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 [...]

Economic and Markets Outlook 2021

This Economic and Markets Outlook 2021 is presented so that our clients and other followers have some insight into factors that will be in our minds as we construct, review and revise investment portfolios in 2021 – particularly during the first half of the year.  (If a day in politics is a long time, a forecast year in investment markets is an eternity!) 2021 - a year of financial intrigue, [...]

Gearing wealth creation – capital gains

Wealth accumulation without breaking the Bank Gearing wealth creation has long been a popular investment strategy: the level of gearing employed significantly impacts the performance of the investment portfolio. Since the 2013 Federal election in Australia, when Negative Gearing was demonised as a cause for high housing cost and low affordability, there has been ‘chatter’ about the benefits accruing to those who utilise this wealth creation strategy; and the distortions that [...]

By |2020-12-16T20:14:10+10:00April 28, 2017|Investment Strategies, Wealth Management|0 Comments
Go to Top