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 of the areas where Centaur Financial Services’ financial planners can assist.
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, it’s never too early or too late to devise a plan for a brighter future. 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 complimentary meeting today. Together, we can develop a personal plan tailored to your situation and needs.
Centaur Financial Services offer a range of financial services to help you reach your objectives. Our financial advisers work with a team of highly experienced specialists to provide expert advice on all financial services. Such services include taxation, property investment, self managed superannuation funds, wealth creation, investment advice, retirement planning, Centrelink, superannuation, finance and debt management, risk insurance, estate planning, and legal associates.
Below are just some of the ways our financial planners can help.
Whatever your goals, our team have 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.
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, being proactive; not just on a financial basis, but on a personal basis. We develop deep personal connections stemming from their personal wellbeing, not just their financial wellbeing. 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 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, and so every plan created is uniquely tailored to suit each client.
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 product to help you along your journey.
Let our Gold Coast financial planners guide you on your journey.
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.
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.
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.
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.
The six-step process is:
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.
The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.
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