Delivering personalised, professional wealth management services
in which our clients find value - and no surprise fees!
If you’re searching for a financial planning firm that is trusted by your peers – and that delivers value for the time and expense you invest in your future, consider…
Continuum Financial Planners Pty Ltd – this is our client value proposition:
Personalised, professional, assuring service
The Continuum Financial Planners Pty Ltd client value proposition is affirmed by clients who often share that they have peace of mind about their wealth management strategies. They also appreciate their ongoing adviser service arrangements – and their sense of financial well-being. They speak of the comfort and assurance that they experience in working with our advisory and support staff. They acknowledge that we tailor advice to their specific financial needs; and that we implement that advice – and manage the strategy, in an efficient and cooperative way.
Clients of Continuum Financial Planners Pty Ltd enjoy a sophisticated level of service that is cost efficient. We carefully manage our operational costs to be able to offer competitive fees for the provision of advice; and for ongoing service delivery. Clients benefit from industry-leading technical advice, an efficient account management platform and a well-researched list of investment-grade products available to us in our Dealer Group relationship with LifespanFP.
Clients acknowledge that we practice our profession seriously and operate with technical competence, honesty and integrity. They get that ‘we listen, we understand; and we have solutions’ to their wealth management needs. Some of the comments made by clients expressing their satisfaction with our services can be found on this page.
“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 – Carindale Heights
Collaborative client relationship
The clients who benefit most are those who work in a collaborative arrangement with us, providing all relevant information, carefully considering the advice and alternative strategies we propose – and communicating any relevant events or changes in circumstance to us during our review meetings, so that we can work with them to maintain the integrity and relevance of the financial advice provided. They also engage with us in an ongoing adviser service agreement that clearly defines the amount of interaction they want to have with their adviser.
Fee for service. No Surprises!
Clients engaging our financial planning services appreciate that we offer fee for advice/ service offerings. With these offerings, clients engage us with full awareness of all related fees – and the services they have opted to receive, so that there are no surprises over fees! The value of the advice and ongoing services is discussed during initial meetings and regular – at least annual, reviews.
To talk with our team Contact Us today.
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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