FS POWER50 – Hugh Robertson
November 1, 2022
We are delighted to advise that our very own Managing Director – Hugh Robertson has once again been announced as one of the top 50 most influential financial advisers in the 2022 FS POWER50 list, published by Financial Standard For the ninth year running, the Financial Standard Power50 search recognises the most influential financial advisers in…
The Rich Life Vol 63
October 27, 2022
Welcome to our November newsletter. While the race that stops a nation is always a highlight of early November, on the economic front the Labor government’s first Budget, handed down in late October, has been a talking point. Treasurer Jim Chalmers’ first Budget was delivered against a backdrop of continuing turmoil on the global economic…
Catching the kindness bug
October 27, 2022
Australians have seen more than their share of tough times over the past few years and there are many stories of how individuals and communities responded to natural disasters and the pandemic with empathy and valuable assistance. Being kind and helping others does not have to be something that we only do in times of…
How to spot and stop financial abuse
October 27, 2022
Until recently, financial abuse was often kept secret, especially where it occurred within the family. Thankfully that’s changing with public awareness campaigns and help becoming more readily available. The emotional and economic damage caused by financial abuse can be far reaching and devastating. A recent Australian report calculates that in 2020 alone, financial abuse victims…
Federal Budget 2022-23: From a tax perspective
October 27, 2022
Quiet on the tax front, for now For once, tax measures took a back seat in a Federal Budget, with the second version for this year being billed as a “solid and sensible Budget suited to the times”. The October 2022 Budget resisted the recent trend to continually tinker with our tax system, but it…
October 2022-23 Federal Budget Analysis
October 26, 2022
Budget October 2022: sign of the times In his first Budget, Treasurer Jim Chalmers’ emphasised the three Rs – responsible budget repair and restrained spending, right for the times. For good measure, resilience also got a mention with spending targeted at building a more modern economy to deal with the challenges ahead. This is the…
The challenges of market timing
October 21, 2022
When markets fall, it’s natural to want to take action to prevent further losses. Doing so however can do more harm than good. Here’s why timing the market to buy low and sell high is not as easy as it sounds. If you’re invested in the financial markets and also keeping up with the news,…
Market Movements & Economic Review October 2022
October 21, 2022
Stay up to date with what’s happened in the Australian economy and markets over the past month. In September, persistently high inflation and aggressive rate hikes by the world’s central banks put global share and bond markets under pressure. Sharemarkets globally recorded a volatile month, driven by growing fears of the risk of recession and…
The Inside Network – Asset Allocation & Portfolio Construction Symposium
October 13, 2022
Our very own Managing Director Hugh Robertson was asked to speak at The Inside Networks Asset Allocation & Portfolio Construction Symposium held in Noosa this week. Hugh was honoured to be invited and delighted to talk about Centaur Financial Services’ approach to asset allocation and portfolio construction. The Asset Allocation & Portfolio Construction Symposium is…
Independent Financial Adviser (IFA) Excellence Awards Finalists 2022
October 5, 2022
We are delighted to announce that the Centaur Financial Services team and Hugh Robertson have been listed as Finalists for the Independent Financial Adviser (IFA) Excellence Awards. Centaur Financial Services has been named as a finalist in the IFA Excellence Awards for Client Servicing Company of the Year. Hugh Robertson has been named as a…
The Rich Life Vol 62
October 4, 2022
It’s October and the footy finals are almost over, depending on which code you follow. In Canberra though, Treasurer Jim Chalmers is warming up for his first Budget on October 25 against a background of mounting economic pressures. In September, persistently high inflation and aggressive rate hikes by the world’s central banks put global share…
Getting the balance right in decision making
October 4, 2022
We all approach decision making in our own way, making a multitude of decisions every day: ‘Should I hit snooze again on the alarm?,’ ‘Do I take the train to work, or do I drive,’ ‘What should we have for dinner?’ In fact, researchers estimate that the average adult makes 35,000 decisions every day.i While most…
Guide to concession cards for seniors
October 4, 2022
The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people, seniors’ concession cards are a good way to help make ends meet. While discounts on goods and services are always welcome, they’re even more valued right now as living costs…
Mortgage vs Super
October 4, 2022
With interest rates on the rise and investment returns increasingly volatile, Australians with cash to spare may be wondering how to make the most of it. If you have a mortgage, should you make extra repayments or would you be better off in the long run boosting your super? The answer is, it depends. Your…
Hugh Robertson makes Barron’s Top 100 Adviser List 2022
September 23, 2022
We are delighted to officially advise that Hugh Robertson, Managing Director of Centaur Financial Services has made Barron’s Top 100 Financial Adviser List for 2022. This morning, The Australian announced Barron’s Top 100 Financial Advisers in Australia for 2022 with Hugh coming in at #67. You can check out the full list here: Barron’s Top…
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