Financial Planning Gold Coast

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?

“Humans are very good at considering what might go wrong if we try something new. What we don’t often consider is the atrocious cost of the status quo, not changing”

Benefits offered by Financial Advisors

True, as Gold Coast financial advisors, we can 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 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 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 make sure you have the funds to take care of yourself in your later years, then our Gold Coast financial advisors will be beneficial to you.

Our Gold Coast financial advisors can 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, family, and assets with bespoke protection strategies
  • Structure your super to set you up for retirement
  • And many more benefits!
setting financial goals

How To Set Goals

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%.

Why now's the perfect time to seek financial advice on the Gold Coast

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.

couple seeking financial advice

The Centaur Difference

Centaur Financial Services isn’t your typical Gold Coast financial advice and planning firm. We like to 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.

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:

Ongoing Advice

The Result?

A successful financial plan that puts you on track to meet your short-term and long-term goals.

Get ahead by investing in one of the best financial advice firms on the Gold Coast, Centaur Financial Services.

Frequently Asked Questions About Financial Advice and Planning

  • When should I speak to a financial advisor?

    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:

    • 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
  • What does a financial advisor do?

    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.

  • What should I expect from a financial advisor?

    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:

    • 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
  • Is it worth using a financial advisor?

    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.

  • What to know before meeting with a financial advisor?

    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.

See what our happy client's have to say about us!

Long time client of Hugh and the team - extremely happy with the thoroughness and attention to the individual circumstances as life changes.
sandra gibbs
sandra gibbs
00:41 11 Oct 21
Being introduced to Hugh Robertson by our long term accountant 10 years ago turned into a great relationship with a progressive young man who cares about his clientele as well as their wealth creation and retirement plans!!
russell bloxsom
russell bloxsom
01:52 08 Oct 21
Going to visit Hugh is a real pleasure and not just something I have to do.Hugh is a genuinely delightful and sincerely man, caring about all of his clientsAnd obviously doing his very best at all times.His Staff are all personally chosen to reflect his qualities.I would recommend Hugh and Centaur Finances to anybody needed quality care for their finances.Marilyn Culell
Marilyn Culell
Marilyn Culell
00:08 07 Oct 21
We have had the pleasure of working with Hugh and his team over the last year as well as being used by other family members for years. Centaur Financial Services is nothing but professional, helpful and very friendly - Couldn't recommend the team enough.
Courtney Edwards
Courtney Edwards
03:44 06 Oct 21
My wife and myself have invested with Centaur Financial Services and I am very happy with their service. My son and daughter have also invested with them. They have our whole family.
Wayne Evans
Wayne Evans
10:13 05 Oct 21
We are very satisfied with Hugh's (Centaur's) management of our SMSF and the fees are more than competitive and realistic.
John Beard
John Beard
05:55 04 Oct 21
Very professional and knowledgeable in the Finance & Super business Hugh and his team are at the top of the game when it comes to dealing with personal finance. Extremely glad to have Centaur taking care of my future..
Dave Hair
Dave Hair
06:43 09 Sep 21
My Wife and I have been with Centaur Financial Services Gold Coast for several years and have had not only Professional service but well explained information with better than expected results , we would highly recommend them.
Richard Kownacki
Richard Kownacki
05:10 06 Sep 21
The team at Centaur have provided us with great insight into investing. We had spoken to the others, before the team at Centaur. We found them to be responsive, timely with the information we required. As a result of the professionalism shown, I have sought their advice for my whole family. A special mention to Jenna Wheeler. What an asset, she is goal orientated and will extend herself to ensure clients needs are fulfilled. Highly recommended.
Paul Grech
Paul Grech
23:33 02 Sep 21
My initial consultation with Jenna gave me more advice and assistance than I had expected. Jenna's friendly yet professional manner and knowledge has given me the confidence to book another appointment with her for assistance in my impending retirement planning.
Susanna Fonay
Susanna Fonay
04:51 01 Sep 21
Hugh talks to you as a friend, and as an adviser .He speaks at your level and knows the best products to suit where you are in life. We thoroughly recommend Centaur Financial Services, Hugh and the team.
Steven Caruana
Steven Caruana
07:01 29 Aug 21
If you are looking for a company that will go above and beyond to look after you and your money, you can do no better than Centaur Financial Services. Real People, Real Service and Real Returns.
Karen Hobbs
Karen Hobbs
07:26 24 Nov 20
Hugh has been our financial advisor for over ten years. We have always felt very comfortable and confident, trusting in Hugh’s knowledge and strategies in his industry. The Centaur team are friendly and efficient and would have no hesitation in recommending Centaur Financial Services to anyone looking for financial advice.
Pam Lindores
Pam Lindores
06:38 24 Nov 20
Hugh has always made us feel comfortable in every interaction we have had with him and his team, very professional but to a standard that we as non financial experts understand what he is talking about, we feel his advice to us has always made sense.
Peter Craig
Peter Craig
10:12 23 Nov 20
I have felt comfortable from the outset with all interactions with Hugh and the crew. It is nice to feel this way and I feel a rare experience in our current business climate.
Linda Leighton
Linda Leighton
10:03 23 Nov 20
Could not be happier with how our Super is being handled. Hugh and the pleasant girls at Palm Beach would literally bend over backwards for any of their clients.We would not hesitate to recommend Centaur Financial Services to anyone that is looking for a reliable and honest crew to look after their financial affairs.
Ronnie Foley
Ronnie Foley
05:30 07 Aug 20
I have found all members of Centaur staff to be unfailingly prompt, efficient and considerate. They have all seen me through some difficult personal issues and i would have no hesitation in recommending the firm to anyone in need of financial planning assistance or advice.
Ronald Black
Ronald Black
03:59 23 Jul 20
I have known Hugh for more than ten years and have always found him approachable, direct and very client centric. Hugh was a deserved winner of the 2018 AFA Adviser of the Year award, an award which eclipses all others in the advice profession. Hugh and his team at Centaur support many Australian families on their financial journey with advice that provides certainty and peace of mind.
Marshall Brentnall
Marshall Brentnall
23:05 30 Oct 19

Need financial advice on the Gold Coast?

Turn to Centaur Financial Services; your Gold Coast financial partner.

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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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