Business Succession arrangements

 a planning opportunity for collaboration between your financial planner, your accountant and your lawyer Formulating Business Succession arrangements is an important process that should be undertaken by all business operators – whether the business operates as a sole trader, partnership, trust or a limited liability company. In a nutshell, business succession planning provides a strategy: it documents what is to happen in the event that the owners of the business [...]

By |2020-09-24T21:07:05+10:00May 10, 2018|Estate Planning, Wealth Management|0 Comments

Income Replacement Insurance

Comparing Income Protection Insurance with Salary Continuance Insurance Income replacement insurance is a form of wealth protection that provides an income stream to replace a 'normal' income stream (such as wages or profit from a self-employed business). It is important to provide financial stability during times of interrupted earning occasioned by accident or illness. Income Protection insurance is the more common name for this particular life insurance product, but when [...]

By |2021-07-27T15:24:42+10:00November 21, 2014|Risk Insurance Strategies|0 Comments

Appointing an EPA

Appointing an EPA - what is that; and, when is one needed? Appointing an EPA is an important process that can save a lot of inconvenience and embarrassment during times of indisposition. An Enduring Power of Attorney (an EPA) is an important legal document that can be self-prepared - or preferably, be professionally prepared - to empower another person to make personal or financial decisions on behalf of the appointor. The appointee becomes attorney the appointor [...]

By |2021-08-15T11:54:31+10:00September 19, 2014|Estate Planning|0 Comments

Recommend ContinuumFP on Google and more

Continuum Financial Planners Pty Ltd wants to share You are invited to recommend ContinuumFP website and our social media channels to your family, your friends and your colleagues: and also to log into your Google account to recommend us on the Google search page. Continuum Financial Planners (ContinuumFP) readily shares the detailed and informative wealth management articles in its website articles Library (from which you are currently reading): and having [...]

By |2021-01-21T16:01:09+10:00July 15, 2014|General|0 Comments
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