Superannuation Strategies
Growing your wealth - securing your future, and your loved ones
Superannuation Strategies
Grow Your Wealth and Secure Your Future
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Personal Superannuation AccountsIdeal for career-movers, self-employed or individuals who want more control over their superannuation. Personal superannuation accounts, offer flexibility and transparency, and They’re also a popular choice for holding tax-effective life insurance.
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Employee and Industry Fund SuperannuationOnce limited, many of these funds now welcome financial planning advice, allowing for more personalised investment strategies.
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Corporate Superannuation AccountsWhile less common today, they offer unique benefits for employees, enhancing loyalty through financial literacy benefits. (Learn more in our article ‘Business Superannuation an employee benefit’).
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Self-Managed Superannuation Funds (SMSF)Suitable for those with significant funds and a willingness to actively manage their investments. SMSFs<offer greater control but come with added responsibilities and costs.
Ready to optimise your superannuation strategy?
Contact us to discuss your options or book a free, no-obligation meeting.
TESTIMONIALS
What our clients say
Rachel
Don – Gold Coast
South Brisbane
Maroochydore
Partner, McKays Solicitors, Brisbane
Jon
FAQS
Financial Planning FAQs
Can an independent third party endorsement of the firm’s reputation be obtained
Does the firm have a reputation for its financial planning, both with its clients and in the industry?
How do the advisers approach their financial planning role?
What financial planning philosophy does the firm apply?
What is the Continuum Financial Planners ownership structure?
Who is the financial planning company?
Will the financial planner understand me and my needs?
What Does a Financial Planner Do?
- Wealth Accumulation and Investment Strategies
- Asset Protection and Risk Insurance Strategies
- Cashflow Management, including Debt Management
- Superannuation Strategies, including Self-Managed Superannuation Funds
- Retirement Planning, including Centrelink Strategies
- Estate Planning
How Can a Financial Planner Help Me?
- Understand your financial goals and their significance to you
- Work with you to assess your resources
- Determine which advice services may best help you achieve your goals within your timeframe
- Wealth Accumulation and Investment Strategies
- Asset Protection and Risk Insurance Strategies
- Cashflow Management, including Debt Management
- Superannuation Strategies, including Self-Managed Superannuation Funds
- Retirement Planning, including Centrelink Strategies
- Estate Planning
How Much Money Do I Need to See a Financial Planner?
When Should I See Financial Planning?
- Starting or changing employment
- Moving out of your parents’ home
- Buying property
- Entering a personal or business relationship
- Starting a business or family
- Planning for or commencing retirement
- Aged Care
- Receiving an inheritance or benefiting from a capital gain
Who are Continuum Financial Planners?
What are your fees?
Our initial meetings are complimentary. They are an opportunity to discuss your financial goals and determine which advice services might benefit you.
How do I know if Continuum Financial Planners is the right fit for me?
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