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Articles Library

Articles posted on this Page have substantially been written by the ContinuumFP team: we accredit the work of any experts whose work is reproduced.

graph showing the duration and intensity of phases of market volatility

Market Volatility

During times of persistent or extreme market volatility, our advisers are mindful of the effect that has on clients. Apart

investor sitting at a desk with a laptop screen open and showing multi-coloured charts, a cup of coffee, and a series of coloured sheets of paper with graphs and charts showing how investment portfolio assets have been allocated; an opportunity to evaluate margin lending buffers against asset valuations

Margin Loan Management

Margin loan management is an important matter that should be attended with a high level of consistency. In times of

image of US flag in bright sunlight but sagging as it is weighed down by a downgrade from AAA credit rating - all set against a bright blue background

US Credit Rating revised

Standard & Poor’s downgrades US to AA+ “That the US Credit Rating was revised, is a headline from a 2011

three generations of a happy family celebrating together secure in the knowledge that they are getting valued financial planning advice with ongoing adviser servicing, supporting their wealth management endeavours

Clients Value Our Proposition

Our mantra – “… personalised, professional wealth management advice”, we listen, we understand, we have solutions…and we care! ” Our

image of a group of anxious investors reviewing their portfolios; an image of a board of share prices is overlaid, with a volatile downsloping trend line indicating the cause of their panic - their strategy should allow investors to ignore volatility

Investors ignore volatility

Investors, ignore volatility! Stand aside from the panic! Successful, seasoned investors ignore volatility, particularly short-term volatility, because – they invest

spiral-bound notebook with title 'Know the Rules' overlaid with image of an insurance stamp marking an application 'approved' and with the title 'Life Insurance' - representing the need to understand the insurance product being bought - in this article, Income Protection Insurance

Income Protection Insurance

Income Protection Insurance (aka Salary Continuance Insurance under some Superannuation accounts) Income Protection Insurance provides financial protection against a loss

two memo cards being held in the palms of two hands: one card with 'keep working', the other with 'retire' inscribed. overwritten are the questions 'do I really need to; and can I possibly, early - exposing early age retirement self-funding considerations

Early-age retirement funding

Planning early-age retirement, funding? Early-age ‘retirement’ funding will be on the mind of some readers, it appeals to those with

image of a young couple sitting at a desk with their financial adviser reviewing proposed portfolio construction and potential outcomes shown on graphs and tables - investment portfolio diversification at work; reviewing some offered wealth management tips; strategic investment objectives

Wealth management tips

Wealth management tips to optimise outcomes for your future… The following wealth management tips will help you manage your financial

Regular Saving aids Investment success

The lesson from the ‘the tortoise and the hare’ fable, delivers investment success! We set out to demonstrate that regular saving aids investment

mid-aged couple, the woman appearing a little younger than the male, smiling as they receive encouraging advice from their financial planner, possibly following receipt of a windfall gain

Financial Planning advice

…get what you pay for – Financial planning advice is about more than investment returns. It goes much deeper than

a persons fingers shown gripping the iron bars of a cell showing frustration at ignoring the law, even in simple back dating documents

Back dating documents illegality

The question as to back dating documents illegality is touched on in the following Case Study. It has been provided

Coping with market volatility

Coping with market volatility – investment market volatility in this instance – is an acquired skill. However, it is one