You're Invited
We are delighted to extend this exclusive invitation to you and a guest, to join Hugh Robertson and the Centaur Team for a morning of expert financial insights at the beautiful Currumbin RSL.
Indulge in a morning coffee or an extensive selection of tea, as you immerse yourself in the knowledge of some of the industry's most accomplished financial specialists.
You will gain valuable perspectives on the latest financial topics such as the Federal Budget and Investment Market updates. Hugh Robertson will set the stage for an unforgettable morning providing a Federal Budget Recap and information on upcoming changes, before introducing two distinguished guests - Noel Whittaker, a preeminent financial commentator with 20 best-selling books, who will share financial insights and his latest publication on Wills and Estates, followed by Francyne Mu, the Vice president, portfolio manager, and generalist research analyst for Franklin Equity Group, who will give an in-depth global Investment and market update.
The presentations will be followed by an interactive Q&A session where you can engage with Hugh, Noel and Francyne, and gain further insights from their wealth of experience.
As a token of our appreciation, we will also provide each attendee with a copy of one of Noel's exceptional books.
This is an exclusive yet complimentary event, and we urge you to register promptly to secure your place and that of your guest. Spaces are limited.
Please ensure you include your guest's full name and email when registering.
We are extremely excited to showcase the lineup of impressive speakers
Hugh Robertson, Noel Whittaker & Francyne Mu.
Indulge in a morning coffee or an extensive selection of tea, as you immerse yourself in the knowledge of some of the industry's most accomplished financial specialists.
You will gain valuable perspectives on the latest financial topics such as the Federal Budget and Investment Market updates. Hugh Robertson will set the stage for an unforgettable morning providing a Federal Budget Recap and information on upcoming changes, before introducing two distinguished guests - Noel Whittaker, a preeminent financial commentator with 20 best-selling books, who will share financial insights and his latest publication on Wills and Estates, followed by Francyne Mu, the Vice president, portfolio manager, and generalist research analyst for Franklin Equity Group, who will give an in-depth global Investment and market update.
The presentations will be followed by an interactive Q&A session where you can engage with Hugh, Noel and Francyne, and gain further insights from their wealth of experience.
As a token of our appreciation, we will also provide each attendee with a copy of one of Noel's exceptional books.
This is an exclusive yet complimentary event, and we urge you to register promptly to secure your place and that of your guest. Spaces are limited.
Please ensure you include your guest's full name and email when registering.
We are extremely excited to showcase the lineup of impressive speakers
Hugh Robertson, Noel Whittaker & Francyne Mu.
Keynote Speakers
Franklin Equity Group
Vice president, portfolio manager, and generalist research analyst
Schedule
| 9:45 am
Doors Open + Coffee and Conversation
Join us from 9.45 am for a selection of tea, coffee and treats while you get settled into your seat, ready for the event welcome at 10.00 am.
| 10:00 am
Welcome + Event Start
Welcome & Event Housekeeping.
| 10.10 am
Keynote: Hugh Robertson - Budget Briefing, Superannuation & Tax Changes + More
Hugh Robertson will take the stage to unravel the intricacies of the much-anticipated 2024 Federal Budget and its potential implications for you. Brace yourself for an enlightening journey as Hugh delves into the depths of the current market landscape, offering invaluable insights that will shape your financial perspectives. Plus, Hugh will share his expert analysis of the upcoming Super and Tax changes set to kick in on the 1st of July 2024.
| 10.40 am
Keynote: Noel Whittaker - Wills and Estates + More
Noel Whittaker will provide profound insights, each gleaming with the wisdom earned through decades of experience. Through his words, he will navigate the intricate web of financial affairs, talking through the significance of arming ourselves with knowledge and resources, ensuring that our financial house stands impervious to the storms of uncertainty.
| 11:10 am
Keynote: Francyne Mu - Global Investment Update + Impacts of AI
Prepare to be enthralled as we embark on a riveting exploration of the world of investments and emerging technologies. Francyne Mu will finish our trio of speakers by providing an update on the ever-evolving landscape of Global Investments where she will give an insightful update on Artificial Intelligence (AI)and its potential impact on your investment portfolio. And if that's not enough to get your financial neurons firing, she'll also shed light on 3 of Franklin Templeton's hottest stocks.
| 11:40 am
Q & A with Hugh Robertson, Noel Whittaker & Francyne Mu
Hugh, Noel and Francyne will be able to take Q&A's from the audience, so make sure you have your pen and paper ready.
| 12:10 pm
Event close
Conference Location
Currumbin RSL - 165 Duringan Street, Currumbin QLD 4223
After the event, you may indulge in a serene waterfront dining experience by treating yourself to lunch downstairs. Don't miss this opportunity to broaden your financial horizons while enjoying the finer things in life.
