Financial Advice Melbourne

Navigate Your Financial Future with Expertise

In the vibrant heart of Melbourne, where the financial landscape is as dynamic as its culture, finding tailored financial advice in Melbourne can often feel like searching for a needle in a haystack. Whether you’re looking to accumulate wealth or are on the cusp of retirement, navigating your financial future requires more than just knowledge—it demands a partnership with a financial advisor who genuinely understands your aspirations and challenges.

At Centaur Financial Services, we pride ourselves on being that partner. With the best financial advisors in Melbourne, we are one of the boutique financial planning businesses offering personalised advice that aligns with your unique life story and goals. Join us as we unveil the roadmap to financial clarity and success, ensuring your journey is prosperous and reassuringly secure.

financial advice Melbourne
Melbourne financial advisers

Melbourne’s Premier Financial Advisory Service

Understanding the intricacies of finance and investment can be overwhelming, but remember, you are not alone. Centaur Financial Services is a financial planning practice committed to simplifying this complex world for you. Our financial advisor team listens with empathy, aiming to understand not just your financial situation but your life’s objectives as well.

By establishing a relationship based on trust and sincerity, we create tailored financial strategies that reflect your individual needs. It’s not simply about growing your wealth; it’s about creating a secure foundation for you and your loved ones, allowing you to pursue your dreams confidently. Together, we will explore every option, ensuring that each step is closer to your envisioned future.

Navigating personal financial advice in Melbourne can be intimidating amidst its diverse and vibrant financial backdrop. Centaur understands the distinct challenges and opportunities entwined with managing your finances in this picturesque city. We aim to effortlessly and assuredly provide you with personal financial advice, guiding you through these intricacies.

Our suite of financial planning services is designed to cater to every aspect of your financial well-being. From growing your wealth and protecting your assets to planning for a comfortable retirement, our financial advisors bring a wealth of knowledge and experience to the table.

We offer a holistic approach, including superannuation planning, tax planning and advice, estate planning, and personal insurance. Our goal is to help you reach your long-term financial objectives and ensure your journey is secure and your loved ones are protected every step of the way.

Choosing us means partnering with a financial services business that prioritises your success and peace of mind. Our friendly and approachable financial advisor team is dedicated to understanding your unique needs and tailoring our services to meet your specific goals. Let us guide you to financial clarity and success, ensuring a prosperous and secure future for you and your family.

