Difficult Conversations

How to manage difficult conversations

August 3, 2021
Saying or hearing the words, “We need to talk,” whether it’s in the workplace or in your personal life, can be a source of tension and conflict but there are ways to manage conversations that have the potential to be difficult. Difficult conversations can range from speaking to a family member about concerning behaviour, to…
AAN Webinar Featuring HR

How to create a portfolio to get through the next crash and protect your wealth – Webinar

July 29, 2021
Our very own Hugh Robertson joined Jeff Thurecht and Marshall Brentnall from Evalesco to talk about all things AAN Asset Management and how you can create a portfolio to get through the next crash and protect your wealth. Throughout the webinar the trio touched on: • How the AAN Model portfolios went over the financial…

EOFY Wrap Up – 2020/21

July 14, 2021
July marks the start of the new financial year, a good time to reflect on how far we have come since this time last year and to make plans for the year ahead. Check out Hugh’s latest EOFY Wrap Up for all things End of Financial Year, Centaur Financial Services, our Team, and our clients….
Gold Coast Financial Planners

Alyssa Stewart – Finalist for the Australian Services Excellence Awards

July 8, 2021
We are so proud to announce that our very own Alyssa Stewart, has been chosen as a finalist for the Australian Services Excellence Awards (ASEAs) for the category – Customer Service Professional of the Year. The ASEAs are Australia’s premier customer service awards program, attracting hundreds of nominations each year and culminating with attendees coming…

Market movements & review video – July 2021

July 1, 2021
Stay up to date with what's happened in Australian and global markets over the past month. Our…

The Rich Life Vol 47

July 1, 2021
It’s July, there’s a nip in the air and winter has well and truly set in, as Australia deals with…
Gold Coast Financial Planners

What’s up with inflation?

July 1, 2021
Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of Australia (RBA) appears quite comfortable about the outlook. Inflation…
Gold Coast Financial Services

Going For Gold To Achieve Your Goals

July 1, 2021
The Olympic Games always provides a platform to marvel at what humans are capable of, as the athletes competing strive to be the fastest, the strongest or just the best, to win gold. While this year may be a little different, the Games still give us the opportunity to be inspired by the remarkable performances…
Gold Coats Financial Planners

New Financial Year Rings In Some Super Changes…

July 1, 2021
As the new financial year gets underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will happen automatically so you won’t need to lift a finger. Others, like higher contribution caps, may require some planning…
Gold Coast Financial Planners

The advice model of the future – ifa Show Podcast with Hugh Robertson

June 25, 2021
In this episode of the ifa Show, our very own multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice’s goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model. As the ifa Show reveals, Hugh unpacks how the concept of goals-based advice has evolved over…
Gold Coast Financial Planners

Eyeing off Bitcoin? These alternatives are worth considering – The New Daily

June 23, 2021
Hugh Robertson spoke with Euan Black, Finance Editor from The New Daily discussing and sharing some knowledge on Bitcoin and what alternatives are worth considering when it comes to investing. Euan from The New Daily has asked the question, would people plough so much money into Bitcoin if they knew they could find decent returns…
Gold Coast Financial Planners

Most millennials don’t have a savings plan. Here’s how to build one – The New Daily

June 17, 2021
Hugh chatted with Matthew Elmas of The New Daily to discuss and share some knowledge and insights about Millennials, budgeting, goals, and savings plans. According to The New Daily, new research from Commonwealth Bank shows a worrying 61 percent of Australians aged 24 to 39 do not have a regular savings plan, and 14 percent said…
Gold Coast Financial Planners

Netflix is cracking down on account sharing. This is one way to respond – The New Daily

June 16, 2021
Hugh recently chatted with Matthew Elmas of The New Daily to discuss and share some insights on Netflix. According to The New Daily, if you’ve watched Netflix lately you might have seen this unwelcome pop-up message: “If you don’t live with the owner of this account, you need your own account to keep watching.” It’s…
Gold Coast Financial Planners

The Rich Life Vol 46

June 1, 2021
It’s June which means winter has officially arrived. As we rug up and spend more time indoors,…
Gold Coast Financial Planners

Market movements & review video – June 2021

June 1, 2021
Stay up to date with what's happened in Australian and global markets over the past month. Our…

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