A team of experienced financial advisers
Who act in their clients' best interests - efficiently; and professionally
Welcome to Continuum Financial Planners Pty Ltd
Providing Financial Planning Advice since January 2004, Continuum Financial Planners Pty Ltd (ContinuumFP) is a privately-owned and managed business. Our financial planners, authorised representatives of Lifespan Financial Planning Pty Ltd (AFSL 229892), are equipped with diverse qualifications to offer comprehensive advice on:
- Investments including Managed Investments, Securities, and Direct Shares
- Retirement Planning
- Superannuation, focusing on Self Managed Super Funds (SMSFs)
- Wealth Management, encompassing Debt Management, Personal Budgeting, Cashflow Management, and Margin Lending
- Life Insurance (Term Life, TPD, Trauma, Income Protection and variants of those contracts)
- Estate (and Business Succession) Planning
- Aged Care
Our Approach to Financial Planning
At ContinuumFP, we pride ourselves on our unique approach to financial planning. Our experienced advisers engage with each client individually, providing holistic wealth management advice tailored to their financial positions, goals, and ambitions. We believe in a ‘wholistic’ service delivery, collaborating with other professional advisers as needed, always respecting the confidentiality and significance of each client relationship.
Building Trust and Delivering Results
Our clients’ testimonials reflect their trust in our professional and personalised service. They value our conservative approach to wealth management and find peace of mind in our thorough, process-driven services, ensuring better sleep at night. Our motto, ‘we listen, we understand, we have solutions – and we care!’ resonates deeply with our clients.
Tailored Wealth Management Strategies
The wealth management strategies and products at ContinuumFP are thoroughly researched and ‘risk-rated’ to match the individual risk profiles of each client. We ensure these strategies are suitable for your entire family and financial circumstances. Our highly experienced team is dedicated to achieving outstanding outcomes.
Transparent Fee Structure
ContinuumFP has championed a fee-for-service policy since its inception, long before the current regulatory requirements. This transparency in pricing reflects our commitment to honest and upfront service.
Engagement and Education
Communication and education are central to our client experience. We offer regular insights through newsletters and informative articles on our website.
Get in Touch
To start your journey with ContinuumFP and discuss how we can assist with your financial planning needs, contact us today.
TESTIMONIALS
What our clients say
I have been a client of Damien at Continuum for several years after he was recommended to me. He listens to my needs and concerns and is always considerate of my situation when making recommendations. He has helped me navigate through several very complex issues, including the death of a family member. I feel confident that my finances are in very trusted hands, and I would highly recommend Damien and Continuum to anyone seeking financial planning advice.
Judy
I was very happy with the Experience I had with Continuum Financial planners. Being the first financial planner I've used I would like to say they are well worth their value. I would have loved to have had this kind of planning years ago when I was younger. Damien was really informative and well educated. He assisted me with my goals and gave a detailed report which was all explained in our follow-up meeting. Overall extremely happy and will continue to see them for future appointments.
Jeremy
Can highly recommend Damien at Continuum. We’re at the initial stages of our planning and Damien has given us sound advice and a thorough report which has helped us determine our future goals.
Jessie
Damien Ferguson from Continuum Financial Planners has been an invaluable asset in helping me navigate my financial future. I was impressed by his comprehensive approach, which included not only financial planning advice but also securing appropriate business and personal insurances. Damien took the time to understand my unique needs and goals, and I felt confident in his recommendations. I highly recommend Damien and Continuum Financial Planners to anyone seeking financial guidance or looking to invest and protect their financial future.
Damien C
I have been a very satisfied customer of Continuum since 2007 when I purchased a house. My husband and I engaged Warwick Bragg as our financial adviser and saw our superannuation balance grow exponentially over the years. The advice received for retirement and estate planning has been spot-on. We are now comfortably set-up in retirement, with no debts and a healthy financial future. We are grateful for the advice received. We appreciate the personal service, the quick responses to our questions, and the genuine care and concern for our individual needs. We fully recommend and endorse the services of Continuum.
David
I have been seeing Warwick Bragg, as my Financial Planner, for the past 12 months. He is always friendly and very professional. More importantly, he explains complex financial concepts in a way that I can easily understand. He is easy to deal with and his advice to date, has been excellent. I would highly recommend Warwick Bragg and the services of Continuum Financial Planners.
Michelle
FAQS
Financial Planning FAQs
Can an independent third party endorsement of the firm’s reputation be obtained
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Does the firm have a reputation for its financial planning, both with its clients and in the industry?
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How do the advisers approach their financial planning role?
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What financial planning philosophy does the firm apply?
Our clients agree that we are a conservative practice: having taken the time to determine the needs, goals and objectives of our clients, we seek to provide them with financial advice that will best utilise the resources available to them in achieving those aims – we deliver personalised, professional wealth management advice in an environment where capital preservation is an important element.
What is the Continuum Financial Planners ownership structure?
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Who is the financial planning company?
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Will the financial planner understand me and my needs?
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What Does a Financial Planner Do?
A financial planner is a professional who assists clients in achieving their financial goals within a specified timeframe, optimising the use of available resources. At Continuum Financial Planners (ContinuumFP), our financial planners are appropriately qualified and experienced in a variety of advice services to help clients achieve their financial goals
- 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
Our financial planners listen to their clients, understand their needs, and provide tailored solutions. For more details on their qualifications and experience, visit the Adviser Profile page on our Financial Services Guide.
If you think our Financial Planners at ContinuumFP can assist you, please book a meeting or call us on 07 3421 3456.
How Can a Financial Planner Help Me?
The financial planners at Continuum FP will:
- 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
Our advice services include:
- 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
If you think our Financial Planners at ContinuumFP can assist you, please book an initial meeting or call us on 07 3421 3456.
How Much Money Do I Need to See a Financial Planner?
Consulting a financial planner is less about the amount of money you have and more about achieving specific financial goals. At ContinuumFP, we understand that every client’s situation is unique. Our initial meetings are no-cost and provide an opportunity to discuss your financial circumstances, goals, and how our advice can be tailored to you.
If you think our Financial Planners at ContinuumFP can assist you, please Book an initial meeting or call us on 07 3421 3456.
When Should I See Financial Planning?
Financial planning advice becomes particularly valuable when you experience key life or financial milestones, including:
- 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
Our financial planners possess expertise in guiding clients through these significant events. If you think our Financial Planners at ContinuumFP can assist you, please book an initial meeting or call us on 07 3421 3456.
Who are Continuum Financial Planners?
Continuum Financial Planners Pty Ltd (ContinuumFP), based in Upper Mount Gravatt, has been offering financial planning advice since January 2004. Serving clients across South East Queensland and beyond, we are a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd (AFSL 229892).
What are your fees?
At ContinuumFP we operate on a ‘fee for service’ basis. All advice fees are quoted before work commences; and ongoing service fees are packaged and priced according to your individual needs and requirements and confirmed in an Ongoing Fee Arrangement or a Fixed Term Service Agreement.
A fee guide is outlined in your Adviser’ specific Adviser Profile on our Financial Services Guide and Adviser Profile page.
Initial Meeting Cost
Our initial meetings are complimentary. They are an opportunity to discuss your financial goals and determine which advice services might benefit you.
A fee guide is outlined in your Adviser’ specific Adviser Profile on our Financial Services Guide and Adviser Profile page.
Initial Meeting Cost
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?
The best way to determine if we’re the right fit for you is through an initial meeting. It’s a no-cost opportunity to discuss your financial aspirations and concerns. If we can’t provide the specific advice you need, we’ll let you know.
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