See What Client’s Have to Say About Us

Rob H.
Rob H.
I am what you would term a DIY-er & was apprehensive employing the services of a financial advisor. But what a positive experience it's been with Bobby & all the staff at Centaur! Definitely more cost effective (& sanity saving!) than having to do it all ourselves.Their communication skills are excellent, no matter your level of education, they patiently worked out & explained in easy to understand terms all options available to us, without any pressure. With their up-to-date knowledge & close relationships with industry & government institutions, we are 100% confident our financial security is in the best hands. It was a completely stress-free process, we can now enjoy retirement.Would not hesitate recommending Centaur to anyone requiring financial assistance.
Response from the owner: Thank you so much for the review and rating, Rob. Bobby and the team love working with you, and we look forward to continuing to kick your personal and financial goals. Enjoy that retirement!
gabb P.
gabb P.
Nick and the team at Centaur went above and beyond to help my mum plan and organise finances for my fathers aged care placement. Nick helped my mum with other paperwork even after his job was complete. Nothing was too much trouble. The advice he gave was imperative to my family’s future. When Dad died the Centaur team sent flowers and condolences to our family which was very unexpected. I could not recommend them highly enough. Thanks Nick and team.
Response from the owner: Thank you so much for the review, Gabb. Your feedback has truly warmed our hearts and we are so happy that Nick was able to assist your family in a time of need. Thank you for trusting us.
Melinda H.
Melinda H.
I have been dealing with this company for years absolutely love themHugh and his team are amazing my savings and super are on trackSo helpful and brilliant customer serviceHighly recommended
Response from the owner: Thank you Melinda. Seeing this feedback made our week. Helping clients to get on track, and to keep them confident and on track to their long term goals is what we are here for. Thank you
Jono M
Jono M
Bobby at Centaur Financial is exceptional! He was a pleasure to work with and made the entire process seamless. Bobby is extremely friendly, knowledgeable and goes above and beyond to ensure his clients are satisfied. I highly recommend his services to anyone in need of financial assistance.
Response from the owner: Thank you so much for sharing, Jono. Bobby has thoroughly enjoyed working with you and Centaur looks forward to a long and prosperous professional relationship with you.
sandra G.
sandra G.
Long time client of Hugh and the team - extremely happy with the thoroughness and attention to the individual circumstances as life changes.
Response from the owner: Thank you so much for the review and rating, Sandra. The team loves working with you, and we look forward to continuing to kick your personal and financial goals.
russell B.
russell B.
Being introduced to Hugh Robertson by our long term accountant 10 years ago turned into a great relationship with a progressive young man who cares about his clientele as well as their wealth creation and retirement plans!!
Response from the owner: Thanks so much for the comments and rating, Russell. Time flies when you're having fun! It has been our pleasure working with you over these years and our team has thoroughly enjoyed helping you achieve your goals.
Marilyn C.
Marilyn C.
Going to visit Hugh is a real pleasure and not just something I have to do.Hugh is a genuinely delightful and sincerely man, caring about all of his clientsAnd obviously doing his very best at all times.His Staff are all personally chosen to reflect his qualities.I would recommend Hugh and Centaur Finances to anybody needed quality care for their finances.Marilyn Culell
Response from the owner: Thank you for the lovely comments, Marilyn. Hugh and the team love working with you and Frank to help you both achieve your personal and financial goals. It warms our hearts to receive such feedback and we thank you for trusting us.
Courtney E.
Courtney E.
We have had the pleasure of working with Hugh and his team over the last year as well as being used by other family members for years. Centaur Financial Services is nothing but professional, helpful and very friendly - Couldn't recommend the team enough.
Response from the owner: Thank you so much for the thoughtful comments, Courtney. The team has thoroughly enjoyed working with you and Taj to help you achieve your personal and financial goals.
Wayne E.
Wayne E.
My wife and myself have invested with Centaur Financial Services and I am very happy with their service. My son and daughter have also invested with them. They have our whole family.
Response from the owner: Thank you so much for the rating and comments, Wayne. Hugh and the team love working with you, Fiona, and your family. Our team can't wait to continue to kick all of your personal and financial goals.
John B.
John B.
We are very satisfied with Hugh's (Centaur's) management of our SMSF and the fees are more than competitive and realistic.
Response from the owner: Thanks so much for your review, John. We look forward to continuing to kick your personal and financial goals.
Dave H.
Dave H.
Very professional and knowledgeable in the Finance & Super business Hugh and his team are at the top of the game when it comes to dealing with personal finance. Extremely glad to have Centaur taking care of my future..
Response from the owner: Thank you so much for the comments, Dave. Hugh and the team love working with you and can't wait to continue to kick your personal and financial goals.
Richard K.
Richard K.
My Wife and I have been with Centaur Financial Services Gold Coast for several years and have had not only Professional service but well explained information with better than expected results , we would highly recommend them.
Response from the owner: Thank you so much for the lovely comments, Richard. The team loves working with you and Pam to help you achieve your personal and financial goals.
Paul G.
Paul G.
The team at Centaur have provided us with great insight into investing. We had spoken to the others, before the team at Centaur. We found them to be responsive, timely with the information we required. As a result of the professionalism shown, I have sought their advice for my whole family. A special mention to Jenna Wheeler. What an asset, she is goal orientated and will extend herself to ensure clients needs are fulfilled. Highly recommended.
Response from the owner: What wonderful comments Paul. Thank you so much for sharing. The team has thoroughly enjoyed working with you, Cate, and your family. We look forward to a long and prosperous relationship kicking your financial goals.
Susanna F.
Susanna F.
My initial consultation with Jenna gave me more advice and assistance than I had expected. Jenna's friendly yet professional manner and knowledge has given me the confidence to book another appointment with her for assistance in my impending retirement planning.
Response from the owner: We are so happy that you have had such a wonderful experience, Sue. We look forward to working with you and helping you kick your retirement goals. Thank you for the lovely feedback.
Steven C.
Steven C.
Hugh talks to you as a friend, and as an adviser .He speaks at your level and knows the best products to suit where you are in life. We thoroughly recommend Centaur Financial Services, Hugh and the team.
Response from the owner: Thank you so much for the review, Steven. We love working with you and helping to achieve your personal and financial goals.
Karen H.
Karen H.
If you are looking for a company that will go above and beyond to look after you and your money, you can do no better than Centaur Financial Services. Real People, Real Service and Real Returns.
Response from the owner: Thank You Karen for the lovely comment. We look forward to helping you achieve all your goals over the coming years.
Pam L.
Pam L.
Hugh has been our financial advisor for over ten years. We have always felt very comfortable and confident, trusting in Hugh’s knowledge and strategies in his industry. The Centaur team are friendly and efficient and would have no hesitation in recommending Centaur Financial Services to anyone looking for financial advice.
Response from the owner: Thank you Pam for the lovely comment. We really enjoy working with you guys.
Peter C.
Peter C.
Hugh has always made us feel comfortable in every interaction we have had with him and his team, very professional but to a standard that we as non financial experts understand what he is talking about, we feel his advice to us has always made sense.
Response from the owner: Thank you for the comments Peter. We love working with you also to help achieve your goals.
Linda L.
Linda L.
I have felt comfortable from the outset with all interactions with Hugh and the crew. It is nice to feel this way and I feel a rare experience in our current business climate.
Response from the owner: Thank you Linda for your lovely comments and we look forward to working with you to live your best life going forward.
Ronnie F.
Ronnie F.
Could not be happier with how our Super is being handled. Hugh and the pleasant girls at Palm Beach would literally bend over backwards for any of their clients.We would not hesitate to recommend Centaur Financial Services to anyone that is looking for a reliable and honest crew to look after their financial affairs.
Response from the owner: Thank you for the lovely words Ronnie. We love working with you also.

