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

Market Outlook 2016

The 2015 backdrop to the market outlook for 2016 -  As 2015 drew to a close, we reflected on the disappointments of the year from an investment returns perspective. We then turned our minds toward 2016 hoping, rather than expecting, that the market outlook is for a better year. In this post, we bring you the market outlook that will guide the ContinuumFP investment recommendations for 2016, at least initially. Whilst each of [...]

By |2017-07-31T14:29:02+10:00January 12, 2016|Market Updates, Wealth Management|0 Comments

SMSF Investment Strategy

Investment Strategy generally The development of an SMSF Investment Strategy is as important a process to the members of an SMSF as is an investment strategy to any investor. Whether in relation to superannuation or non-superannuation investing, investors use this process to consider all of the elements that influence successful investing.  In the case of the SMSF however, the significance takes on an added dimension – the legal obligation of the trustees [...]

Preparing for Retirement

Is preparing for retirement on your mind? Clients often tell us that looking forward to their retirement is an interesting, challenging and exciting time. From experience in engaging with our clients about this topic we can affirm that the earlier they start preparing for retirement, the easier the transition can be - and the more promptly any financial anxieties can be addressed. Questions of health, use of time, pursuit of interests – [...]

Ongoing Adviser Services

Ongoing Adviser Services - The Value of Advice Ongoing adviser services ensure that the financial goals and objectives you are working toward and the strategic plan to achieve them, stay on track – or are revised to adjust to your changing circumstances. By maintaining regular communication with your adviser, the experiences of the growth and development of your portfolio (unfortunately, not always in a positive direction) can better be weathered [...]

By |2019-01-11T14:42:11+10:00September 16, 2010|Wealth Management|0 Comments
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