Taking Control

Growing Your Financial Position Amidst Life’s Demands

Life can be hectic when trying to climb the career ladder and raise a family. We may have a lot of expenses, such as a mortgage, education costs, and other bills. It can be easy to feel like we don’t have time to think about our future financial goals. However, it is important to make time to do so, even if it is just a little bit each week. By planning for our future, we can ensure that we are on track to reach our financial goals.

This is where Centaur Financial Services can help. We can work with you to develop a financial plan that meets your individual needs and goals. We can help you save for retirement, pay for your children’s education, and protect your assets. We can also help you manage your investments and ensure your money is working hard for you.

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Our Approach

We’re by your side to give you the right financial advice to build wealth.

When we create your financial plan, we aren’t focused on what products you need. Instead, we focus on your long-term goals and what you want your life to look like.

We’ll explore how much you need for a comfortable retirement, your children’s education needs, what holidays you’d like to plan, and any home upgrades or improvements you want to achieve.

We then work together to develop an action plan for your money and build smart financial strategies to give you the confidence to know you’re on the right path.

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Building a Strong Foundation

The Power of Long-Term Financial Planning

In your 30s and 40s, laying the groundwork for a secure financial future becomes paramount. Discover how long-term financial planning can pave the way to financial freedom, provide peace of mind, and unlock a host of additional benefits.

When you’re in your 30s and 40s, it’s the ideal time to consider your long-term financial future. This is when you can set yourself on the path to financial security.

You want to enjoy making memories now that you and your kids will remember for the rest of your lives. While at the same time ensuring you’re working towards homeownership, protecting your family and providing an enjoyable retirement is within reach.

By having a clear long-term financial plan in place, you can get the balance right between enjoying the now and saving for the future.

Although we are Gold Coast-based, we have clients across Australia in Gold Coast, Brisbane, Sydney, and Melbourne. So, there’s no excuse not to contact us. Distance is no obstacle.

You’re starting to achieve a comfortable lifestyle with a decent income at this stage of your life. So your focus turns to thinking about managing your long-term future. It’s common for your financial planner to help with:

The common areas of focus when looking to grow your wealth include:

At Centaur Financial Services, initially, you’ll meet one of our financial advisers, and we’ll work through our proven financial planning process. Through this process, you’ll:

  • Gain a clear understanding of your current position and any current roadblocks.
  • Discuss your financial and lifestyle goals.
  • Work through the range of financial options and strategies available to you to help you achieve your goals.

While creating a financial plan in your 30s and 40s can help you accumulate wealth, it can also offer the following benefits:

Ensuring superannuation strategies are maximised

Maximising your super contributions and considering whether to set up an SMSF whilst factoring in a realistic transition to retirement pension.

Protecting your family

No matter how much planning we do, the unexpected can occur. We’ll work with you to ensure you have adequate insurance protection to keep your family and assets safe.

Getting your tax under control

Potentially prepaying any interest while maximising the advantage of super deductions and other strategies.

Develop a clear wealth focus as you approach retirement

We’ll help you make the most of superannuation strategies as well as leverage property and share investments.

long-term financial planning

Are you ready to start accumulating wealth?

Wealth accumulation is a long-term process, but it can be a rewarding one. With the right planning and financial advice, you can ensure that your money is working hard for you and that you are on track to reach your financial goals.

Centaur Financial Services can help you with wealth accumulation. We can help you assess your current financial situation, develop a plan to reach your goals, invest your money, manage your investments, and protect your assets.

If you are ready to start accumulating wealth, contact Centaur Financial Services today.

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