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Our Services

Centaur Financial Services work as your partner, helping you navigate through the financial ups and downs life throws at you. First, it starts with your goals. Then it’s a lifelong commitment to achieving short, medium and long term objectives through a range of financial strategies and structures.

Retirement Planning

Retirement Planning

We help you live your best life in retirement by designing a personalised plan

Wealth Management

Wealth Management

Ensuring you have an investment strategy that reflects your goals and wishes

Financial Advice & Planning

Financial Advice & Planning

Getting your financial house in order and using industry leading strategies

Personal Insurance

Personal Insurance

Ensuring that you have peace of mind for you and your loved ones

Superannuation Planning

Superannuation Planning

Helping you understand the significance of an actively managed superannuation portfolio

SMSF Advice

SMSF Advice

Helping you have more control over your retirement nest egg for greater peace of mind

Estate Planning

Estate Planning

Making sure your wishes are reflected and you are protected

Debt Management

Debt Management

Some debt is good and some debt is bad. We will point you in the right direction

Cash Flow & Budget

Cash Flow & Budget

The path to wealth starts with understanding what comes in and what goes out

Tax Advice & Planning

Tax Advice & Planning

Tax-Effective advice to help reduce your tax commitments and maximise your tax returns

Sustainable Investing

Sustainable Investing

Invest in companies that seek to fight environmental devastation and climate change while advocating corporate responsibility.

Centrelink & Age Pension Advice

Centrelink & Age Pension Advice

Maximising benefits where you can so you do not need to draw down your capital

Aged Care Financial Advice

Aged Care Financial Advice

A difficult emotional situation where we can help with the financial jargon and complexity

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

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