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 within the range tolerable to the investor. Each investment asset class has an array of [...]

Gearing wealth creation – capital gains

Wealth accumulation without breaking the Bank Gearing wealth creation has long been a popular investment strategy: the level of gearing employed significantly impacts the performance of the investment portfolio. Since the 2013 Federal election in Australia, when Negative Gearing was demonised as a cause for high housing cost and low affordability, there has been ‘chatter’ about the benefits accruing to those who utilise this wealth creation strategy; and the distortions that [...]

By |2020-12-16T20:14:10+10:00April 28, 2017|Investment Strategies, Wealth Management|0 Comments

Wealth Management strategy consistency

Strategy consistency is a strategy The occurrence of the Global Financial Crisis (the GFC) in late 2008 gave birth to a range of investment slogans and vocabulary that will persist into the distant future. One of the most valuable slogans, modelled on "Cash is King", was 'Strategy is King'. In our view, investors maintaining wealth management strategy consistency in the aftermath of the GFC, was strategic in itself. The challenges to [...]

By |2021-02-02T15:21:27+10:00September 6, 2011|Investment Strategies|0 Comments

Investors ignore volatility

Investors, ignore volatility and don’t join the panic! Investors ignore volatility, particularly short-term volatility, because they invest strategically – for the long haul. We brought this article to clients on the morning after an overnight Wall Street correction; and before our markets opened on that August morning in 2011. The US stockmarkets fell by around 5% overnight. The Australian All Ords is likely to start the day about 3% down. [...]

By |2021-04-21T21:49:30+10:00August 5, 2011|General, Market Updates|0 Comments

Clients value ongoing service

ContinuumFP clients value ongoing service: they appreciate the support we give them that the financial decisions they make, particularly in relation to investment structures and portfolios are both 'fit for purpose' and in their best interests. A number of our clients and associated professionals called heavily on the services of the Continuum Financial Planners team to address financial (predominantly investment-related) concerns that had arisen in the most part as a [...]

By |2018-01-04T16:25:28+10:00July 14, 2010|General|0 Comments
Go to Top