Barron’s Advisor Australia Summit
September 2, 2022
Centaur’s Managing Director, Hugh Robertson was fortunate enough to be asked to sit on a panel with Charlie Viola of Pitcher Partners at the recent Barron’s Advisor Australia Summit to discuss how to create “One of the Best Places to Work”. Hugh and Charlie stole the show with their wit and knowledge, harnessing their experience…
Market Movements & Economic Review September 2022
September 1, 2022
Stay up to date with what’s happened in the Australian economy and markets over the past month. In August, the focus was on US Federal Reserve chair Jerome Powell’s speech, during which he reinforced the focus on bringing US inflation down, even at the risk of recession. In Australia, economic conditions are less gloomy, with…
The Rich Life Vol 61
September 1, 2022
Welcome to our Spring newsletter. September means it’s football finals season and hopefully the beginning of warmer weather despite the recent late winter chill. In August, the focus was on US Federal Reserve chair Jerome Powell’s speech at the annual Jackson Hole business gathering on August 26, and he was blunt. To hose down talk…
Go on… take a break!
September 1, 2022
One of the things many of us have been missing over the past few years is holidays, but now that the world is opening up again for travel and destinations that have been pretty quiet are now eagerly welcoming back tourists, taking a break has never been more appealing. Holidays are not just a lovely…
Secrets of success: learning from high achievers
September 1, 2022
‘If I have seen further that is by standing on the shoulders of giants’ – Isaac Newton We all want to be the best that we can be but achieving your version of success takes effort. You can take a step in the right direction by learning from those who have gone before you and…
How is my insurance taxed?
September 1, 2022
With the cost of living on the rise, it’s more important than ever to have a financial safety net that protects you and your family in case the unexpected happens. Most Australian employees have some form of life insurance, often through their superannuation fund, but many of us tend to set and forget. To make…
How much do you need to retire
September 1, 2022
Working out how much you need to save for retirement is a question that keeps many pre-retirees awake at night. Recent market volatility and fluctuating superannuation balances have only added to the uncertainty. So it’s timely that new research shows you may need less than you fear. For most people, it will certainly be less…
FSPOWER 50 Finalist | 2022
August 19, 2022
Hugh has been shortlisted as a finalist on the 2022 FSPOWER 50 list, published by Financial Standard. The 2022 FS Power50 search recognises the most influential financial advisers in Australia. We are delighted to advise that our Managing Director – Hugh Robertson CFP® has once again been shortlisted with 100+ Financial Advisers across Australia. This…
Switching the managed accounts tap on – Professional Planner
August 3, 2022
Managing Director, Hugh Robertson joins Eleanor Menniti, Head of Client Product Strategy & Consultant Relations at BlackRock, on the Principals in Practice Podcast Series hosted by Tahn Sharpe. Tahn Sharpe, Editor of Professional Planner recently shared on the ‘Switching the managed accounts tap on’ podcast, that managed accounts present a clear value proposition for most…
Market movements & economic review August 2022
August 2, 2022
Stay up to date with what’s happened in the Australian economy and markets over the past month. Rising inflation and interest rates remained the focus of attention in July. Inflation jumped to 6.1% in the year to June and the Reserve Bank lifted the cash rate in July, with similar increases tipped to come. Stocks…
The Rich Life Vol 60
August 2, 2022
It’s August and as winter draws to a close there’s snow in the Alps and the wattle is blooming. Many Australians will soon receive a sizeable tax refund, if they haven’t already, which should help ease those rising cost-of-living blues. Rising inflation and interest rates were the focus of attention in July. The US Federal…
Tech tips to get more hours in your day
August 2, 2022
Life just seems to get ever busier as the years roll by and our most precious commodity is often our time. We could all do with a few more hours in the day and technology continues to play a vital role in bringing efficiencies into our daily lives. In fact, research indicates that technology saves…
Coming to terms with stagflation
August 2, 2022
First, we had to brush up our understanding of inflation and what it means for our hip pocket and our investments. Now the term stagflation is being thrown into the economic mix. For those with long memories, stagflation is a reminder of the late 1970s and early 1980s when the world economy fell into what…
How do SMSFS Invest?
August 2, 2022
As Australia’s system of compulsory superannuation celebrated its 30th anniversary in July, this is a good time to take a closer look at one of super’s biggest success stories – the number of people deciding to take control of their retirement savings with a self-managed super fund (SMSF). There are now almost 607,000 SMSFs worth…
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Market Review & Commentary