Estate Planning
More than a Will: it's about ensuring that those who are important to you, are protected...
Estate Planning
More Than Just a Will
Estate Planning is about ensuring the financial security of your loved ones. At Continuum Financial Planners (ContinuumFP), our expert team will guide you in structuring an effective estate plan, encompassing essential elements like your Will, Enduring Power of Attorney, and where relevant, tailored life insurance coverage.
Crafting Your Estate Plan
Creating your personal plan involves more than drafting a Will. It’s understanding what assets are actually part of your estate and ensuring that they are bequeathed as intended. Regular reviews of your plan in the years after its creation are crucial to ensure that it continues to align with your current wishes – and personal and financial circumstances.
Tax-Effective Asset Transfer
A well-designed plan ensures that asset ownership transfers efficiently and tax-effectively to your beneficiaries. It also includes safeguards for assets against legal or financial challenges that beneficiaries might face, such as bankruptcy or divorce.
Beyond Your Estate: Advanced Strategies
Business Succession Planning
Collaboration with Legal Experts
In personal and business succession planning, legal document preparation is crucial. We collaborate with legal practitioners, ensuring that your succession planning documents, including your Will and Powers of Attorney, stand up to legal scrutiny. We welcome working with your chosen lawyer or can recommend trusted legal experts.
Begin Your Estate Planning Journey
To discuss your succession planning needs with our team, contact us. Your first consultation is free.
TESTIMONIALS
What our clients say
Rachel
Don – Gold Coast
South Brisbane
Maroochydore
Partner, McKays Solicitors, Brisbane
Jon
FAQS
Financial Planning FAQs
Can an independent third party endorsement of the firm’s reputation be obtained
Does the firm have a reputation for its financial planning, both with its clients and in the industry?
How do the advisers approach their financial planning role?
What financial planning philosophy does the firm apply?
What is the Continuum Financial Planners ownership structure?
Who is the financial planning company?
Will the financial planner understand me and my needs?
What Does a Financial Planner Do?
- Wealth Accumulation and Investment Strategies
- Asset Protection and Risk Insurance Strategies
- Cashflow Management, including Debt Management
- Superannuation Strategies, including Self-Managed Superannuation Funds
- Retirement Planning, including Centrelink Strategies
- Estate Planning
How Can a Financial Planner Help Me?
- Understand your financial goals and their significance to you
- Work with you to assess your resources
- Determine which advice services may best help you achieve your goals within your timeframe
- Wealth Accumulation and Investment Strategies
- Asset Protection and Risk Insurance Strategies
- Cashflow Management, including Debt Management
- Superannuation Strategies, including Self-Managed Superannuation Funds
- Retirement Planning, including Centrelink Strategies
- Estate Planning
How Much Money Do I Need to See a Financial Planner?
When Should I See Financial Planning?
- Starting or changing employment
- Moving out of your parents’ home
- Buying property
- Entering a personal or business relationship
- Starting a business or family
- Planning for or commencing retirement
- Aged Care
- Receiving an inheritance or benefiting from a capital gain
Who are Continuum Financial Planners?
What are your fees?
Our initial meetings are complimentary. They are an opportunity to discuss your financial goals and determine which advice services might benefit you.
How do I know if Continuum Financial Planners is the right fit for me?
BLOG
Recent Articles
Debunking Aged Care myths
Debunking Aged Care myths 8211 Gifting Protected Person status In this series of articles we have been debunking Aged Care
Read More +
Super in your 40s and 50s
Super in your 40s and 50s Super in your 40s and 50s should be taken as an opportunity to make
Read More +
Investment Strategy formulation for SMSFs
Investment Strategy formulation documentation and implementation are amongst the most important tasks for trustees of self managed super funds SMSF
Read More +
Aged Care myths debunked – RADs
This is the first in a series of articles debunking Aged Care myths and traps that are commonly encountered Clients
Read More +
Superannuation in your 20s and 30s
Superannuation in your 20s and 30s is commonly a least considered financial asset Numerous studies show that the earlier you