“Our mission is to make a positive and meaningful difference in our client’s lives and maximise the probability of you reaching your life goals.”

Secure Your Financial Future

Gain Peace of Mind for Your Future Today

It’s now more important than ever to have certainty over your financial future during these volatile times. Financial planning is one way to gain such assurance.

Are you aware of your current financial position? Do you have short and long-term objectives? Are you on track to reach your retirement goals? Are you maximising your savings? These are just some areas where Centaur Financial Services’ financial planners can assist. Let our Gold Coast financial planners guide you on your journey.

Your life matters. Your future matters. Therefore, your financial position matters. Centaur Financial Services is passionate about improving its clients’ lives through expert financial advice and well-developed financial plans. We are client-focused and provide transparency in our financial services and financial products.

When it comes to helping clients with financial planning on the Gold Coast, the most important thing we can do is be proactive and work alongside them. This is the Centaur Financial Difference. Client care is paramount. We are constantly talking to our clients, listening to them, and being proactive, not just on a financial basis but on a personal basis. We develop deep personal connections stemming from their personal well-being, not just their financial well-being. We continue to work with them over the years to ensure their financial plan supports their lifestyle needs and ambitions.

Over many years, Centaur has developed an industry-leading approach to delivering quality personalised financial advice and solutions. We approach financial planning with a holistic advice model, and we focus only on what we excel in. We strive to be the very best at financial planning rather than adequate in multiple related services, like accounting or business advice. We understand that what you value will ultimately be the driver for your personal and financial objectives, so every plan created is uniquely tailored to suit each client.

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Your Financial Journey

We have financial planning packages to assist a diverse range of clients in achieving their goals. Perhaps you have just started a family, are about to buy your first house or have made an essential step in your career. Whatever the reason for wanting to be proactive with your finances, the earlier you start planning for financial security, the better.

It’s never too early to start planning. Nor is it ever too late. Whether you’re looking to accumulate wealth, on the retirement horizon, or heading into retirement, our team has the right financial services or financial products to help you along your journey.

Whatever your goals, our team has the experience and the right advice to see them come to fruition. Let us make a difference in your life with personal advice and tailored strategies. Contact our friendly team today.

Below are just some of the ways our financial planners can help.

Financial planning starts with professional financial advice. Our experienced Gold Coast financial planners begin with a thorough review of clients’ circumstances, career, lifestyle, and personal situation, to ascertain their current financial situation. Tailored financial advice is provided, including which Australian financial services and products will best maximise their investments to help you reach your objectives.

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Retirement planning is the key to future financial security; it’s also one of the most beneficial financial investments clients can make towards their quality of life. Our financial planners devise personalised plans to help clients live their best life in retirement. We provide retirement advice, help clients define their long-term goals and formulate strategies to maximise income throughout retirement. Peace of mind is priceless.

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Build and manage wealth with our Gold Coast wealth management team. Our highly experienced financial planners devise wealth management strategies to capitalise on clients’ hard work, ensuring their investment strategy reflects their ambitions and wishes. We provide financial advice, define goals and cultivate roadmaps to stand clients in good stead for the path ahead.

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The path to wealth starts with understanding what comes in and what goes out. Our Gold Coast financial planning team help clients regain control of their cash flow, setting them up for a bright and prosperous future. We provide advice and develop effective debt management plans to help clients navigate through debts, and provide strategies to change bad debt into good debt.

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Superannuation is a vital component of any financial planning strategy. However, self managed super can be a game-changer in maximising one’s superannuation nest egg. Our Gold Coast self managed superannuation specialists help clients navigate through the challenging aspects of an effective self managed superannuation fund, providing the right advice and investment strategies to maximise their return on investment.

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Any well-rounded strategy includes estate planning. Our financial advisers help ensure clients’ wishes are reflected and protected through proficient estate planning strategies and professional financial advice. We help clients plan wills, appoint Enduring Power of Attorneys, nominate superannuation beneficiaries, and provide the best life insurance products to meet their needs and lifestyle.

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Achieve Your Financial Goals with Expert Guidance

Centaur Financial Services, Your Trusted Partner

As members of the Financial Planning Association of Australia and Certified Financial Planner (CFP) professionals, Centaur Financial Services can provide the right advice to help you achieve your objectives, helping you ‘Plan and Live Well’.

Regardless of your life stage, planning for a brighter future is never too early or too late. We help clients of all ages; in all life stages, providing financial advice and winning strategies to point clients in the right direction. Our plans cover all bases, including retirement planning, wealth management, cash flow, self-managed super funds, tax, and investment opportunities.

Contact the Gold Coast financial planners at Centaur Financial Services for a chat today.

