Economic and Markets Outlook 2019

Economic and Markets Outlook 2019 The Economic and Markets Outlook 2019 offered by Continuum Financial Planners Pty Ltd is prepared to provide a backdrop to the investment recommendations we will make, particularly in the early part of the calendar year, from information published by a range of investment analysts, economists and researchers on whom we rely. It is published for transparency, so that investor clients can have an understanding of [...]

By |2019-11-28T11:04:29+10:00January 14, 2019|Market Updates|0 Comments

Sourcing funds to invest

How can I set aside funds to invest? When considering accumulating wealth for future purposes, enquirers are often concerned as to how they might be able to source funds to invest - they are struggling to meet the daily/ recurring costs of living as it is! Longer term goals giving rise to such concern include: a level of financial independence in retirement; for estate planning bequests; or for establishment of a philanthropic foundation/ [...]

By |2022-01-31T19:20:59+10:00April 20, 2015|Wealth Management|0 Comments

Global Equities Asset Allocation

Diversification in asset allocation smooths volatility Investors have a range of investment asset classes into which a portfolio can be invested. A Global Equities Asset Allocation has some special features that make it particularly interesting to Australian investors. Some of those features are common to any global asset class (including fixed income, property, or even 'alternatives'). Global equities tend to be more volatile than the other assets for most of the time; [...]

Successful investing disciplines

What are some successful investing disciplines? Successful investing disciplines are based on rules that have been proven over time, to result in portfolios that outperform relevant indices or the market generally. For our everyday lives, rules have been created for a number of reasons, one of which has been to provide for us to enjoy a relatively safe environment. The following rules from the manager of a managed fund in [...]

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