Economic and Markets Outlook 2022

Continuum Financial Planners Pty Ltd produces its annual Economic and Markets Outlook to provide a backdrop for clients (existing and prospective) to understand the framework on which we will base investment recommendations, at least during the first two quarters of the year.  In this instance, the outlook is for the 2022 calendar year.  (To review prior year editions of this topic, search our Blog Category Market Updates.) Several issues have [...]

By |2022-01-29T12:34:20+10:00January 29, 2022|Investment Strategies, Market Updates|0 Comments

Financial Education for children

Financial education for children (of all ages) is a gift that will see them in good stead for the rest of their lives.  As a responsible parent/ adult, mindful of your goal to provide financial independence for yourself and for your family, you have established a financial planning strategy; you have accumulated financial wealth; you have a well-considered ‘estate plan’; and to the extent necessary, supported this with life insurances [...]

By |2021-04-06T15:49:36+10:00April 6, 2021|Wealth Management|0 Comments

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 [...]

The Value of Advice confirmed

Perception of the value of advice received, supports our conviction to act - and to act with confidence - in many of our life experiences: in this article, we focus on the value of advice in a wealth management/ financial planning environment.  In that context, we contemplate: the hierarchy of value of advice from different sources, some key aspects of valued advice that cause us to action the advice, how [...]

By |2022-06-28T18:16:51+10:00July 31, 2020|Wealth Management|0 Comments

Managing Money and Debt

Managing Money and Debt Managing money and debt is one of the key responsibilities of governments. The management of money and debt is an important consideration for investors and for the broader economy.  The money available and in circulation in the economy is in the control of governments and the central banks; and debt is of interest for investors wherever it is held – by government, business or households. Governments [...]

By |2020-10-16T11:56:23+10:00July 31, 2020|Wealth Management|0 Comments
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