Hugh Robertson

28/06/2025

💭 Only 1 in 3 Australians feel confident about their retirement. Are you one of them?

According to the Vanguard 2024 How Australia Retires report, just 32% of Australians feel confident they’ll have enough money to retire comfortably.

But here’s the kicker: confidence isn’t about how much you have — it’s about having a plan.

📊 Australians who’ve spoken to a financial adviser are 3 times more likely to feel “very confident” about their retirement than those who haven’t.

At Centaur, we believe retirement shouldn’t be about uncertainty — it should be about freedom, lifestyle, and peace of mind. Whether you’re 5 years away or already retired, we can help turn complexity into clarity.

✅ Retire with a plan.
✅ Retire with confidence.
✅ Retire on your terms.

👉 Book a free 15-minute chat with one of our retirement specialists today — and let’s see where you stand.

📞 07 5559 5760

15/06/2025

🌱 Retirement Isn’t Just a Financial Event — It’s a Life Transition 🌱

At Centaur, we’ve always believed that retirement isn’t the end of something – it’s the beginning of a new life.

A recent national study reveals what many of you have already told us: retirement brings a whirlwind of emotions – excitement, freedom, hope… but also uncertainty, fear and financial stress.

🔑 Key Insights You Should Know:

✅ Retirement rarely goes to plan – 1 in 3 Aussies retire earlier than expected due to health or job loss.
✅ Control = Confidence – Those who choose when they stop working report much higher life satisfaction than those forced to retire.
✅ Advice matters – Financial advisers are the preferred source of guidance (5x more than employers or online tools).
✅ The emotional side is real – Fear, frustration, and sadness are common in the transition phase. But with the right planning, those can be replaced with hope, enthusiasm, and confidence.
✅ Pre-retirees are open to help – 80% say they’ve received or would consider financial advice, but many still don’t have a plan B.
✅ Spending fears are common – Many worry about running out of money, yet few have clear strategies for retirement income, aged care, or cash reserves.

💬 The big message? Planning earlier and getting the right advice makes all the difference.

At Centaur, we help you navigate the emotional and financial journey of retirement – with clarity, confidence, and a plan that puts you back in control.

📞 Ready to take that next step with us? Reach out today.

06/02/2025

🎙️The Retirement Series Podcast – Episode 1: Avoiding Financial Pitfalls

The new year brings fresh opportunities, and what better way to start 2025 than by tuning in to the first episode of our brand-new Retirement Series Podcast - the podcast that helps you turn your retirement dreams into reality.

Sit back, relax, and join Hugh Robertson, Nick Georgopoulos, and Anthony Mirandilla—as they break down some of the biggest pitfalls retirees face when transitioning from accumulation to drawdown.

- Not understanding the drawdown phase
- Relying too heavily on cash
- Ignoring tax strategies
- Overlooking longevity risk
- Misjudging spending patterns
- Overlooking the impact of market volatility
- Failing to revisit financial plans
- Forgetting the emotional transition

Retirement isn’t just about numbers—it’s about confidence, lifestyle, and making the most of the years ahead. Whether you’re planning your transition or already navigating retirement, this episode is packed with insights to help you avoid common mistakes and make informed financial decisions.

🎧 Listen now to Episode 1 of The Retirement Series Podcast and start 2025 with clarity and confidence.

Spotify - https://open.spotify.com/episode/0xlXxVOMRwmfZPB3ZFJXqH?si=0YpdvvtjSGS-1v-6yE5sqQ
YouTube - https://youtu.be/_qxqw3f8SwU

💬 Need tailored advice? We’re here to help. Give us a call at (07) 5559 5760 or visit www.centaurfinancial.com.au.

📅 Recorded: 31st January 2025

the PODCAST - Centaur Financial Services · Episode

06/02/2025

🔑 Achieve Financial Success with Centaur’s Proven Process 🔑

At Centaur, we follow a simple yet powerful 6-step initial financial planning process to take you from uncertain to certain, and then continue with our additional 2 steps for ongoing care, ensuring you continue to meet our all-important sleep at night test:

Initial Financial Advice
1️⃣ Discovery: We get to know you and your goals.
2️⃣ Analysis: We assess your current financial position.
3️⃣ Strategy: We design a customised and personalised financial roadmap.
4️⃣ Recommendation: We present tailored solutions for you.
5️⃣ Implementation: We bring your plan to life.
6️⃣ On Track: We provide continuous support as you transition into our ongoing financial advice program

Ongoing Financial Advice
7️⃣ Review Personal & Financial Information: We ensure all aspects of your financial life are aligned.
8️⃣ Best of Breed Strategies & Investment Solutions: We choose top-tier solutions to maximise growth.

