Centaur Financial Services

Award-winning Advice firm committed to delivering financial certainty to Aussies who want to invest smarter, reduce financial risk and retire with confidence.

[Centaur Financial Services @CentaurWealth]

Episode 5 of our Retirement Series Podcast is now live! Our Adviser duo explore longevity risk, investment strategy tweaks, Centrelink entitlements, aged care planning, and estate considerations as you age in retirement.
YouTube: https://t.co/tDcLCv0wSk

[Centaur Financial Services @CentaurWealth]

Episode 4 of our Retirement Series Podcast is LIVE! Our Adviser trio tackles one of the biggest decisions in retirement—housing. Should you downsize, reinvest in property, or stay put?

YouTube: https://t.co/4ZlUYpANwY

Spotify: https://t.co/Xj9wSZy1aG

https://t.co/H0ZiANGiHN

[Centaur Financial Services @CentaurWealth]

A new era begins: Strength in leadership as we welcome Tara Ross as COO and vision for the future as we transition to our own AFSL - Abundant Wealth Partners.

Big shout out to @FinStd for 👇
https://t.co/dEVgGkVjhF

[Centaur Financial Services @CentaurWealth]

@_HughRobertson joins The Money Puzzle Podcast.
James Kirby, wealth editor at The Australian & Hugh dive into some hot topics affecting your finances:
📷 HECs
📷 Tax-deductible debt
📷US Politics & Your Portfolio
📷 Smart ETF Picks
https://t.co/4xzw4pHpcN

[Centaur Financial Services @CentaurWealth]

Today, we stand united in gratitude, remembering the fallen & expressing our deep respect for all who serve & have served. May we carry forward their legacy of resilience & strength and honour their memory by striving for a world of peace and understanding.

Lest we forget🌹

[Centaur Financial Services @CentaurWealth]

Today, we are filled with immense pride as we share exciting news. Our incredible team members are finalists in the prestigious 2024 @IFA_AU (Independent Financial Adviser) Excellence Awards!

[Centaur Financial Services @CentaurWealth]

@_HughRobertson named Finalist for Financial Adviser of the Year in the prestigious Australian Financial Industry Awards 24! This is a testament to his outstanding contributions to the financial sector, dedication to clients, & leadership in shaping the future of financial advice

[Centaur Financial Services @CentaurWealth]

R U OK? Day is a great reminder, but everyday counts.

Today our team are taking a break to connect over some home-baked treats. We believe in the importance of asking, "R U OK?" not just today but every day—because a single conversation can truly make a difference.

#RUOK

[Centaur Financial Services @CentaurWealth]

Welcome to The PODCAST - Investment Series | Lazard | Episode 2.

@_HughRobertson talks with Lazard's Chief Market Strategist Ronald Temple as he provides his expert views for greater peace of mind and confidence in how your money is managed.

https://t.co/Ea6UBQpgwR

[Centaur Financial Services @CentaurWealth]

Retirement opens the door to a world of possibilities—whether it’s travelling or diving into personal projects. But how will you fund this new chapter of life?

Our latest blog explores the pros and cons of five different retirement income options

🔗 https://t.co/svvMURHn7x

[Centaur Financial Services @CentaurWealth]

🌸 Welcome to Spring! 🌸

As the flowers bloom and the days get longer, we're excited to bring you the latest edition of our Centaur Newsletter - The Rich Life, Vol 85!

https://t.co/ZHTJpX7PF9

[Centaur Financial Services @CentaurWealth]

June Review | The run of stronger-than-expected domestic inflation figures continued in May. The higher-than-expected inflation figures saw Aussie shares tumble after reaching a welcome high mid-month. The ASX200 finished the month on a positive note, slightly higher for May.

[Centaur Financial Services @CentaurWealth]

What does the Federal Budget mean for you and your family?

Check out our Federal Budget Analysis: https://t.co/C8a8O7Gv5n

[Centaur Financial Services @CentaurWealth]

🎙️ Tune in to the latest episode of the PODCAST - Episode 13 as @_HughRobertson & Nick Georgopoulos, dive deep into the world of Super &Tax changes + EOFY tips 🎧

Youtube: https://t.co/5ATdI19PLQ
Spotify: https://t.co/deU0Xsn8lK

https://t.co/wSoCzO725V

[Centaur Financial Services @CentaurWealth]

As the EOFY gets closer, now is the time to talk with us about the most effective ways to boost your super balance, particularly with the increase in the caps on contributions from 1 July.

[phone]

https://t.co/qTsFvm5xd1

[Centaur Financial Services @CentaurWealth]

The Rich Life Vol 80 which is now LIVE!

This volume is jam-packed with in-the-know information that you don't want to miss.

- New increased super contribution caps
- Markets and Diversification
- SMSF and Loans
- Avoiding scams

https://t.co/VBAROVE0oN

https://t.co/Dx1eiBCv4P

[Centaur Financial Services @CentaurWealth]

🌟 If your super balance soars beyond $3 million, it's time for a power move! The game is changing with proposed tax adjustments, and it's time to strategise for success!

💡Your wealth evolution starts with a conversation! 🚀💰✨ [phone]

https://t.co/vE1xiK44wa

[Centaur Financial Services @CentaurWealth]

The Rich Life Vol 78 is LIVE!

The newsletter is packed full of helpful info about:
- Investing mistakes and how to minimise them
- New Tax changes and what it means for you
- SMSF's and contribution caps
- Cyber Security

https://t.co/e0RdwSqkpU

[Centaur Financial Services @CentaurWealth]

On this day, we simply want to remind you that you are loved.

Sending you love and happiness.

Happy Valentine's Day!

[Centaur Financial Services @CentaurWealth]

Client Google Review 📷

Helping give our clients clarity and confidence over their future so that they can live a life better than they thought possible is our goal here at Centaur Financial Services, and when we get Google reviews like this, it truly warms our hearts.