Why Melbourne Chooses Us for Financial Advice

At Centaur Financial Services, we’re more than just a financial advisory firm; we’re your partners in navigating the journey towards financial success. Our commitment to understanding and meeting the unique needs of each client sets us apart in the vibrant city of Melbourne.

Here’s why our approach and advisers have earned the trust of so many.

In Melbourne, where every individual’s financial dreams and goals are as diverse as their culture, Centaur stands out for its personalised, client-centric approach. We believe in the power of listening and truly understanding each client’s distinct situation. For us, it’s not just about numbers; it’s about your career aspirations, lifestyle, personal goals, and the dreams you harbour for your future.

Our approach is akin to crafting a bespoke suit — tailored precisely to fit you. We devise customised roadmaps that align seamlessly with your financial goals, ensuring each step we take together is one towards success and fulfilment. With Centaur, your financial planning becomes a personal journey where you’re supported, guided, and understood at every turn.

Trust is the cornerstone of any advisory relationship in Melbourne’s financial market, which is constantly changing. Our advisers embody this principle through their credibility, experience, and dedication to upholding the highest standards of professionalism.

Our financial advisers are highly qualified, with a wealth of experience and an intimate understanding of the local market. They are proud members of esteemed organisations such as the Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA), SMSF Association, Tax Practitioners Board, and Finance Brokers Association of Australia (FBAA).

With over 55 years of combined experience and internationally recognised qualifications, including Certified Financial Planner (CFP) status, our financial advisers are equipped to offer practical advice that’s both trustworthy and tailored to the Melbourne context.

Having won numerous industry awards, including AFA Advisor of the Year in 2018, our financial planners are well-known for their unwavering commitment to client success. We pride ourselves on building long-term relationships with our clients and serving as trusted advisors through every life stage.

Choosing Centaur means trusting influential financial advisers committed to your financial well-being. Our advisers’ depth of knowledge and genuine care for your success make them the reliable choice for anyone seeking to navigate the complexities of financial planning. In a city as dynamic as Melbourne, having expert financial planners who understand the local nuances offers an unparalleled advantage.

Choosing the wrong financial planner can lead to extremely poor financial advice and financial planning issues that may damage your wealth creation and future plans. It pays to have financial planners with a long-standing reputation for excellence who are dedicated to providing reliable and personalised financial planning advice. Choose right; choose Centaur.

