemiumltd platform. As a result of Facebook banning all manner of news sources,…

Should I pay off my mortgage, or invest in shares? – The New Daily

February 11, 2021
Hugh shared some knowledge in The New Daily article, ‘Should I pay off my mortgage, or invest in shares?’. “Centaur Financial Services adviser Hugh Robertson said this is why it would make sense for “a conservative investor” to take advantage of record-low interest rates to get ahead on their mortgage. Doing so would provide them…

The stockmarket continued to rise after the US Capitol riots. Should investors be worried? – The New Daily

February 7, 2021
Hugh recently chatted with Matt Johnson of The New Daily to discuss the stock market and investing amidst the unrest in the USA. Excerpt below — Centaur Financial Services adviser Hugh Robertson said although a major sell-off was unlikely, investors should still implement a number of “timeless principles” to mitigate any potential losses. And those…

‘Financial stress’ is costing the economy $31 billion every year, says AMP – The New Daily

November 12, 2020
Hugh recently chatted with Matt Johnson of The New Daily to discuss where we’re going wrong with finances. Excerpt below — Centaur Financial Services managing director Hugh Robertson says a lack of awareness and understanding is a key driver of financial stress, because it means people are unable to recognise whether they’re in a good…

ifa Excellence Awards 2020 – ifa

October 30, 2020
The ifa Excellence Awards 2020 winners have just been revealed at the first-ever virtual ifa Excellence Awards ceremony, and Centaur Financial Servers were honoured to be finalists in three prestigious categories. INVESTMENT ADVISER OF THE YEAR – Finalist CLIENT OUTCOME OF THE YEAR – Finalist SELF-LICENSED FIRM OF THE YEAR – Finalist A full winners…

How Australians can put the brakes on spending as tap-and-go payments accelerate – The New Daily

October 28, 2020
Hugh recently chatted with Matt Johnson of The New Daily to discuss poor money habits. Excerpt below — Centaur Financial Services adviser Hugh Robertson said shoppers with lots of debt, or a track record of poor money habits, would do well to steer clear. “Spending money is like an addiction,” Mr Robertson told The New Daily. …

In Safe Hands – FA Advice

October 3, 2020
Hugh scored the cover story on Vol. 15 FS Advice, The Australian Journal of Financial Planning. This was a great honour for Hugh and the team at Centaur Financial Services. “Centaur Financial Services principal adviser Hugh Robertson doesn’t need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the…

UniSuper, IOOF and AustralianSuper top superannuation leaderboard – The New Daily

September 23, 2020
Hugh recently chatted to Matt Johnson of The New Daily to discuss superannuation risks and considerations. Excerpt below — Centaur Financial Services principal adviser Hugh Robertson told The New Daily the scant attention Australians pay to their superannuation has allowed providers to hike their fees without much backlash. But making a judgement call solely based on how much…

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