Financial Planning

Stay up to date with what’s happened in Australian and global markets over the past month.  Our February update video also takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020. Please get in […]

With tax cuts and stimulus payments on the way, Treasurer Josh Frydenberg is urging us to open our wallets and spend to kick start the national economy. But if your personal balance sheet could do with a kick along, then saving and investing what you can, also makes sense. One […]

In June 2018, promising Melbourne start-up Unlockd went into voluntary administration blaming Google.i This was not a risk Unlockd or its high-profile backers including Lachlan Murdoch saw coming, but that’s the thing with business risk, it can strike when you least expect it. Unlockd had developed an app that rewarded users […]

Death and taxes are never pleasant topics to think about, but a little careful consideration now could save the people who will inherit your superannuation savings a big tax bill. Many people assume there’s no tax payable on super death benefits, and in some circumstances this will be the case. […]

Thank you to Financial Standard for the cover story. The goal at Centaur Financial Services has always been to make a positive meaningful difference in our client’s lives. See more at centaurfinancial.com.au Story here.

Tips and Traps how to succeed in these difficult times Last week I was fortunate enough to go on the Zurich Roadshow as part of winning the 2018 Association of Financial Advisers (AFA) Adviser of the Year award. It is an honour to be one of the winners of our […]