Melbourne financial advice
financial planning services Melbourne

Financial Planning Services in Melbourne

For the best financial planners in Melbourne, look no further than Centaur Financial Services. We’re dedicated to helping you achieve your financial goals, whether that’s securing a comfortable retirement or building wealth for the future. With our services, you’ll have a roadmap for your future and feel financially secure.

Our comprehensive approach is designed to encompass every facet of your financial life. We believe in the importance of a well-rounded strategy that focuses on your immediate needs and anticipates future challenges and opportunities.

From retirement planning and wealth management to cash flow and budget advice, debt management, tax strategies, superannuation strategies, SMSF advice, and exchange-traded funds, we ensure that every aspect of your financial health is carefully considered and addressed.

As members of the Financial Planning Association of Australia and Certified Financial Planner (CFP) professionals, our financial planners bring a wealth of knowledge and expertise to the table. This enables us to provide you with informed, strategic advice tailored to help you achieve your financial objectives. We commit to working alongside you, understanding your dreams and devising plans that turn those dreams into achievable goals.

Understanding superannuation and retirement planning within Melbourne’s specific regulatory environment is essential for securing a comfortable future. Our financial planners offer expert advice on managing self-managed superannuation funds and developing retirement strategies that maximise income and meet long-term goals. We’re here to ensure that your golden years are just that—golden.

Wealth management at Centaur Financial Services is about more than just accumulating assets; it’s about creating a legacy. Our investment strategies are meticulously designed to reflect your ambitions, ensuring your wealth grows and is preserved and transferred according to your wishes.

Our financial planners and advisers excel at devising strategies that encompass wealth accumulation, preservation, and transfer, providing a comprehensive solution for managing your financial legacy.

Whether you’re looking to build a solid foundation for your family’s future, preserve your wealth for retirement, or plan for the effective transfer of your assets, we are here to make your ambitions a reality. With Centaur Financial Services, you can rest assured that your wealth is managed with the utmost care, guided by expertise and a sincere commitment to your long-term success.

In the dynamic world of investments, our goal at Centaur Financial Services is to tailor strategies that maximise returns while minimising risks. Recognising that each client’s circumstances are unique, we understand your financial situation, preferences, and risk tolerance.

Our experienced financial planners leverage their expertise to recommend Australian financial services and products that align with your goals, ensuring your investments are positioned for growth and resilience against market volatility.

Our holistic financial advice is rooted in a commitment to your success. It offers peace of mind that your investment portfolio is crafted with precision, care, and an eye toward future prosperity.

Book an introductory meeting with our investment adviser team today.

Insurance holds a critical place in the tapestry of financial planning advice, safeguarding your personal interests. We recognise the importance of having robust insurance coverage.

We provide comprehensive financial advice on personal insurance, protecting you against life’s uncertainties. From estate planning to selecting the right insurance products, our team is dedicated to securing your financial well-being and legacy.

Our Expertise in Financial Planning

We understand that the journey towards financial stability and prosperity is deeply personal and unique to each individual. We are committed to offering personalised service that speaks to your aspirations and concerns. Our professional financial planners stand ready to guide you through the entire process with empathy, expertise, and unwavering support.

Having developed specialist knowledge, we ensure no stone is left unturned in our quest to financially secure your comfortable future.

Retirement planning is a cornerstone of financial security, demanding careful consideration and strategic planning. A financial planner plays a vital role in sculpting a retirement plan that meets your future income needs and aligns with your vision of retirement.

They assist in assessing your retirement needs, devising investment strategies to grow your savings, and navigating the complexities of retirement benefits. Furthermore, they ensure your retirement plan is integrated with your broader financial blueprint, encompassing income and estate planning to secure your legacy.

Our approach is rooted in empathy, over a decade of expertise, and a genuine commitment to your financial well-being. We believe in creating partnerships that empower you to confidently approach financial planning, supported by a team dedicated to making your financial dreams a reality. Together, let’s create a future where peace of mind and assurance are not just aspirations but certainties.

financial planning Melbourne

Financial Planner: Crafting Your Financial Blueprint

The journey to a comfortable retirement is not one-size-fits-all. It requires a personalised roadmap, meticulously crafted to suit your individual needs and aspirations. This is where a certified financial planner comes into play, turning your financial dreams into a structured, actionable plan.

The financial planning process is thorough and client-centred, involving several key steps:

Establishing the Relationship

This initial phase is about building trust and understanding, where your objectives and values are discussed openly.

