Have you heard?
Here's what our clients have been saying about us...
What our Satisfied Clients say about their experience with us
A number of satisfied clients of Continuum Financial Planners Pty Ltd have expressed their delight with and appreciation of, the service they receive from our team of advisers and our adviser support team. The clients who have provided these kind words of support and expressions of satisfaction have experienced the service engagement as set out in the associated pages Our Offering and our Fee Policy arrangements that you can read more about from the drop down menu that led you to this page.
One of the recommendations often made by finance industry journalists about when you are considering engagement with a financial planner, is to look for verification from friends and/ or existing clients of the firm to see if you can identify characteristics that appeal to you. A couple of instances are: The Sydney Morning Herald Money page – from which the following quote is taken, “Consumers should ask the planner if he or she can refer you to those who have used their services.”; and The New Daily gives this advice – “..use people-power, and ..(seek) consumers … information about advice and advisors to get (your) own reliable measure about how to find a good advisor”.
Some of the following testimonials talk about our readiness to go to great lengths to ensure they are totally satisfied with the service they have sought from us, others appreciate the conservative approach we take to both the development of the strategies we put in place for them; and with the approach we take in the initial engagement process. To satisfy your need to know about working with us, start with a read from our satisfied clients and service providers in the following pages…
TESTIMONIALS
What our clients say
Warwick, thank you so much for traveling to meet with us face to face to discuss our personal financial needs and goals – we are very grateful that you took the necessary time to understand our private and business situation and comprehensively explore our options with us.
Rachel
Warwick and the team keep us informed of developments in investment markets, about regulation changes affecting retirement planning and income streams and provide counsel about structuring the investments we have accumulated. Our family looks forward to an ongoing working relationship with ContinuumFP for many years to come.
Don – Gold Coast
The team at Continuum Financial Planners Pty Ltd show us care and concern for our welfare which is reflected in the way they are flexible about the arrangements for our meetings so as to accommodate my needs when medication occasionally causes discomfort
South Brisbane
We really appreciate the way that they deliver professional services and advice to us at a very personal level that recognises the anxieties we have experienced through market downturns in shares, property and the economy generally.
Maroochydore
I have had the pleasure of working with Eric in his capacity as financial advisor to a number of clients. He is very well prepared and helpful in every sense. He takes a genuine, caring interest in his clients' well being and knows his stuff and his clients' affairs very well which is enormously helpful to me when I am doing a client's estate planning work.
Partner, McKays Solicitors, Brisbane
Eric and Warwick at Continuum Financial Planners have been a great help for me over several years, supporting me with superannuation and wealth accumulation and protection strategies – not only for myself, but also with savings plans for my children. Their well-defined service plan takes the stress out of our financial affairs.
Jon
After an incredibly stressful five years, I have peace of mind at last. This is due in no small part to the plan that Peter put in place for me. It has alleviated my anxiety and made a huge improvement to my health and lifestyle. Coupled with this, the service from Continuum has been excellent. Peter is regular contact and he and his support staff are always available if I have any queries.
A. Dodd
As an engineer I am very interested in quality data and professional analysis. In the almost five years since I confirmed their appointment Eric as my adviser and Lee as the paraplanner, have been very responsive to my needs and provide detailed information when I am asked to consider any recommendations they are making.
Noosaville, Qld
Peter is knowledgeable and empathetic and has developed a deep understanding of our situation. He is always there for consultation and on the rare occasions he misses my phone calls he rings back on that day. My wife and I have benefitted greatly from Peter’s expertise. We are very comfortable with our financial situation and feel we have developed a trusted ally in our journey through retirement.
Toowoomba
I would just like to thank you for all the effort you put in to our matters: Thanks too for the support and advice you are always willing to give.
Wendy, Carina Heights
