When managing your money, one of the biggest problems isn’t a lack of information but information overload. This can lead to ‘paralysis by analysis’. You know your dreams but don’t know how to achieve them! Don’t become disheartened or overwhelmed with the ‘how’. What’s important is you really understand your ‘why’.

Empowering Financial Freedom

Need Financial Advice & Planning on the Gold Coast?

As Gold Coast financial advisors, it’s our role to listen to you- to understand your current financial position and future goals; then select the right financial strategies to ensure your goals are met.

Are you ready to turn your financial dreams into reality?

We work with you to devise a roadmap that aligns you with your goals, whatever they may be. Whether you want to pay down your mortgage, reduce tax, grow your superannuation, protect your family, and more, Centaur Financial Services can get you from A to B in a cost-effective and tax-effective manner.

We deliver proactive and forward-thinking financial advice supported by effective implementation, long-term commitment, and discipline. We follow a proven six-step financial planning process that entails the following:

  • Discovery: Discuss the Financial Services Guide and terms of engagement.
  • Goals planning: Discuss your personal and financial information, goals and priorities, and attitudes to risk.
  • Analysis: Assess your potential cash flow, superannuation, tax, saving, social security, and estate planning needs to meet your goals.
  • Strategy: Develop and compare a range of strategies to meet your goals.
  • Recommendation: Discuss the recommended strategies with you.
  • Implementation: Complete the Authority to Proceed and implement your strategy.
  • Ongoing Advice: Review your financial plan, advise any changes to your circumstances, and optimise your investment portfolio.

A successful financial plan puts you on track to meet your short-term and long-term goals. Get ahead by investing in one of the best financial advisory firms on the Gold Coast, Centaur Financial Services.

Centaur Financial Services isn’t your typical Gold Coast financial advice and planning firm. We think we go that extra step to deliver quality, personalised service uniquely tailored to suit each client. We are more than your financial advisor; we’re your partner, guiding you through life’s ups and downs with you every step of the way.

Whether you live on the Gold Coast, Brisbane, Sydney, or Melbourne, our financial advisors can help. Schedule a meeting with our team today.

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Financial Advisors

Achieving Financial Success

Comprehensive Solutions from Gold Coast’s Top Financial Advisors

Our team comprises some of the best financial advisors on the Gold Coast and takes a holistic approach to your financial situation. We look at all areas of your personal and professional life to develop the big picture. We’ll explore your current financial position, identify your future expectations, and devise a strategy to bridge the gap. Our goal isn’t only to help you reach your long-term goals, but to identify short-term and medium-term goals and offer financial advice that will protect you and your loved ones along the way.

If you have a dream and need help making that dream come to fruition or want to ensure you have the funds to take care of yourself in your later years, our Gold Coast financial advisors will benefit you.

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Frequently Asked Questions About Financial Advice and Planning

As Gold Coast financial advisors, we can help you reach your financial goals. Still, beyond this, we can help in many other areas, including personal tax, estate planning, and personal insurance, to name a few.

Seeking financial advice from our Gold Coast financial advisors can also help you:

  • Pay off your home loan quicker
  • Minimise your tax through smart investing
  • Create strategies to eliminate any financial risk
  • Build your investment portfolio to create wealth over the long term
  • Provide a roadmap that puts you on track to achieve your financial goals
  • Maximise your super through strategic planning
  • Make your debt work for you by identifying good debt from bad debt
  • Construct a tax-efficient estate plan that puts more money in your pocket
  • Protect yourself, your family, and your assets with bespoke protection strategies
  • Structure your super to set you up for retirement
  • And many more benefits!

The road to success starts by setting clear, strong goals. Don’t be afraid to reach for the stars; if you can dream it, you can do it.

Harvard did a study of goals and planning and what they found is that the 3% of their MBA graduates who set the goals were worth ten times the amount of the 97% added together.

So, if you think setting goals isn’t important, chances are, you will be like the other 97% in the study. We want to help you be in the 3%.

Contrary to popular belief, the need for a Gold Coast financial advisor extends beyond the wealthy. Have you ever wondered how the affluent achieved their success? They were once like you, with dreams and a desire for a comfortable retirement. What set them apart was their proactive decision to seek financial advice early on, paving the way for their prosperity.

No matter where you are in your financial journey, consulting a financial advisor is always a wise move. In the midst of the COVID-19 pandemic, there has never been a more opportune time to seek guidance from a trusted Gold Coast financial advisor. The current landscape of uncertainty has led Australians to prioritize their financial well-being, resulting in a significant surge in demand for professional advice, as highlighted in the ‘Investment Trends 2020 Financial Advice Report’.

As Loong Choi, Senior Analyst at Investment Trends, states, “Against a backdrop of economic uncertainty and volatile markets, a record number of non-advised Australians realise they need professional financial advice. Among these potential advised clients, the pandemic has been a major catalyst, with 44% saying the COVID-19 situation had increased their likelihood of seeking advice.“

At Centaur Financial Services, we believe that pivotal life events altering your circumstances are the ideal moments to reach out. The value of expert guidance on your path to financial security and success should never be underestimated.

Consider consulting a financial advisor during important milestones such as:

  • Getting engaged, married or divorced
  • Planning for or having a baby
  • Getting your first job
  • Buying a house or investing
  • Changing jobs or careers
  • Starting or selling a business
  • Coming into some money (inheritance, lotto win etc.)
  • Planning for retirement
  • Planning for your estate

Take control of your financial future with Centaur and experience the benefits of expert advice tailored to your unique circumstances.

No two Gold Coast financial advisors are the same, so finding a trustworthy advisor that meets your expectations is important. You should expect nothing but a high level of service, open communication, and complete transparency from your financial advisor.

You can expect the following from Centaur Financial Services’ financial advisors:

  • A thorough analysis of your current financial situation
  • Identification of realistic and achievable goals
  • Upfront discussions of fees and costs
  • Product and Insurance recommendations that are in your best interest
  • Comprehensive explanations of strategies and products
  • Regular communications

We are biased, but the answer is yes!

Research from a Queensland University of Technology study found that the majority of clients viewed financial advice as making a positive contribution to their financial well-being. Moreover, they also agreed it was favourable to psychological well-being factors. 83% agreed that it improved their sense of security, 82% agreed it improved their financial well-being, 78% agreed that it improved their sense of control, and 77% agreed that it heightened their peace of mind.

Additional studies by Vanguard and Russell Investments found that a good financial advisor can increase investor returns by 3-3.75%, respectively.

If you’re looking for a return on your investment, contact Centaur and put your trust in one of the best financial advisors on the Gold Coast.

Before meeting with a financial advisor on the Gold Coast, it’s helpful to consider life-changing events such as the age you wish to retire, how you wish to retire, and who your beneficiaries are. These are all questions you will be asked in your first meeting with Centaur Financial Services. It’s also helpful to know your current financial position and clearly understand your future goals.

Knowing your goals will help your financial advisor create a strategy that’s right for you.

Are you ready to take control of your financial future?

Don’t leave your financial well-being to chance. Contact us today to schedule a consultation with one of our Gold Coast financial advisors to discover how our expert financial advice and planning can empower you to make informed decisions, secure your financial future, and achieve your goals with confidence and peace of mind.

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