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Clients Value Our Proposition

“… professional wealth management advice, personalised to your circumstances: we listen, we understand, we have solutions…and we care! ”

Clients value our proposition

Clients value our proposition regarding the services we offer: they testify to having peace of mind about their wealth management affairs – and their financial well-being.

They appreciate the comfort and assurance that the extensive experience of our advisory and support staff apply to tailor advice to their specific financial needs – and that we implement that advice; and manage the strategy in an efficient and cooperative way.

Clients of Continuum Financial Planners enjoy a sophisticated level of service that is cost efficient, both in terms of research cost and service delivery. They benefit from expert technical advice, an efficient account management platform and a well-researched list of investment-grade products available to us through our Dealer Group relationship with Lifespan Financial Planners Pty Ltd.

Clients acknowledge that we take our profession seriously and operate with technical competence, honesty and integrity.

How clients collaborate in our service value delivery

The clients who benefit most are those who work in a cooperative arrangement with us, providing all relevant information, carefully considering the advice and alternative strategies we propose – and communicating any relevant events or changes in circumstance to us so that we can work with them to maintain the integrity and relevance of the financial advice provided.

Fee for service

Clients engaging our financial planning services appreciate that we offer – and usually accept and engage us using our fee for advice and fee for service offerings. With these offerings they receive full disclosure of all related fees and benefits in the advice documents issued to them – so that there are no surprises over fees!

The value of the advice and ongoing services is discussed during initial meetings and regular reviews.

We offer a ‘gatekeeper’ service to coordinate all the expert advice you need

Our clients with broader wealth management and/ or lifestyle needs appreciate that we work closely with referral expert advisers in specialist areas including: estate planning, mortgage lending and legal fields. To be part of the ContinuumFP team of satisfied, well advised clients, contact our office – on 07-32413456 – or use the website Contact Us page; and you will be met with prompt and courteous attention.

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