Delivering financial advice and wealth management solutions
'we listen, we understand, we have solutions... and we care!'
Continuum Financial Planners
Your Trusted Partner in Wealth Management and Financial Advice
Our Services
Our Expertise
Investment Strategies
Retirement Planning
Superannuation Solutions
Life Insurance
Receive the guidance you need to establish protection and financial security, ensuring that you and your dependents are adequately cared for during unforeseen events.
Estate Planning
Aged Care Advisory
Your First Initial Meeting is Free with No Obligation
Experience our commitment to your financial well-being - We listen, we understand, we have solutions... and we care!' Connect with our expert wealth management advisers today for personalised financial guidance.
TESTIMONIALS
What our clients say
Dan
Rachel
Don – Gold Coast
South Brisbane
Maroochydore
Partner, McKays Solicitors, Brisbane
FAQS
Financial Planning FAQs
Can an independent third party endorsement of the firm’s reputation be obtained
Does the firm have a reputation for its financial planning, both with its clients and in the industry?
How do the advisers approach their financial planning role?
What financial planning philosophy does the firm apply?
What is the Continuum Financial Planners ownership structure?
Who is the financial planning company?
Will the financial planner understand me and my needs?
What Does a Financial Planner Do?
- Wealth Accumulation and Investment Strategies
- Asset Protection and Risk Insurance Strategies
- Cashflow Management, including Debt Management
- Superannuation Strategies, including Self-Managed Superannuation Funds
- Retirement Planning, including Centrelink Strategies
- Estate Planning
How Can a Financial Planner Help Me?
- Understand your financial goals and their significance to you
- Work with you to assess your resources
- Determine which advice services may best help you achieve your goals within your timeframe
- Wealth Accumulation and Investment Strategies
- Asset Protection and Risk Insurance Strategies
- Cashflow Management, including Debt Management
- Superannuation Strategies, including Self-Managed Superannuation Funds
- Retirement Planning, including Centrelink Strategies
- Estate Planning
How Much Money Do I Need to See a Financial Planner?
When Should I See Financial Planning?
- Starting or changing employment
- Moving out of your parents’ home
- Buying property
- Entering a personal or business relationship
- Starting a business or family
- Planning for or commencing retirement
- Aged Care
- Receiving an inheritance or benefiting from a capital gain
Who are Continuum Financial Planners?
What are your fees?
Our initial meetings are complimentary. They are an opportunity to discuss your financial goals and determine which advice services might benefit you.
How do I know if Continuum Financial Planners is the right fit for me?
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