When it comes to managing your money, one of the biggest problems isn’t 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’. As Gold Coast financial advisors, it’s our role to listen to you. To understand your current financial position and your future goals; then go about selecting the right financial strategies to ensure your goals are met.
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.
Are you ready to turn your financial dreams into reality?
True, our Gold Coast financial advice and planning service will help you reach your financial goals, but beyond this, we can help in many other areas, including personal tax, estate planning, and personal insurance just to name a few areas.
Our team comprise of some of the best Gold Coast financial advisors on the Gold Coast and take 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 and identify your future expectations, then devise a strategy to bridge the gap. Our goal isn’t to just help you reach your long-term goals, but to identify short-term and medium-term goals and offer 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 make sure you have the funds to take care of yourself in your later years, then our Gold Coast financial advice and planning service will be beneficial to you.
Our Gold Coast financial advice and planning service can help you:
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%.
There has never been a better time to seek advice from a professional Gold Coast financial advisor. The uncertainty of the COVID-19 pandemic has prompted Australians to seek greater engagement than years past. In fact, according to the Investment Trends 2020 Financial Advice Report, demand for financial advice has doubled in the last five years.
“Demand for financial advice has doubled in the last five years“
Loong Choi, the Senior Analyst at Investment Trends, stated, “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”.
If you’re concerned during this period of volatile markets, then engaging Centaur Financial Services will provide you comfort and peace of mind knowing you’re prepared for the future.
There is a misconception that only the rich need a Gold Coast financial advisor. This isn’t true. How do you think the rich got rich? There was a time when they were like you, with a dream and an invested interest to live out a comfortable retirement. It was their proactive actions of seeking financial advice in their earlier years that made them prosperous.
It is never too early or too late to speak to a financial advisor. The ideal time to reach out to Centaur Financial Services is when you encounter a life event, which changes your current situation.
Some common occasions where a financial advisor may be beneficial include:
The role of a Gold Coast financial advisor is to devise a bespoke strategy to put you on track to meet your financial goals, as efficiently as possible. We help you set short-term and long-term goals, then use our expertise and knowledge of available financial products, such as investments and insurance, to match your goals.
No two Gold Coast financial advisors are the same, which is why it’s important to find a trustworthy advisor that meets your expectations. You should expect nothing but a high level of service, open communication, and complete transparency from your financial advisor.
You can expect the following for Centaur Financial Services’ financial advisors:
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, then contact Centaur Financial Services and put your trust on one of the best financial advisors on the Gold Coast.
Before meeting with a financial advisor on the Gold Coast, it’s helpful to give thought to life-changing events such as the age you wish to retire, how you wish to retire, and who are your beneficiaries. 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 have a clear understanding of your future goals.
Knowing your goals will help your financial advisor create a strategy that’s right for you.
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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