Strategic wealth management
Strategic wealth management is the management of wealth (financial resources) according to a well-considered plan (strategy). It focuses on financial
Strategic wealth management is the management of wealth (financial resources) according to a well-considered plan (strategy). It focuses on financial
Achieving strategic investment objectives is a process When investors set out to either – provide for their future financial independence,
ContinuumFP clients value ongoing service. They appreciate the support we give them with their financial decisions. This is particularly true
Regular reviews plot progress toward goals attainment A financial plan review is the final piece in the wealth management dilemma that started with ‘Where
What are your thoughts on retirement: are you looking for self-funding retirement? Self-funding retirement is an admirable goal. It is
What is the Age Pension? The Age Pension provides a safety net for people unable to adequately provide for their
What are superannuation nonconcessional contributions? Superannuation nonconcessional contributions are contributions that have been made – by an individual member; and
What termination payment categories might you receive on ceasing employment? Employment termination payment categories are either – redundancy payment; accrued
Self-funded income streams are an important component of the wealth management strategies for those who are preparing for, or who
What is a ‘defined benefit pension’? Defined benefit pensions provide a regular income stream paid to you from a superannuation fund. The