“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.”

Financial Planning Gold Coast

Gain Peace of Mind for Your Future

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.

Gold Coast Financial Planning Services

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.

Financial Advice

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, to ascertain their current financial situation. Tailored financial advice is then provided, including which Australian financial services and financial products will best maximise their investments to help you reach your objectives.

Retirement Planning

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.

Wealth Management

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.

Cash Flow & Debt Management

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.

Self Managed Super

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.

Estate Planning

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.

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.

The Centaur Financial Difference

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.

centaur financial planning gold coast

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 product to help you along your journey.

Let our Gold Coast financial planners guide you on your journey.

Wealth Accumulator

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.


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.

Retirement Years

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.

Financial Planning Process

The 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.

The six-step process is:

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

How Financial Planning Can Help You

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.

financial planning gold coast clients
AFA Adviser of the Year (2018)

Your Future is in Good Hands

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.

See what our happy client's have to say about us!

Long time client of Hugh and the team - extremely happy with the thoroughness and attention to the individual circumstances as life changes.
sandra gibbs
sandra gibbs
00:41 11 Oct 21
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!!
russell bloxsom
russell bloxsom
01:52 08 Oct 21
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
Marilyn Culell
Marilyn Culell
00:08 07 Oct 21
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.
Courtney Edwards
Courtney Edwards
03:44 06 Oct 21
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.
Wayne Evans
Wayne Evans
10:13 05 Oct 21
We are very satisfied with Hugh's (Centaur's) management of our SMSF and the fees are more than competitive and realistic.
John Beard
John Beard
05:55 04 Oct 21
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..
Dave Hair
Dave Hair
06:43 09 Sep 21
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.
Richard Kownacki
Richard Kownacki
05:10 06 Sep 21
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.
Paul Grech
Paul Grech
23:33 02 Sep 21
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.
Susanna Fonay
Susanna Fonay
04:51 01 Sep 21
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.
Steven Caruana
Steven Caruana
07:01 29 Aug 21
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.
Karen Hobbs
Karen Hobbs
07:26 24 Nov 20
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.
Pam Lindores
Pam Lindores
06:38 24 Nov 20
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.
Peter Craig
Peter Craig
10:12 23 Nov 20
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.
Linda Leighton
Linda Leighton
10:03 23 Nov 20
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.
Ronnie Foley
Ronnie Foley
05:30 07 Aug 20
I have found all members of Centaur staff to be unfailingly prompt, efficient and considerate. They have all seen me through some difficult personal issues and i would have no hesitation in recommending the firm to anyone in need of financial planning assistance or advice.
Ronald Black
Ronald Black
03:59 23 Jul 20
I have known Hugh for more than ten years and have always found him approachable, direct and very client centric. Hugh was a deserved winner of the 2018 AFA Adviser of the Year award, an award which eclipses all others in the advice profession. Hugh and his team at Centaur support many Australian families on their financial journey with advice that provides certainty and peace of mind.
Marshall Brentnall
Marshall Brentnall
23:05 30 Oct 19

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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