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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

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

Warwick, thank you so much for traveling to meet with us face to face to discuss our personal financial needs and goals – we are very grateful that you took the necessary time to understand our private and business situation and comprehensively explore our options with us.

Rachel

Warwick and the team keep us informed of developments in investment markets, about regulation changes affecting retirement planning and income streams and provide counsel about structuring the investments we have accumulated. Our family looks forward to an ongoing working relationship with ContinuumFP for many years to come.

Don – Gold Coast

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

We really appreciate the way that they deliver professional services and advice to us at a very personal level that recognises the anxieties we have experienced through market downturns in shares, property and the economy generally.

Maroochydore

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

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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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.
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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