The Continuum Financial Planners Pty Ltd client value proposition:

Professional, assuring service

ContinuumFP’s client value proposition is affirmed by clients telling us that they have peace of mind about their wealth management strategies. They also appreciate their ongoing adviser service arrangements – and their sense of financial well-being. They speak of the comfort and assurance that they experience in working with our advisory and support staff. They acknowledge that we tailor advice to their specific financial needs; and that we implement that advice – and manage the strategy, in an efficient and cooperative way.

Clients of Continuum Financial Planners Pty Ltd enjoy a sophisticated level of service that is cost efficient. We carefully manage our operational costs to be able to offer competitive fees for the provision of advice provision; and for service delivery. Clients benefit from industry-leading technical advice, an efficient account management platform and a well-researched list of investment-grade products available to us in our Dealer Group relationship with Securitor.

Clients acknowledge that we practice our profession seriously and operate with technical competence, honesty and integrity. They get that ‘we listen, we understand; and we have solutions’ to their wealth management needs. 

[To read some of the comments made by clients expressing their satisfaction with our services, click here.]

A sample, from Wendy at Carindale Heights –
I would just like to thank you for all the effort you put in to our matters:
Thanks too for the support and advice you are always willing to give.

Collaborative client relationship

The clients who benefit most are those who 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 during our review meetings, so that we can work with them to maintain the integrity and relevance of the financial advice provided. They also engage with us in an ongoing adviser service agreement that clearly defines the amount of interaction they want to have with their adviser.

Fee for service.  No Surprises!

Clients engaging our financial planning services appreciate that we offer fee for advice/ service offerings. With these offerings, clients engaged with us receive full disclosure of all related fees and benefits: these are set out in the advice documents issued to them – so that there are no surprises over fees!

The value of the advice and ongoing services is discussed during initial meetings and regular – at least annual,  reviews.

Interested? Phone us –

07-3421 3456