Client Value Proposition

“We listen; we understand; we have solutions.”

What we offer!

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

We draw on the extensive experience of our advisory and support staff to tailor advice to the specific financial needs of our clients – and to implement that advice and manage the strategy in an efficient and cooperative way.

We take our responsibilities to our clients and to our profession seriously and operate with technical competence, honesty and integrity.

Our clients’ role:

Our preferred position is that clients 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 are encouraged to accept 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 basis of fees is outlined in the FSG and detailed in advice documents - but the value of the advice is discussed during presentation of advice and the regular reviews.

We use expert research to help clients make the right choices

Continuum Financial Planners draw on industry-leading technical advice, an efficient account management platform and a well-researched list of investment-grade products to satisfy the advisory needs of clients. This facilitates a sophisticated level of service to our clients that is cost efficient, both in terms of research cost and service delivery.

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

We work closely with referral expert advisers in specialist areas including: estate planning, mortgage lending and legal fields; to ensure that clients have the best advice for their complete lifestyle and financial needs.

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