Continuum Financial Planners' articles are designed to educate
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on wealth management issues.
Comments and suggestions for topics are moderated and posted
when considered helpful.

  • crystal ball reflecting a table of asset prices and a graph

Market Outlook 2016

The 2015 backdrop to the market outlook for 2016 – 
As 2015 drew to a close, we reflected on the disappointments of the year from an investment returns perspective. We then turned our minds toward 2016 hoping, rather than expecting, that the market outlook is for a better year. In this post, we bring you the market outlook […]

By |January 12, 2016|Market Updates, Wealth Management|0 Comments
  • home securing bank loan segmented into specific uses

Identify loans by their specific purpose

Gearing (borrowing to make) an investment is a popular strategy to improve the wealth of many Australians: investment assets they gear include rental property (residential, commercial, industrial etc), shares and managed funds. One of the benefits of gearing an investment portfolio is the tax deduction for the interest that is attributable to the assets generating […]

By |May 19, 2015|General, Investment Strategies|0 Comments
  • stylised image of two men and two women meeting around a table to discuss their SMSF investment strategy

SMSF Investment Strategy

Investment Strategy generally

An SMSF Investment Strategy is as important to the members of an SMSF as it is to any investor, whether in relation to superannuation assets or those outside of the superannuation environment: in the case of the SMSF however, the significance takes on an added dimension – the legal obligation of the trustees […]

  • a checklist of items to consider when evaluating risks to be managed

Your personal Insurance Philosophy

Do you have a personal insurance philosophy?

Do you have an opinion as to the value of insurance (as a risk management strategy)?

Do you regularly review both your attitude towards – and the amount of protection you have through – insurance policies?

 

Risk pervades all aspects of our lives and whether we are aware of them, or […]

By |May 13, 2015|Risk Insurance Strategies|0 Comments