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

SMSF Investment Strategy

Investment Strategy generally The development of an SMSF Investment Strategy is as important a process to the members of an SMSF as is an investment strategy to any investor. Whether in relation to superannuation or non-superannuation investing, investors use this process to consider all of the elements that influence successful investing.  In the case of the SMSF however, the significance takes on an added dimension – the legal obligation of the trustees [...]

Trusted wealth management advice

...the value of advice delivered by Continuum Financial Planners Pty Ltd Trusted wealth management advice will deliver peace of mind as it targets financial outcomes, be they short- to medium-term SMART goals, or through to longer-term retirement planning. Valuing the advice delivered in a wealth management advice engagement is a critical component in developing and implementing the strategies that will set your course to attainable financial independence. The ContinuumFP experienced [...]

By |2020-08-12T15:20:42+10:00January 28, 2014|Wealth Management|0 Comments

Testamentary Trusts revisit

Why a Testamentary Trusts revisit? The testamentary trusts revisit is made for the benefit of clients and readers who have come to our site, without any prior awareness of the features and benefits of this estate planning tool. Whilst testamentary trusts are not suited to every estate plan, awareness about them ensures that as circumstances change, benefits that could optimise the value of an estate to the beneficiaries are not [...]

By |2020-08-12T21:16:39+10:00November 15, 2013|Estate Planning|0 Comments

Financial Year end checklist 2013

The financial year end checklist 2013 contains tax-effective strategies that may be effective for you - depending on your personal financial and taxation circumstances. Employees, professionals, contractors or self-employed business operators (carrying on business under a structure) may benefit from them, but you should confirm any proposed course of action with your accountant, tax agent or financial planner before acting on them. As the financial year draws to a close [...]

By |2021-05-26T20:17:08+10:00June 20, 2013|General|0 Comments
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