After the event, you may indulge in a serene waterfront dining experience by treating yourself to lunch downstairs. Don't miss this opportunity to broaden your financial horizons while enjoying the finer things in life.
Centaur Financial Services
Centaur Financial Services is a multi-award winning financial planning firm committed to delivering financial certainty to Aussies who want to invest smarter, reduce financial risk and retire with confidence.
(07) 5559 5760
Level 1, 4 Sixth Avenue, Palm Beach, QLD 4221
[email protected]
www.centaurfinacial.com.au
(07) 5559 5760
Level 1, 4 Sixth Avenue, Palm Beach, QLD 4221
[email protected]
www.centaurfinacial.com.au
News & Updates
Being 'rich' isn't just about money; it's about creating a fulfilling life with meaning and choices. It's exciting adventures, shared experiences, passion projects and treating yourself and your family without worry.
INVEST SMARTER | REDUCE FINANCIAL RISK | RETIRE WITH CERTAINTY
INVEST SMARTER | REDUCE FINANCIAL RISK | RETIRE WITH CERTAINTY
The Centaur Team
Always Here to help
At Centaur Financial Services, we are a multi-award winning team that's committed to delivering financial certainty to Aussies who want to invest smarter, reduce financial risk and retire with confidence.
We believe that a business is only as good as the people that are in it. Based on the Gold Coast, our team is at the top of their game, hand-picked for their qualifications, experience and contributions to the community. Our goal is to have a cohesive team that works together to help all our clients achieve their goals.
Our Team
We believe that a business is only as good as the people that are in it. Based on the Gold Coast, our team is at the top of their game, hand-picked for their qualifications, experience and contributions to the community. Our goal is to have a cohesive team that works together to help all our clients achieve their goals.
Our Team
New Increased Super Contribution Caps!
From 1 July 2024
As the end of the financial year gets closer, now is the ideal time to talk with your financial adviser about the most effective ways to boost your super balance, particularly with the increase in the caps on contributions from 1 July.
Check out our recent blog on all the changes coming on the 1st of July 2024. It's an update you don't want to miss.
Click here for access.
Check out our recent blog on all the changes coming on the 1st of July 2024. It's an update you don't want to miss.
Click here for access.
Market Movements & Economic Review | April 2024
Video
Expectations of interest rate cuts later this year in Australia and the United States fuelled activity in the markets last month.
Australian shares reached a new record high at the end of the month, driven by mining shares with gold, iron ore and lithium all rebounding. US markets also reached new highs during March, leaving the benchmark index up more than 10 percent so far in 2024.
Please get in touch if you’d like assistance with your personal financial situation.
Click here for access.
Australian shares reached a new record high at the end of the month, driven by mining shares with gold, iron ore and lithium all rebounding. US markets also reached new highs during March, leaving the benchmark index up more than 10 percent so far in 2024.
Please get in touch if you’d like assistance with your personal financial situation.
Click here for access.
The "Rich" Life Vol 80
April Newsletter
We are delighted to share with you our latest newsletter - The Rich Life Vol 80 which is now LIVE!
This volume is jam-packed with in-the-know information that you don't want to miss.
- New increased super contribution caps
- Markets and Diversification
- SMSF and Loans
- Avoiding scams
Click here for access.
This volume is jam-packed with in-the-know information that you don't want to miss.
- New increased super contribution caps
- Markets and Diversification
- SMSF and Loans
- Avoiding scams
Click here for access.
Looking for a Financial Adviser?
Centaur Financial Services - Gold Coast, QLD
We know many people are sceptical about working with a financial advisor. It's not easy putting your hard-earned wealth in someone else's hands. And the overwhelming amount of information to decipher about financial advice on Google, in news feeds, and on social media makes it hard to know what path to take with your money.
At Centaur Financial Services, we are a multi-award winning team that's committed to delivering financial certainty to Aussies who want to invest smarter, reduce financial risk and retire with confidence.
To us, being 'rich' isn't just about money; it's about creating a fulfilling life with meaning and choices. It's exciting adventures, shared experiences, passion projects and treating yourself and your family without worry.
If you are looking for a Financial Adviser or just want to sleep better at night knowing your dream retirement is possible, get in contact with our team.
Click here to book a chat or call us on (07) 5559 5760
You can also visit: www.centaurfinancial.com.au
At Centaur Financial Services, we are a multi-award winning team that's committed to delivering financial certainty to Aussies who want to invest smarter, reduce financial risk and retire with confidence.
To us, being 'rich' isn't just about money; it's about creating a fulfilling life with meaning and choices. It's exciting adventures, shared experiences, passion projects and treating yourself and your family without worry.
If you are looking for a Financial Adviser or just want to sleep better at night knowing your dream retirement is possible, get in contact with our team.
Click here to book a chat or call us on (07) 5559 5760
You can also visit: www.centaurfinancial.com.au