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Achieve Your Goals with Our Proven Financial Planning Process

The financial planning process is key to any successful strategy. It comprises six essential steps that help shape individualised strategies for our clients. We follow this industry-leading formula to ensure each base is covered; to provide the absolute best advice to our clients, to follow up, and to continue to provide outstanding service once the strategy is in place.

  • to establish and define the relationship with the client,
  • to collect the client’s information and ascertain their financial goals,
  • to analyse and assess the client’s current financial status,
  • to develop the financial planning recommendations and present them to the client,
  • to implement the client’s financial planning recommendations, and finally,
  • to review the client’s financial situation or needs and revise the plan

If you aspire to retire in comfort, to leave a sizable legacy and nest egg to your children and grandchildren, to alleviate financial burdens and gain peace of mind through financial security, then seeking the aid of a Gold Coast financial planner will be beneficial.

Put simply; financial planning will assist you in achieving your life goals. At its core, financial planning is about formulating personal strategies to support your objectives. Yet, it’s so much more. Financial planning will also serve in defining and set short-term and long-term financial goals. It will help keep you motivated and committed to being money-smart, and it will help you set performance standards. Financial planning will also provide a path to aid decision-making and nurture positive economic outcomes. The result isn’t only financial benefits but mental and emotional health benefits as well.

In 2017, Investment Trends found that around 2.6 million Australians sought financial advice in 2016, yet 48% of Australians have an unmet advice need. If you’re one of the 48%, who have not yet sought or received the advice you desire, now’s the perfect time to contact us at Centaur Financial Services. We have the right Gold Coast financial planner to help make your dreams become a reality.

The key to any successful financial plan is not the strategy itself. It is the combination of taking action, effective implementation, long-term commitment, and discipline that brings a plan to life, making it successful in reaching your goals.

Align your future with an AFA Adviser of the Year (2018) and IFA Excellence Award Winner (2019), Centaur Financial Services.

As an award-winning Gold Coast financial planning firm, we are recognised for working one to one with our clients to help deliver the best outcomes for their current and future needs. We’re members of the Financial Planning Association of Australia (FPS), Association of Financial Advisers (AFA), SMSF Association, Tax Practitioners Board, and Finance Brokers Association of Australia (FBAA).

Centaur Financial Services is a corporate authorised representative of the Australian Advice Network. Centaur co-founded Australian Advice Network so that our expert advisers can focus on clients first, without any institutional pressure to sell a narrow range of products. Many of the best financial planning strategies require no products at all. Though, Centaur Financial Services has access to the leading financial product providers, if needed, to provide the right solution for you.

Securing your future is about so much more than just managing money.

As a Centaur Financial Services client, you will be employing a proven wealth management expert in proactive and forward-thinking financial advice. Our team of professional financial advisors are financial planning experts. Combined, we have over 55 years of financial planning experience and internationally recognised qualifications, including Certified Financial Planner (CFP) status; the highest professional qualification in the industry.

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Your Financial Journey

We have financial planning packages to assist a diverse range of clients in achieving their goals. Perhaps you have just started a family, are about to buy your first house or have made an essential step in your career. Whatever the reason for wanting to be proactive with your finances, the earlier you start planning for financial security, the better.

It’s never too early to start planning. Nor is it ever too late. Whether you’re looking to accumulate wealth, on the retirement horizon, or heading into retirement, our team has the right financial services or financial products to help you along your journey. Let our Gold Coast financial planners guide you on your journey.

Building Your Wealth

Whether you are trying to get ahead on your home mortgage or the kids are about to start school, it is crucial to feel like you’re on top of your finances, not living day-to-day. Creating a clear pathway towards your lifestyle goals will help build financial security, reduce stress, and create more options for you and your family. Building wealth is the first step of your financial journey, and the choices made here are the most crucial to future prosperity.

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Retirement Horizon

With retirement around ten years away and an empty nest at home, you may start dreaming of retirement. How much income will I need? When can I afford to retire? Can I start working less now and transition out of the workforce? We can provide a range of retirement strategies to help you protect your lifestyle while bridging any gap between the size of your current nest egg and the one you need in your retirement, whenever that might be.

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Retirement Years

You may have just started to enjoy your retirement freedom and need to take stock to review your finances’ longevity. Your priorities have changed from building wealth to being smart about how you use it. You need a plan to give you the lifestyle you want and to create a legacy that is important to you. Your income and capital preservation strategies may incorporate income generation, age pension, and estate planning, amongst other approaches.

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Are you ready to take control of your financial future?

Don’t leave your financial well-being to chance. Contact us today to schedule a consultation and discover how our expert financial planning on the Gold Coast can empower you to make informed decisions, secure your financial future, and achieve your goals with confidence and peace of mind.

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