Margin Loan Management

Margin loan management is an important matter that should be attended with a high level of consistency: in times of volatile market activity in the asset class acquired under the loan terms, particularly close monitoring is advisable. Continuum Financial Planners Pty Ltd recognises that there are additional risks associated with margin loans and that they should only be considered by investors who are able to deal with the risks associated [...]

By |2019-01-10T12:03:44+10:00August 11, 2011|General|0 Comments

Ongoing Adviser Servicing valued

The following article was posted in October 2008, during the severe days of the GFC aftermath - and before 'the Storm debacle' became publicly exposed. Continuum Financial Planners Pty Ltd has a consistent history of providing exceptional, proactive service to their 'active' 1 clients. The article is being updated in a minor way and re-publicised to reassure our clients that their best interest is uppermost in our business culture. Ongoing [...]

By |2018-01-04T16:43:31+10:00October 28, 2008|General, Wealth Management|0 Comments
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