Continuum Financial Planners Pty Ltd

Phone:

07-3421 3456

Meet with our professional wealth management advisers –
“…we listen, we understand, we have solutions – and we care…”

Specialisations include –

Investment-pear frame
Investment Strategies
 – whether ensuring the most appropriate account structure; managing cashflow to support investment or savings strategies; confirming serviceability of investment lending; assessing investor risk aversion – and consequently, asset allocation…    
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Retiremt
Retirement Planning Strategies 
whether pension-age based, or early retirement; assessing income stream adequacy; ensuring liquidity to facilitate access to funds as required; understanding the taxation implications; gaining understanding and comfort…    
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Superannuation-pear frame
Superannuation Advice
there’s a lot of hype about fees being the critical factor that decides the final superannuation account balance: in fact, the way funds are invested – the asset allocation within the account – can be of far greater importance: and this is…    
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Risk
Personal Risk: Life Insurance
income protection for you, asset protection for your family, security for your future – and theirs! Our experienced advisers can show you strategies that will provide comfort that your financial plans for the future are protected…    
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Estate Planning
Estate planning
more than just a Will: providing a plan for your chosen beneficiaries to receive the portion of the estate you intended –
and at the time you intend them to have it. Our experienced advisers are able to guide you in preparation of a brief to a lawyer/ estate planning specialist…    READ MORE… 

Your financial peace of mind is just a meeting away:  
phone our office on 07-34213456
or 
use our website  Contact Us facility,
to arrange a meeting with one of our experienced advisers
an introductory meeting may be on a no cost/ no obligation basis.

 

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