Continuum Financial Planners Pty Ltd


07-3421 3456

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

Continuum Financial Planners’ specialisations include –

Continuum Financial Planners Investment-Strategies 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…    

Continuum Financial Planners Retirement Planning
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…    

Continuum Financial Planners 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…    

Continuum Financial Planners Risk Life Insurance
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…    

Continuum Financial Planners 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
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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