Gifting for future generations

December 16, 2024
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved ones­. You might be thinking about handing over a lump sum to help them with a major purchase or business opportunity, or be keen to…

Advisers shoulder massive wealth transfer – Financial Standard

April 29, 2024
Our very own Hugh Robertson was invited to chat with Karren Vergara from Financial Standard Magazine to talk about the huge responsibility Financial Advisers have in helping clients navigate the world of Intergenerational Wealth Transfers. Whilst Centaur Financial Services has recorded an episode of the PODCAST on this topic (click here to view), Hugh talks…

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