Have you heard?
Here's what our clients have been saying about us...
What our Satisfied Clients say about their experience with us
A number of satisfied clients of Continuum Financial Planners Pty Ltd have expressed their delight with and appreciation of, the service they receive from our team of advisers and our adviser support team. The clients who have provided these kind words of support and expressions of satisfaction have experienced the service engagement as set out in the associated pages Our Offering and our Fee Policy arrangements that you can read more about from the drop down menu that led you to this page.
One of the recommendations often made by finance industry journalists about when you are considering engagement with a financial planner, is to look for verification from friends and/ or existing clients of the firm to see if you can identify characteristics that appeal to you. A couple of instances are: The Sydney Morning Herald Money page – from which the following quote is taken, “Consumers should ask the planner if he or she can refer you to those who have used their services.”; and The New Daily gives this advice – “..use people-power, and ..(seek) consumers … information about advice and advisors to get (your) own reliable measure about how to find a good advisor”.
Some of the following testimonials talk about our readiness to go to great lengths to ensure they are totally satisfied with the service they have sought from us, others appreciate the conservative approach we take to both the development of the strategies we put in place for them; and with the approach we take in the initial engagement process. To satisfy your need to know about working with us, start with a read from our satisfied clients and service providers in the following pages…
TESTIMONIALS
What our clients say
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
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
As an engineer I am very interested in quality data and professional analysis. In the almost five years since I confirmed their appointment Eric and Warwick as my Advisers, have been very responsive to my needs and provide detailed information when I am asked to consider any recommendations they are making.
Noosaville, Qld
