Retirement
We help structure your investments in a tax-effective way and assist with any benefits that may be available
Maximise your financial position with smart choices tailored to your unique journey. From first home to retirement, we equip you to confidently navigate life’s stages, ensuring a secure future while enjoying the present. Our role is to minimise risks and achieve your evolving goals.
We help structure your investments in a tax-effective way and assist with any benefits that may be available
We’ll identify what you want retirement to look like and develop a roadmap on how to get there
We develop an action plan for your money and build smart financial strategies that reflect your goals
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We understand that everyone’s journey is unique. We will work with you to get the most out of your financial position by making smart money choices. Life is constantly changing, whether it be buying your first home or investment property, starting a family, growing in your career, building a business, thinking about retirement or wanting to ensure your income will last, we want to ensure that you are fully equipped financially to move through the life stages confidently and that you can enjoy today while having confidence in your future.
As you move through life stages your priorities, goals and challenges change. It is our role to navigate the changes and put a plan in place that works towards minimising risk while achieving your goals. Below are our life stages.
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.
Centaur Financial Services Pty Ltd is a Corporate Authorised Representative (CAR) number 342372 of Australian Advice Network Pty Ltd. ABN: 13 602 917 297 AFSL: 472901.
Centaur Financial Services provide Lending services as credit representatives of Connective Credit Services Pty Ltd. ABN: 51 143 651 496 Australian Credit Licence: 389328.
Complete the following form, and we will contact you to arrange a complimentary appointment with one of our financial planners on the Gold Coast.