Client Value Proposition

“We listen, we understand, we have solutions...and we care - delivering professional wealth management advice, personalised to each clients circumstances”

What clients say!

Working with us, clients have peace of mind about their wealth management considerations and financial well-being.

They appreciate the comfort and assurance that the extensive experience of our advisory and support staff apply to tailor advice to their specific financial needs – and that we implement that advice; and manage the strategy in an efficient and cooperative way.

Clients of Continuum Financial Planners enjoy a sophisticated level of service that is cost efficient, both in terms of research cost and service delivery. They benefit from industry-leading technical advice, an efficient account management platform and a well-researched list of investment-grade products available to us through our Dealer Group relationships with Securitor.

Clients acknowledge that we take our profession seriously and operate with technical competence, honesty and integrity.

How clients’ contribute:

The clients who benefit most are those who work in a cooperative arrangement with us, providing all relevant information, carefully considering the advice and alternative strategies we propose – and communicating any relevant events or changes in circumstance to us so that we can work with them to maintain the integrity and relevance of the financial advice provided.

Fee for service

Clients engaging our financial planning services appreciate that we offer – and usually accept and engage us using our fee for advice and fee for service offerings. With these offerings they receive full disclosure of all related fees and benefits in the advice documents issued to them – so that there are no surprises over fees!

The value of the advice and ongoing services is discussed during initial meetings and regular reviews.

We offer a ‘gatekeeper’ service to coordinate all the expert advice you need

Our clients with broader wealth management and/ or lifestyle needs appreciate that we work closely with referral expert advisers in specialist areas including: estate planning, mortgage lending and legal fields.

CONTINUUM Financial Planners Pty Ltd is a private financial services company operating with authority as a Corporate Authorised Representative and Credit Representative of SECURITOR Financial Group Limited (a member of the BT Financial Group which in turn is a subsidiary of Westpac Banking Corporation Ltd).