Collecting Client Information

Gathering comprehensive financial data is crucial to inform the planning process accurately.

Analysis and Assessment

This step involves a detailed examination of your current financial situation, identifying areas of strength and those requiring attention.

Developing Recommendations

Tailored strategies and recommendations are formulated to bridge the gap between your current financial status and your goals.

Implementing Recommendations

Actionable steps are taken to put your plan into motion, whether it involves adjusting investment portfolios or setting up retirement accounts.

Reviewing and Revising the Plan

Life is ever-changing, so your financial plan should be flexible, requiring regular reviews and adjustments.

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Navigating Complex Financial Waters

At Centaur, we understand that the financial landscape can seem like a vast and sometimes intimidating sea. It’s our mission to guide you through these waters with a steady hand and a reassuring presence, ensuring your journey towards feeling financially secure is both successful and fulfilling.

Every individual’s situation is unique, reflecting their personal journey, dreams, and aspirations. Our financial advisors deeply respect this uniqueness. We start by getting to know you—your career, lifestyle, and personal circumstances—to build a comprehensive picture of where you stand financially. This empathetic approach allows us to provide personalised investment advice that’s in your best interests and resonates with your specific profile.

By recommending Australian financial services and products that align with your goals, we aim to maximise your investments, turning your financial dreams into achievable realities. Our commitment is to offer advice that suits your current situation and adapts to your evolving needs, ensuring long-term success and peace of mind.

Setting and achieving goals is a journey we’re honoured to share with our clients. At Centaur Financial Services, our financial advisor team employ a six-step process tailored to guide you towards your objectives with clarity and confidence:

  • Establishing a Trusting Relationship: We begin by building a foundation of trust, understanding your aspirations and concerns.
  • Gathering Information: Next, we collect all necessary information to get a clear view of your financial landscape.
  • Analysing Your Financial Status: We thoroughly analyse your finances to identify strengths and areas for improvement.
  • Developing Tailored Recommendations: We then craft personalised recommendations to bridge the gap between your current situation and your financial and life goals.
  • Implementing Strategies: Together, we take decisive steps to implement these strategies, moving you closer to your goals.
  • Reviewing and Revising: Life changes, and so will your financial plan. Regular reviews ensure it remains aligned with your needs and aspirations.

Financial Adviser: Your Partner in Success

Navigating the financial landscape can be like embarking on a journey through unfamiliar territory. It’s here, in these moments of uncertainty, that the guiding hand of a financial advisor becomes not just helpful but essential. At Centaur Financial Services, we understand this journey intimately. Our commitment is to walk beside you, offering clarity, confidence, and a path towards your financial aspirations.

Understanding the difference between a financial adviser and a financial planner is crucial in aligning your goals with the right expertise. A financial adviser is your comprehensive guide through the vast world of finance. They provide tailored advice on investment strategies, wealth management, and financial products, ensuring you can make informed decisions about your future.

Conversely, a financial planner delves into creating a holistic financial plan that touches on every aspect of your financial life, from budgeting and retirement planning to estate planning and risk management. They craft a customised plan that addresses your specific needs, helping you envision and achieve your financial and life goals.

Both roles are pivotal; the financial adviser offers a broad perspective and actionable advice, while the financial planner focuses on detailed, strategic planning. Together, they ensure your financial journey is well-navigated and aligned with your dreams.

Imagine having a partner who understands your financial dreams and has the expertise to make them a reality. This is the role of a financial adviser. With their deep knowledge of the financial industry and an objective perspective, they offer invaluable insights that can significantly impact your long-term plan and security.

A financial adviser is your ally when it comes to setting realistic goals and developing a comprehensive plan to achieve them. They help you navigate the complexities of investments, providing education and guidance that empowers you to make financial decisions confidently.

With Centaur Financial Services, you gain more than advice; you gain a partnership built on trust and a shared vision for your success.

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Book a Consultation with Centaur Financial Services Today

As a leading financial planner in Melbourne, Centaur Financial Services is committed to helping individuals and families achieve financial success. With our empathetic approach and tailored services, we aim to empower you to confidently navigate the complex world of finance and secure your long-term goals. Book a consultation with us today and take the first step towards a brighter financial future.