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

Capping Superannuation funding

Why is capping superannuation funding in question? Governments around the world are facing debt concerns that threaten their ability to provide welfare, health, education and other services. In this scenario they are looking for ways to reduce their outgoings - and protect their revenue base. In Australia, one method the government is looking to implement to provide such protection is by capping superannuation funding. This will achieve their goal in two [...]

By |2020-08-28T11:52:39+10:00September 19, 2014|Retirement Planning Strategies|0 Comments

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

Investment Yield

Investment Yield in the decision-making process The investment yield available from any given asset, helps investors determine the appropriate tactic in relation to allocation of investable funds to that asset. The decision could be whether to retain, to acquire, to vary the holding of that asset. When the allocation to an investment is being contemplated, the yield will be a factor in deciding whether or not to purchase. Specifically, the cashflow [...]

By |2020-08-12T20:05:29+10:00November 15, 2013|Investment Strategies, Wealth Management|0 Comments

Retirement dreams

Bringing retirement dreams to reality Retirement dreams are what motivate many of us to work - particularly for the last several years of working life. To dream is important, but to bring the dream to life, takes planning, focus and effort. This article sets out some of the key questions that will need addressing; and links to related articles with more in-depth coverage of some of the primary issues. Retirement: [...]

By |2021-04-18T12:27:08+10:00November 15, 2013|Retirement Planning Strategies|0 Comments
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