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Newsletter - January 2014

Welcome to 2014 – and we trust that it is going to be a Happy new year for all of us!
 
In this issue of our eNewsletter we are taking a slightly different approach – we are only publishing two articles (the ‘Value of Advice’; and ‘Aged Care’), but we are also giving you an overview of what we have planned for the year ahead. 

We chose the Value of Advice article at this time because it is a topic that is often referenced by the financial services regulator (ASIC); by the financial media; and by consumer advocacy bodies who express concern about what is termed ‘conflicted remuneration’. In the article we also provide a link to a post on our website about the value of the advice our firm provides – which includes links to some of the testimonials you have provided over the past year or so.
 
Aged Care is always topical for those approaching a time when they need more care – as well as for family members who are often called on to ensure that any care needs are provided in the most suitable accommodation, at the appropriate level – and funded in an effective, affordable way. We seek to ease the stress of these challenges by providing services that help you better understand all of the processes involved; and by offering strategies to optimise your financial situation.
 
Our program for 2014 includes –
  • Delivery of eNewsletters each month
  • Occasional seminars on selected topics (likely so far: share portfolio management; self-managed super funds; Aged care; Debt management; personal risk (life) insurance)
  • Board-room lunches
  • Client ‘service satisfaction survey’
  • Client Briefings
  • Attending Securitor Convention  - and
  • Day-by-day care of your needs/ demands on our services.
We are looking forward to a year in which the financial markets are expected to continue their upward trend; and one in which more of you will feel more confident about increasing your investments – and to pay us the privilege of referring members of your family and friends and/ or work colleagues to us.
 
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Brisbane
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Continuum Financial Planners Pty Ltd

2042 Logan Road, Upper Mount Gravatt, Queensland, Australia
PO Box 6933 Upper Mount Gravatt
Upper Mt Gravatt, QLD 4122
Australia
Phone: 07 3421 3456
Fax: 07 3421 3400
NOOSA
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McAdam Siemon Pty Ltd
Suite 12 Noosa Central
4-12 Bottlebrush Avenue
Noosa Heads Q 4567
Phone: 07 5474 8992
Fax: 07 5474 8954
WARWICK
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Paul Ashton & Associates
2 Alice Street
Warwick Q 4370
Fax: 07 3421 3400
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DISCLAIMER: The information contained in this newsletter is general in nature and does not take into account personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek appropriate financial advice and read relevant Product Disclosure Statements or other offer documents prior to acquiring any financial product.
Copyright © 2014 Continuum Financial Planners Pty Ltd, All rights reserved.


Continuum Financial Planners Pty Ltd is a Corporate Authorised Representative & Credit Representative of Securitor Financial Group Limited ABN 48 009 189 495 | AFSL & ACL 240687 Level 8, 260 Queen Street, Brisbane Queensland 4000


Our mailing address is:
Continuum Financial Planners Pty Ltd PO BOX 6933 UPPER MOUNT GRAVATT, QLD 4122 Australia
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