Wealth Management

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.