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Estate Planning

More than a Will: it's about ensuring that those who are important to you, are protected...

Estate Planning

More Than Just a Will

Estate Planning is about ensuring the financial security of your loved ones. At Continuum Financial Planners (ContinuumFP), our expert team will guide you in structuring an effective estate plan, encompassing essential elements like your Will, Enduring Power of Attorney, and where relevant, tailored life insurance coverage.

Crafting Your Estate Plan

Creating your personal plan involves more than drafting a Will. It’s understanding what assets are actually part of your estate and ensuring that they are bequeathed as intended. Regular reviews of your plan in the years after its creation are crucial to ensure that it continues to align with your current wishes – and personal and financial  circumstances.

Tax-Effective Asset Transfer

A well-designed plan ensures that asset ownership transfers efficiently and tax-effectively to your beneficiaries. It also includes safeguards for assets against legal or financial challenges that beneficiaries might face, such as bankruptcy or divorce.

Beyond Your Estate: Advanced Strategies

Our strategies may extend to structuring assets outside your estate, using methods like death beneficiary nominations, insurance strategies, and investment bonds.

Business Succession Planning

For business owners, we address business continuity concerns and recommend appropriate buy-sell agreements. Our financial advisors collaborate with your accountant and lawyer to target optimal outcomes. For more information see Business Succession funding benefits survivors.

Collaboration with Legal Experts

In personal and business succession planning, legal document preparation is crucial. We collaborate with legal practitioners, ensuring that your succession planning documents, including your Will and Powers of Attorney, stand up to legal scrutiny. We welcome working with your chosen lawyer or can recommend trusted legal experts.

Begin Your Estate Planning Journey

To discuss your succession planning needs with our team, contact us. Your first consultation is free.

TESTIMONIALS

What our clients say

Waz has managed my affairs for over a decade. He's taken all the curve-balls in stride and always in good humour. I couldn't recommend his services more enthusiastically!

Dan

The team at Continuum Financial Planners Pty Ltd show us care and concern for our welfare which is reflected in the way they are flexible about the arrangements for our meetings so as to accommodate my needs when medication occasionally causes discomfort

South Brisbane

I have had the pleasure of working with Eric in his capacity as financial advisor to a number of clients. He is very well prepared and helpful in every sense. He takes a genuine, caring interest in his clients' well being and knows his stuff and his clients' affairs very well which is enormously helpful to me when I am doing a client's estate planning work.

Partner, McKays Solicitors, Brisbane

Peter is knowledgeable and empathetic and has developed a deep understanding of our situation. He is always there for consultation and on the rare occasions he misses my phone calls he rings back on that day. My wife and I have benefitted greatly from Peter’s expertise. We are very comfortable with our financial situation and feel we have developed a trusted ally in our journey through retirement.

Toowoomba

I would just like to thank you for all the effort you put in to our matters: Thanks too for the support and advice you are always willing to give.

Wendy, Carina Heights

FAQS

Financial Planning FAQs

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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.
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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.
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.
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.
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.
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).
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.

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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