Continuum Financial Planners Pty Ltd
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Meet with our professional wealth management advisers –
“…we listen, we understand, we have solutions – and we care…”
Continuum Financial Planners’ specialisations include –
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… READ MORE…
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… READ MORE…
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… READ MORE…
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… READ MORE…
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.
