Financial Planners are required to meet two legislative standards when providing advice to clients: they are paraphrased as – ‘know the client’ and ‘know the product’.

ContinuumFP financial planners adhere to the motto that ‘.. we listen, we understand; we have solutions … and we care’. The financial planners you will deal with at our firm have a background in accounting, banking or other financial service institutions and in that, we believe that we have a deeper understanding of most business and financial environments than many of our peers.

You should be able to develop a feeling as to whether a prospective financial planner has the capacity to fully grasp your needs, goals and objectives during the complementary (at our practice at least) initial meeting.