ContinuumFP Wealth Creation process

The ContinuumFP wealth creation process The ContinuumFP wealth creation process unites the skills and experience of our advisers and their support team, with the financial resources and expertise of our clients. What drives wealth creation? Wealth creation occurs when a number of elements combine to your financial benefit. These elements include implementation of sound investment strategies,  that bear in mind your personal and financial circumstances, available resources, your clearly articulated needs [...]

By |2021-06-16T09:13:53+10:00February 24, 2012|Wealth Management|0 Comments

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 [...]

Financial security assessment

Financial security assessment - a self-test: A financial security assessment of your family's capacity to deal with a health or well-being crisis that could impair your ability to fund financial needs for the immediate- as well as for the longer-term - should be undertaken regularly, to satisfy yourself (and them) that their greatest concern will only be recovery from the impairment. Why is a financial security assessment necessary? Consider the [...]

By |2020-02-05T15:58:55+10:00November 10, 2009|Wealth Management|0 Comments
Go to Top