No matter where you are in your financial journey, we’re here to guide you every step of the way. Ready to get started? Let’s plan your future, together! 🌟

07 5559 5760
www.centaurfinancial.com.au

24/01/2025

Our office will be closed on Monday, 27th January, for the Australia Day Public Holiday.

We’ll reopen on Tuesday, 28th January, and look forward to assisting you then.

Wishing everyone a safe and enjoyable long weekend!

24/01/2025

Hello, 2025!

As we embrace the opportunities of a new year, it's the perfect moment to take a step back and reflect on the year that was.
2024 brought its fair share of global challenges and economic shifts, but it was also a year of resilience and adaptability in the markets.

To help you understand it all, we’ve put together a blog that reviews the key economic and market trends of 2024.

Explore the insights, lessons, and events that shaped the financial landscape last year and how they might influence 2025.

👉 Be sure to read our 2024 Year in Review: Successfully Navigating Uncertain Times.

Let’s move forward with confidence and clarity into the new year!
(07) 5559 5760

The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite

18/11/2024

🎙 Tune In As I Join The Money Puzzle Podcast 🎧

In the latest episode of The Money Puzzle with James Kirby, wealth editor at The Australian and I dive into some hot topics affecting your finances, including:

💰 HECs – The new deal
📈 Prioritising Tax-deductible debt
🗽US Politics & Your Portfolio
📊 Smart ETF Picks since the election

🎧 Don’t miss out—listen now! https://centaurfinancial.com.au/business/hecs-what-just-happened-to-your-bill/

The Money Puzzle, with James Kirby According to the James Kirby from The Money Puzzle, the average HECs bill is now $27,000 and many of James' listeners

14/10/2024

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

Centaur Financial Services has been named a finalist for 🏆 Client Servicing Company of the Year. This recognition is a testament to our team’s ongoing efforts to provide personalised, high-quality service to every client, treating them as lifelong partners in their financial journey.

But that's not all! We’re also celebrating the below team members who have gone above and beyond and landed themselves as Finalists in individual categories:

🏆 Hugh Robertson CFP® CIMA®, our esteemed Managing Director, has been recognised as a finalist for not one but three awards: Investment Adviser of the Year, Holistic Adviser of the Year (QLD), and Practice Principal of the Year. His leadership, insight, and resilience has been instrumental in driving our success.

🏆 Nick Georgopoulos, a rising star in our team, has been honoured as a finalist for Young Adviser of the Year (Under 30). Nick’s innovative approach, dedication, and hard work have made a profound impact on both our team and our clients.

🏆 Renee Attewell, our brilliant Senior Paraplanner, is a finalist for Paraplanner of the Year. Her meticulous attention to detail and unwavering support to both our advisers and clients have made her an invaluable part of our Centaur tribe.

This recognition is more than just a list of achievements – it’s a celebration of how far we have come together. Every milestone is a reflection of the teamwork, determination, and shared vision that makes Centaur the thriving firm it is today. Whether we walk away with the awards or not, our team has already proven themselves to be winners in every sense of the word.

We couldn't be prouder of our entire Centaur Team. We are grateful for their hard work and dedication, which continues to elevate our firm and set the standard for exceptional client service.

No matter the outcome, the true reward lies in the journey we’ve shared. Here's to the future – we know it’s going to be bright.

https://centaurfinancial.com.au/awards-and-recognition/independent-financial-adviser-ifa-excellence-awards-finalists-2024/

10/10/2024

🚨 Just Launched! 🚨

We’re thrilled to officially open registration for Centaur Financial Services exclusive event - Navigating Markets, Portfolios & Investments, on the 1st of November 2024 at Currumbin RSL! 🎉

This is your chance to hear from Hugh Robertson CFP® CIMA®, alongside top industry experts such as Sam Ruiz from T. Rowe Price Australia, Blake Henricks from Firetrail Investments, and Adam Kibble from Schroders, as they dive into global equities, Australian markets, diversified portfolios, and more.

A highlight of the morning will be the 'Great Debate', where our panel of experts will go head-to-head, passionately pitching their case for why their asset class offers the best investment potential. Expect a lively and thought-provoking discussion.

🗣️ Spaces are limited, so don’t miss out on a front-row seat to expert insights and strategies that can help shape your financial future. 🌟

📅 Register now to secure your spot!
☎️ (07) 5559 5760

Join us on the 1st of November for a front-row seat as Hugh Robertson, T. Rowe Price, Firetrail, and Schroders share their unique perspectives on key financial topics.