Connect
A 15-minute phone or virtual consult with a financial adviser. No pressure, just a
casual conversation about what you’re trying to achieve and whether we can help.
Clarify
A judgment-free meeting where we get an understanding of how you want to
spend your time and money now and in the future. We’ll talk about:
60-90 minutes – In person or virtual
Align
We take everything you shared in the last meeting and show you where we can add the most value. Quick wins that build momentum and longer-term opportunities that can shift your wealth trajectory.
Expect some whiteboard action as we walk you through your options and what’s possible.
By the end, you’ll have a clear picture of the value we can add, how our relationship will work, and the fixed fees to deliver the recommended advice and services.
60-90 minutes – In person or virtual
This is where the Centaur Advice Collab put their heads together — crunching the numbers and shaping a wealth strategy that balances structure, flexibility and opportunity.
Empower
You’ll receive your Centaur ‘Rich Life’ Strategy. A financial blueprint that details
the practical steps to address your priorities and the what-ifs that matter most.
Your Centaur ‘Rich Life’ Strategy includes:
We’ll explain what we’re recommending, why it makes sense for your situation, and what it means for your future. All in plain English.
60-90 minutes in person or virtual
Act
We coordinate all the moving pieces of your financial strategy, turning the recommendations into reality.
We handle the setup. The paperwork. The coordination with your accountant, solicitor and other experts. And we keep you updated as we go.
When it’s all in place, you’ll catch up with your advice team, meet with your adviser to run through everything, ask questions, and get set up with any online systems or portals.
Implementation time varies: 2-6 months depending on complexity
Evolve
Life happens. Things change. Rules shift. We make sure your wealth strategy
evolves with you.
Scheduled Progress and Planning Meetings
Celebrate your wins, revisit priorities, rebalance investments if needed, and fine-tune your strategy to match what’s changed in your life.
Email and phone support
When questions come up or you need to talk through a money decision, we’re only a call or email away.
Since 2009, we’ve helped hundreds of Australians plan with clarity and retire with confidence.
Let us show you what’s possible.
What to expect from us
Time tested and here for the long haul
Since 2009, we’ve grown, evolved, and stayed the course. Count on us to be the advisers that will age gracefully with you, here when you retire and long after.
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Relationships not transactions
We build long-lasting relationships. From helping clients plan their own retirement to guiding their children through wealth decisions. Three generations of some families trust us with their wealth. We don’t take that lightly.
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Here for the ups and downs
We love celebrating wins with our clients. The
adventures, the weddings, the grandkids, the bucket list trips ticked off. But we’re also here through the market downturns, the health scares, the unexpected losses, and the moments when life doesn’t go to plan. 
Retirement specialists who get it
We lead with both technical excellence and empathy. Because retirement is as much about money as it is about identity, purpose and feeling secure in a new chapter of life.
Your goals, our only influence
We hold our own Australian Financial Services Licence (AFSL), which means we answer to you – not any institution, bank or product manufacturer. Our recommendations are based only on what’s right for you.
