Aged Care Advisory
Clarity and guidance you need during this crucial time.
Aged Care Advisory Services
Navigating the intricacies of aged care can be an overwhelming experience. At Continuum Financial Planners (ContinuumFP), we understand the complexities involved and are dedicated to providing you with the clarity and guidance you need during this crucial time.
Our team includes advisers who are not only experienced but also accredited Aged Care Specialists, equipped to offer you comprehensive aged care advice tailored to your unique situation.
Why Choose ContinuumFP for Your Aged Care Advice?
Personalised Advice
We recognise that every individual and family is unique. That’s why our approach is highly personalised, focusing on understanding your specific needs, preferences, and financial situation. Our goal is to create a customised aged care plan that aligns with your desires and provides peace of mind for the future.
Comprehensive Support
At Continuum, we offer more than just advice. We provide comprehensive support throughout the entire aged care process. From initial planning and understanding your options to executing the plan and adjusting as circumstances change, we’re available for you every step of the way.
How Can We Help You?
- Aged Care Planning: Strategic advice to prepare you for the transition to aged care, including care options that fit your lifestyle and financial situation.
- Financial Assessments: Comprehensive analysis of your financial position to optimize your aged care
funding and minimise out-of-pocket expenses. - Government Benefits Navigation: Assistance with accessing and maximising government benefits and
entitlements relevant to aged care. - Ongoing Support and Review: Continuous monitoring and review of your aged care plan to ensure it
remains aligned with your needs and any changes in circumstances.
Let ContinuumFP help you navigate the complexities
Contact us today to schedule a consultation and learn how we can assist you and your family with your aged care needs. Let us help you make informed decisions that ensure dignity, and peace of mind during this important phase of life.
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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