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wealth management firm gold coast

Need Wealth Management on the Gold Coast?

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 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.

Turn to Centaur Financial Services

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-Complimentary’ 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.

financial freedom gold coast
return on investment

Benefits of Wealth Management

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.

How We Can Help

If you want to build upon the wealth you have already created or want a game-plan to maximise your wealth; then we can help!

Our Gold Coast wealth managers can help you:

Understand your risk tolerance
Prepare you for retirement
Provide ongoing investment advise
Set realistic and manageable goals
Formulate a wealth maximisation strategy
Feel confident about your future finances
Offer wealth protection products and advice
Advise how and where to invest your money
couple seeking financial advice

The Centaur Difference

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.

Frequently Asked Questions About Wealth Management

  • What is included in 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.

  • What do wealth management firms do?

    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.

  • Is a wealth manager worth it?

    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.

  • What is the difference between a wealth manager and a financial advisor?

    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.

  • How much money should you have before getting a wealth manager?

    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.

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 Better Wealth Management on the Gold Coast?

Turn to Centaur Financial Services. Expert Gold Coast Financial Planning to Build & Manage Wealth.

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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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