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Centaur Financial Services

Self Managed Super Fund (SMSF) - Palm Beach (Queensland)
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Business Address: Level 1, 4 Sixth Avenue Palm Beach QLD 4221

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Description
MULTI-AWARD WINNING FINANCIAL ADVISORS

When it comes to helping you with financial planning and advice, the most important thing we can do is be proactive and work alongside you. As your trusted financial advisers we want to guide you towards achieving your goals. Support you to Plan and Live Well.

Whether its addressing your needs of today, planning for your future or helping you achieve your ambitions; we are here to ensure you have what you need to help put you in control of your finances.
Were committed to providing you with greater financial certainty.

WHO WE ARE

We have been one of the premier financial planning firms on the Gold Coast for a number of years. Our team has some of the highest qualifications and awards in the industry and we have the expertise and experience in all areas of financial planning with personal service covering superannuation, personal insurance, retirement planning, share investing, tax planning, estate planning, and lending.

Our goal is always to provide you with a superior level of service and assist you in getting your entire financial house in order and assist you in maximising the probability of achieving your goals.

HOW WE CAN HELP

Centaur Financial Services work as your partner, helping you navigate through the financial ups and downs life throws at you. First, it starts with your goals. Then its a lifelong commitment to achieving short, medium and long term objectives through a range of financial strategies and structures.

Centaur can help you:
- Get your financial house in order
- Live a comfortable retirement
- Manage your superannuation
- Get more control over your nest egg
- Get peace of mind
- Reach your financial goals and wishes
- Spend and save more wisely
- Minimise tax to build wealth
- Manage debt
- Manage and protect your estate
- Understand and navigate aged care
- Maximise your social security benefits
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Qualifications
  • MBA, MFinPlan, BCom(Acc)

In business since: 2009

Number of staff: 2-10

Type of clients: Private, Sole trader, Partnership

Australian Business Number (ABN): 20139741450

Business awards: Boutique Advice Firm of the Year FInalist

After-hour services available: No

Payment options: Cash, Direct Deposit, Credit Card

Trading times: 9am-5pm

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