Who We Are
Centaur is a team of experienced and passionate financial planners based on the Gold Coast. We believe in empowering individuals to achieve financial security and pursue their dreams. We achieve this through tailored financial plans that align with each client's unique circumstances and aspirations.
Our team comprises qualified financial advisors, investment experts, and tax specialists who work together to provide holistic financial guidance. We take a holistic approach, considering your financial goals, risk tolerance, and personal values to develop a tailored plan that meets your specific needs.
Our Core Investment Beliefs
Our investment philosophy is guided by three core principles:
- Client-centered: We prioritize understanding your individual goals and risk tolerance to build a portfolio that works for you.
- Transparency: We advocate open communication and provide clear explanations of your investment options and their potential outcomes.
- Sustainability: We invest in companies that embrace environmental responsibility and promote sustainable practices.
Our Team
Centaur's team comprises experienced professionals with diverse backgrounds in finance, investment, and wealth management. We are committed to providing exceptional client service and building strong, lasting relationships.
Why Choose Centaur?
- Flexible Financial Planning: We understand life throws curveballs, so we offer flexible planning options and adapt your plan as your needs evolve.
- Comprehensive Expertise: Our diverse team has extensive knowledge in all aspects of personal finance, allowing us to address your financial goals holistically.
- Client-Focused Approach: We prioritize open communication and work collaboratively with you to achieve your financial goals.
Our Services
Centaur offers a comprehensive range of financial services, including:
- Retirement Planning: Secure your future and enjoy your golden years.
- Wealth Management: Grow and protect your wealth with strategic investment strategies.
- Financial Advice & Planning: Get personalized guidance and develop a financial roadmap.
- Personal Insurance: Ensure peace of mind for you and your loved ones.
- Sustainable Investing: Invest in a way that aligns with your values and contributes to a sustainable future.
Exceptional Reviews for Centaur Financial Services
The reviews for Centaur Financial Services are overwhelmingly positive, with all authors giving the highest rating of 5 stars. Customer Service is a key aspect of their satisfaction, with reviewers praising the team's professionalism, friendliness, and willingness to help. Knowledge and Expertise is another area of admiration, with many reviewers highlighting the team's comprehensive understanding of finance and superannuation.
Long-term Relationships have been established with many clients, with several reviewers mentioning that they have been working with Centaur Financial Services for years and have seen positive results. Personal Touch is a common theme, with reviewers commenting on the team's ability to treat clients like friends and provide personalized advice.
Individual reviewer comments include:
- Hugh Robertson's team is "professional, helpful, and very friendly" (Courtney Edwards)
- Jenna Wheeler is "friendly yet professional" and has given Susanna Fonay the confidence to plan for her retirement
- The team at Centaur Financial Services has provided great insight into investing and has won over the confidence of Paul Grech and his family
- Hugh is a "genuinely delightful and sincerely man" who cares about his clients (Marilyn Culell)
- Centaur Financial Services has provided professional service and well-explained information that has led to better than expected results (Richard Kownacki)
- Hugh talks to clients as friends and recommends the best products for their situation (Steven Caruana)
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