ContinuumFP clients value ongoing service. They appreciate the support we give them with their financial decisions. This is particularly true regarding investment structures and portfolios. These services ensure their decisions are both ‘fit for purpose’ and in their best interests.
A number of our clients and their associated professional advisers call heavily on the services of the Continuum Financial Planners team. They did so to address financial, predominantly investment-related, concerns that arose mainly as a consequence of the GFC during the 2010 year. They did so during the COVID 19 epidemic. These concerns affected themselves, their clients or related families. Our services appeased many of their concerns… and we continue to serve to minimise their financial anxieties.
How we helped…
We were able to settle the concerns raised, utilising a range of our client-centric services, including:
- reviewed investor risk aversion, discussing the consequences of the risks associated with the different asset classes available for investors;
- reviewed asset allocation (how investment assets are diversified) to ensure the appropriate strategic goals were still achievable;
- initiated, or in some cases, updated Estate Planning strategies and plans;
- started investment programs to accumulate wealth (with regular savings plans; and investments with prudent gearing – low levels of borrowed funds);
- arranged pensions for clients either transitioning to retirement, or starting their retirement (and worked with clients in retirement to ensure their funds will last as long as possible);
- made applications for various types of life insurance for clients and their families so that they and their families would be confident that the lifestyle they are working at building will not be shattered by an unexpected, unwelcome event or tragedy;
- assisted with referrals to lenders for home purchases – and in some cases, with borrowing against home equity to make investments.
Industry recognition
Continuum Financial Planners Pty Ltd was awarded Securitor’s Queensland Practice of the Year Award for 2010. The services we deliver to our clients, the processes we have developed so as to ensure those services are delivered effectively and consistently – and the concentration on providing wealth management education tips and guidance for the benefit of our clients – that delivered that Award have been continuously reviewed and enhanced. (We were contenders for this Award again in 2012; and runners-up for the 2013 year.)
As we move further beyond the immediate effects of the GFC, economic and market conditions become less volatile. As a result, investor confidence appears to be improving. Investor confidence should also benefit from the most recent reforms to the way financial services are delivered. More financial planning firms are required to work in the way that Continuum Financial Planners has worked since its inception: on a fully disclosed, fee-for-service basis. (Search our Articles library for the most recent Economioc and Markets Outlook. The one for 2025 is linked here.)
Client testimonies
Some of our clients have provided testimonials, expressing their appreciation for the way we have attended to a diverse range of wealth management needs. They appreciate that ‘…we listen, we understand; and we have solutions..’ to their financial needs, hopes and goals.
Tmake an appoitment to discuss how you would benefit from working with us, please –
- phone our office on 07-34213456, or
- at your convenience, use the linked BookA Meeting facility.
We look forward to continuing to walk with our clients and the clients of our close associates. We accompany them on their financial journey. If you have family or friends who could use help with their financial planning/ wealth creation and protection issues, they too are welcome to take advantage of the above offer.
(This article was first posted by us in July 2010. We occasionally refresh/ update it, most recently in June 2025.)
