The Rich Life Vol 50
October 1, 2021
It’s October and with grand finals season almost over the countdown to summer begins. Despite ongoing lockdowns, rising vaccination rates are paving the way for the re-opening of borders and business. September was a mixed bag on the economic front. After reaching record highs in August, global sharemarkets stumbled in late September. There are concerns…
Market movements & review video – October 2021
October 1, 2021
Stay up to date with what's happened in Australian markets over the past month. Our September…
Decision making your way to the best outcome!
October 1, 2021
Throughout our lives, making a decision is something we do thousands of times a day. Our first thought occurs as soon as we wake, and our final thought when we drift off to sleep. Researchers have found on average, that most people will have approximately 6,200 thoughts per day.i Having so many thoughts requires us…
Your SMSF – wind it up or pass it on?
October 1, 2021
Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children and their spouses to your fund, it’s…
Spotlight on super performance
October 1, 2021
Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier to find out how your fund compares. Indeed, you may have noticed recent media reports naming 13 super funds that failed a performance test conducted by the…
Responsible Investing on the rise
October 1, 2021
For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want to be assured that their investments align with their values. Everyone’s values are different but given the choice most people would wish to make a positive difference to their…
Buy Hold Sell: 6 cracking ASX-listed income funds – Livewire
September 28, 2021
Our very own Hugh Robertson joins Livewire’s James Marlay in this special Income Series edition of Buy Hold Sell. Livewire also invited Pitcher Partners’ Charlie Viola to share his thoughts with Centaur Financial Services’ Hugh Robertson, on five cracking ASX-listed ETFs and one REIT for your income portfolio. As stated by Livewire in the release of…
What We Can All Learn From Rocky Balboa – MetLife Podcast
September 3, 2021
This week, Hugh sat down for a chat with Noel Lord of Metlife and discussed how Covid-19 has impacted the way he and our team engage with our customers. To listen to the podcast in full, please click here. Transcript below: __________ “Noel Lord: Good morning everybody, and welcome to the MetLife podcast series. My…
Managed Accounts and Centaur Financial Services – Praemium Podcast
September 3, 2021
Hugh Robertson joins Praemium’s Martin Morris in a podcast to discuss the key learnings that Hugh and our team have gained through our implementation of Managed Accounts. “As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group…
The Rich Life Vol 49
September 3, 2021
It’s September and spring is here, providing a welcome lift in spirits. After some spectacular…
Market movements & review video – September 2021
September 3, 2021
Stay up to date with what's happened in Australian markets over the past month. Our September…
Not feeling yourself? You could be languishing
September 3, 2021
Feeling a bit lacklustre as the days roll by? Hitting the snooze button more than usual? It’s a feeling that can be difficult to put your finger on, but it has a name, languishing. Whether it’s feeling exhausted and unmotivated, or restless and eager to do more, we can be off kilter from time to…
Don’t take super cover for granted
September 3, 2021
Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying for nothing. Most super funds offer life and total and permanent disability (TPD) insurance to fund members and, in some cases, income protection cover. But…
Aged care payment options
September 2, 2021
When it comes time to investigate residential aged care for yourself, your partner, parent or…
Finalists in the ifa Excellence Awards 2021 – ifa
August 25, 2021
We are delighted to announce that Centaur Financial Services, Hugh Robertson, and Jenna Wheeler have been listed as Finalists for the ifa Excellence Awards. Centaur Financial Services has been named as a finalist in the ifa Excellence Awards for Client Servicing Company of the Year and Self-Licensed Firm of the Year. Hugh Robertson has been…
End of content
End of content