Accumulating wealth takes hard work and dedication. Thus, it only makes sense that once we have wealth, we work just as hard to ensure our wealth is working for us, and not against us. After all, we all strive for financial freedom. Wealth management may be the difference between a comfortable nest egg and the financial freedom many can only dream.
As leading financial planners on the Gold Coast, it’s our goal to understand your objectives and devise a wealth maximisation strategy that capitalises on all your hard work. We define your goals and cultivate a roadmap to stand you in good stead for the path ahead.
Our Gold Coast wealth management experts work with you closely, gaining your trust and confidence to provide expert advice through all stages of your life. We look not only at the now but the future also. Our wealth management strategies will help you to tick off those buck-list items, that until now, you only dared dream about. Home renovations, dream holidays, children’s education, creating special memories; will no longer be a dream, but can now become a reality.
There is no ‘risk-free’ investment and through careful monitoring and reviewing your investments and diversification, we re-balance your investments where and when appropriate.
We’re here to help you with your financial freedom.
Everyone wants to build wealth. But to build wealth, you need wealth and an experienced wealth manager. Who better to turn to than one of the most experienced and acclaimed financial planning firms on the Gold Coast, Centaur Financial Services?
Our team are specialists in this field; we use a hands-on approach to ensure your money and investments are taken care of. Good wealth management is about monitoring and measuring what’s right for you; great wealth management is about ensuring your money continues to grow and provide you with long-term sustainability. What would you prefer?
We are more than Gold Coast wealth managers; we’re your financial partner. Maximise your nest egg by contacting Centaur Financial Services today.
A sound investment strategy is more than merely understanding your goals and objectives. It’s about having a personalised plan that meets your personal goals. We recognise that your goals and objectives will be different from other clients. Therefore, it only makes sense that your strategy will also be different.
A recent white paper from FS Advice stated, “Gone are the days on the ‘one-size-fits-all’ provider-driven offerings. Successful wealth managers of the future will be those who make the effort to intimately understand their customers and deliver a highly personalised experience.” This is precisely the Centaur Financial Difference.
We recognised the need (and gap) in the market for personalised service early on. Since the establishment of Centaur Financial Services, this has been a vital element of our mission statement.
When you entrust Centaur to manage your finances, we take the time to get to know you on a personal basis. Our wealth management advisors offer complete transparency on the process and proposed strategy and are by your side from the initial meeting, to the recommendation and implementation stage, and thereafter.
Wealth management combines an array of financial services and products to provide a holistic financial strategy tailored to an individual’s needs. Thus, no two strategies are the same. Standard financial services and products included in a wealth management plan include risk management, tax planning, estate planning, retirement planning etc.
Gold Coast Wealth management firms such as Centaur Financial Services, specialise in managing the wealth of high net worth and ultra-high-net-worth clients. We do this by analysing your current financial position to provide effective services rolled into one strategic plan.
Absolutely. If you have a high net worth, investing in wealth management is one way to ensure your finances and compliance responsibility are met, without any hassle to you. Wealth managers, such as the experienced Gold Coast team here at Centaur Financial Services, have not only the experience and knowledge to cultivate a winning plan, but they have industry connections to ensure your finances are in the best possible hands.
A wealth manager’s role is to manage the finances of high net worth clients. Our Gold Coast wealth managers do this by analysing their current financial position, to identify risk and manager other pertinent services such as estate planning and capital gains planning.
By contrast, a financial planner’s role is to provide the tools and service to get clients from where they are today (let’s call the A), to where they want to be at retirement (lets’ call this B). Our financial planners do this by analysing their current financial position, life stage, family, etc. and identifying their future economic and retirement goals. They then devise a tailored plan, comprising of financial tools and services to get clients from A to B.
It’s never too early to acquire a wealth manager, but for the best value for money, aim to have at least a net worth of $250,000. Some wealth managers will have this figure as an account minimum; others may have $500,000, some, $1,000,000.
If you have not yet reached a net worth of $250,000, then start by investing in a Gold Coast financial planner. Planners, such as our experienced team, can help grow your net worth to your goal value so you can then avail a winning wealth management strategy.
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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