Investment Strategies
Growing your wealth - securing your future, and your loved ones
Investment Strategies
Growing Your Wealth, Securing Your Future
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
Aligning Investments with Your Short-Term and Long-Term Goals
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
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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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