Investment Strategies
Growing your wealth - securing your future, and your loved ones
Investment Strategies
Growing Your Wealth, Securing Your Future
At Continuum Financial Planners (ContinuumFP), our skilled advisers specialise in crafting personalised investment strategies. Our goal is to secure the financial future for you and your family with peace of mind and confidence.
Tailored Investment Solutions for Your Goals
Our approach involves developing, implementing, and monitoring bespoke investment strategiess that align with your unique goals, needs, and circumstances. We focus on SMART financial objectives, including wealth creation, children’s education funding, asset protection, tax efficiency, and portfolio diversification. Our range of strategies encompasses:
- Regular savings plans
- Salary sacrificing
- Margin loan facilities
- Self-managed superannuation funds (SMSF)
- Retirement planning
- Managed funds and share portfolios
- Debt recycling and management
- Business succession planning
- Comprehensive estate planning
- Asset protection, including through personal insurance
Whether within or outside superannuation structures, our strategies are chosen to match your specific situation.
Aligning Investments with Your Short-Term and Long-Term Goals
We aim to leverage your financial resources effectively across short-term, medium-term, and long-term objectives. Each time frame has unique financial characteristics critical to asset allocation.
Looking to grow your wealth and secure your future?
To discuss your Investment needs with our team, contact us. Your first consultation is free.
TESTIMONIALS
What our clients say
I was very happy with the Experience I had with Continuum Financial planners. Being the first financial planner I've used I would like to say they are well worth their value. I would have loved to have had this kind of planning years ago when I was younger. Damien was really informative and well educated. He assisted me with my goals and gave a detailed report which was all explained in our follow-up meeting. Overall extremely happy and will continue to see them for future appointments.
Jeremy
Can highly recommend Damien at Continuum. We’re at the initial stages of our planning and Damien has given us sound advice and a thorough report which has helped us determine our future goals.
Jessie
Damien Ferguson from Continuum Financial Planners has been an invaluable asset in helping me navigate my financial future. I was impressed by his comprehensive approach, which included not only financial planning advice but also securing appropriate business and personal insurances. Damien took the time to understand my unique needs and goals, and I felt confident in his recommendations. I highly recommend Damien and Continuum Financial Planners to anyone seeking financial guidance or looking to invest and protect their financial future.
Damien C
I have been a very satisfied customer of Continuum since 2007 when I purchased a house. My husband and I engaged Warwick Bragg as our financial adviser and saw our superannuation balance grow exponentially over the years. The advice received for retirement and estate planning has been spot-on. We are now comfortably set-up in retirement, with no debts and a healthy financial future. We are grateful for the advice received. We appreciate the personal service, the quick responses to our questions, and the genuine care and concern for our individual needs. We fully recommend and endorse the services of Continuum.
David
I have been seeing Warwick Bragg, as my Financial Planner, for the past 12 months. He is always friendly and very professional. More importantly, he explains complex financial concepts in a way that I can easily understand. He is easy to deal with and his advice to date, has been excellent. I would highly recommend Warwick Bragg and the services of Continuum Financial Planners.
Michelle
I have dealt with Warwick Bragg at Continuum for over 12 years and I am very satisfied with the advice, the promptness of service and the openness of fee structures. Warwick is open and innovative in recommending strategies and ideas that are tailored for the individual client. I have particularly benefited from his knowledge of Transition to Retirement Planning and then the actual Planning to Retire stages of financial advice. I have benefited most, when I have clearly articulated my own objectives in life, so that any financial strategies could be targeted best to meet those goals
Ian
FAQS
Financial Planning FAQs
Can an independent third party endorsement of the firm’s reputation be obtained
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Does the firm have a reputation for its financial planning, both with its clients and in the industry?
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How do the advisers approach their financial planning role?
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What financial planning philosophy does the firm apply?
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.
What is the Continuum Financial Planners ownership structure?
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Who is the financial planning company?
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Will the financial planner understand me and my needs?
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What Does a Financial Planner Do?
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.
How Can a Financial Planner Help Me?
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.
How Much Money Do I Need to See a Financial Planner?
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.
When Should I See Financial Planning?
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.
Who are Continuum Financial Planners?
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).
What are your fees?
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.
How do I know if Continuum Financial Planners is the right fit for me?
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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