p: 07 5559 5760 | e: info@centaurfinancial.com.au

Client Tools

For All Clients

Financial Health Check

Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition.

Take the health check now

For New Clients

About You Questionnaire

Complete our ‘About You Questionnaire’ to help provide insight into your current financial position.

Complete the Questionnaire

For Existing Clients

Changes Questionnaire

Let us know of any changes in your life that should be considered in your existing Financial Plan.

Complete the Questionnaire

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