Continuum Financial Planners Pty Ltd produces its annual Economic and Markets Outlook to provide a backdrop for clients (existing and prospective) to understand the framework on which we will base investment recommendations, at least during the first two quarters of the year. In this instance, the outlook is for the 2022 calendar year. (To review… Continue reading Economic and Markets Outlook 2022
Author: Eric Walters
After 28 years as an accountant in public practice Eric undertook a financial planning role in October 2000. During his career, Eric has advised clients on a wide range of financial matters, contemporaneously providing strategic business services to entrepreneurs and senior managers.
Financial Education for children
Financial education for children (of all ages) is a gift that will see them in good stead for the rest of their lives. As a responsible parent/ adult, mindful of your goal to provide financial independence for yourself and for your family, you have established a financial planning strategy; you have accumulated financial wealth; you… Continue reading Financial Education for children
Teaching children good financial habits
Teaching children good financial habits is one of the many important tasks that parents grapple with, often starting with the discussion about how much pocket money should the children get, how much authority do they have to deal with that pocket money – and is there an accepted scale of paying the pocket money for… Continue reading Teaching children good financial habits
Investor risk profiling explained
At its core, investor risk profiling is a process used to assess the level of risk that an investor is willing to take with their financial assets. The investable assets can be siloed, and a different risk profile applied to each group of assets; however, the overall risk profile of the entire portfolio should remain… Continue reading Investor risk profiling explained
Investment Anxiety
Investment anxiety is a natural phenomenon, especially amongst those who are either new to the world of investing, or who have been caught in a steep market correction for the first time in their investor experience. It can also strike seasoned investors when their concurrent personal circumstances have changed adversely. Picture this …. You wake… Continue reading Investment Anxiety