Continuum Financial Planners Pty Ltd
Phone us now:
Continuum Financial Planners Pty Ltd was incorporated in December 2003. We are a privately-owned and managed business whose financial planners are authorised representatives of the Securitor Financial Group Limited and are variously qualified to advise on:
- Investment Strategies (Managed Investment/ Securities/ Direct Shares)
- Superannuation (including Self Managed Super Funds)
- Retirement Planning
- Wealth Management (incl. Debt Management/ Margin Lending)
- Risk Insurance (Life Products)
- Estate planning
Our experienced advisers engage with clients as individuals. This engagement is both holistic and ‘wholistic’. We offer holistic wealth management advice, addressing financial position, goals and ambitions expressed by our clients. Our service delivery is ‘wholistic’, in that we work collaboratively with other professional advisers as appropriate in each circumstance.
Our clients enjoy working with the Continuum Financial Planners’ team. Their testimonials speak highly of the professional, personalised service they receive. They take comfort in our conservative wealth management approach. They enjoy having peace of mind about their financial planning: and that, because of their confidence in our thorough, process-driven wealth management services, they sleep better at night. We enjoy that they appreciate the attention we pay to even the smallest detail in the implementation of advice given to them.
Our clients appreciate that –
‘we listen, we understand, we have solutions: and we care’.
The wealth management strategies and products that we apply have been thoroughly researched by respected specialists. They have also been ‘risk-rated’ to confirm relevance to the individual risk aversion profile of the clients to whom we recommend them. Before making recommendations to our clients, these strategies are also evaluated as to suitability to their entire family and financial circumstances. The well qualified, highly experienced team at Continuum Financial Planners work with our clients to achieve outstanding outcomes.
Our financial planning services are delivered on a fee for service basis wherever possible. We have applied this policy since the business was first incorporated: well before the current regulatory requirements were even being discussed.
Communication and education are hallmarks of the service our clients experience. These services are delivered in regular, emailed newsletters; and through articles published on this website.
To arrange a meeting with one of our advisers, complete the Contact Us form on our website: you will receive a prompt, courteous response.