Independent vs Restricted Advice

The landscape of Independent Financial Advice has undergone significant changes in recent years. Previously, being independent meant that a firm was not affiliated with the companies offering investment products.

However, today's definition of independence goes beyond mere non-affiliation. It now encompasses the ability to provide advice on a wide range of Retail Investment Products without limitations or biases.

At Continuum Wealth, we take pride in adhering to both definitions of independence. When we offer recommendations to our clients, we do so without any external influence, ensuring that their best interests remain at the forefront.

Our team possesses the expertise and knowledge necessary to advise on all types of Retail Investment Products, granting our clients access to a comprehensive range of options for their financial goals.

Managed Equity Portfolios

While we don't directly advise on individual shares, we collaborate closely with trusted stockbrokers who specialise in managing equity portfolios.

This strategic partnership allows us to extend our services to include tailored guidance on equity investments, ensuring that our clients receive holistic and well-rounded advice.

Why Choose Continuum Wealth for Independent Financial Advice:

  1. Unbiased Recommendations: As an independent firm, we are not tied to any specific investment product providers. Our advice is free from any external influence, enabling us to recommend the most suitable options for our clients' financial objectives.
  2. Extensive Product Range: Our expertise extends to all types of Retail Investment Products, ensuring that our clients have access to a diverse array of investment opportunities. We understand that everyone's financial goals and risk tolerance are different, and we tailor our recommendations accordingly.
  3. Collaborative Approach: Our close collaboration with reputable stockbrokers allows us to offer comprehensive guidance on equity portfolios. We leverage their expertise to provide clients with well-informed investment strategies, aligning with their broader financial plans.
  4. Client-Centric Focus: Our commitment is to our clients' financial well-being. We take the time to understand their unique circumstances, goals, and preferences. This enables us to deliver personalised advice and solutions that are aligned with their best interests.
  5. Transparency and Trust: Continuum Wealth operates with utmost transparency and integrity. We believe in fostering trust through open communication, ensuring that our clients are well-informed and empowered to make sound financial decisions.

Continuum Wealth

At Continuum Wealth, we strive to redefine Independent Financial Advice by embracing the true essence of independence. Our dedication to providing unbiased recommendations and comprehensive expertise sets us apart.

Contact us today to experience the benefits of our independent and client-centric approach to financial advice.

Contact UsWhatsapp Chat


Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.