Client Value

Managed Accounts and Centaur Financial Services – Praemium Podcast

Managed Accounts and Centaur Financial Services – Praemium Podcast

Hugh Robertson joins Praemium’s Martin Morris in a podcast to discuss the key learnings that Hugh and our team have gained through our implementation of Managed Accounts. “As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind […]

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The advice model of the future – ifa Show Podcast with Hugh Robertson

The advice model of the future – ifa Show Podcast with Hugh Robertson

In this episode of the ifa Show, multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice’s goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model. As the ifa Show reveals, Hugh unpacks how the concept of goals-based advice has […]

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