Delivering personalised, professional wealth management services, in which our clients
find value -
and no surprise fees!
Our Fees policy won’t leave you scratching your head about what fees are being paid to your adviser
Under the Continuum Financial Planners Pty Ltd fees policy, advice fees are quoted before work commences; and ongoing service fees are packaged and priced according to your needs and requirements (and confirmed in an Ongoing Fee Arrangement or a Fixed Term Service Agreement).
Our base-level advisor-contact package – Package C – is a ‘low touch’ offering for the client who is confident of their strategy; and of their ability to manage their portfolio.
The next level – Package B – is a ‘higher touch’ package that ensures we have regular contact with clients: this is a popular package for the relatively new clients needing support in growing their understanding about investment matters; or the established client wanting to consult more regularly with their adviser.
Our service package for the client who wants to work closely with us in the development and management of their wealth strategies (and implementation thereof), is Package A.
FAQS
Financial Planning FAQs
Can an independent third party endorsement of the firm’s reputation be obtained
Does the firm have a reputation for its financial planning, both with its clients and in the industry?
How do the advisers approach their financial planning role?
What financial planning philosophy does the firm apply?
What is the Continuum Financial Planners ownership structure?
Who is the financial planning company?
Will the financial planner understand me and my needs?
What Does a Financial Planner Do?
- 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
How Can a Financial Planner Help Me?
- 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
- 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
How Much Money Do I Need to See a Financial Planner?
When Should I See Financial Planning?
- 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
Who are Continuum Financial Planners?
What are your fees?
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?
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