Services

Clear Financial Solutions offer a variety of simple, straight forward service solutions, tailored to meet your individual financial needs.

Budgeting & Cash Flow

Learn the importance of budgeting and cash flow, and how to effectively manage it. With the added convenience of a secure online software program to store your budget details, you can easily access your data via an internet connection, from anywhere, 24/7.

Retirement Planning

Retirement can last for at least 20 years or considerably longer.

To retire secure and happy, knowing that your financial position will allow you to continue to do the things you love for many years to come,we recommend you start planning for this phase of your life sooner rather than later.

Superannuation including Self-Managed Super Funds (SMSF)

Superannuation is an effective approach when saving for retirement. It is not however, a "set and forget' type strategy as this can prove very costly in the long term.

With a flexible range of investment options available including Australian and International shares, property trusts, fixed interest and term deposits, amongst other opportunities, you can and should be involved in determining where you want YOUR money invested. We can assist you in these decisions.

SMSF allow people to take more control over the way their superannuation is managed and invested. Unlike other types of superannuation funds, it allows people to invest in direct property (residential and commercial property). Having a SMSF means a lot of additional work and responsibility and thus is not for everyone. We can help you decide if this type of approach is for you.

Take control of your financial future by making your super work efficiently for you.

Wealth Creation

Achieve financial freedom through our Wealth Creation service.

Set goals and realistic time frames to accomplish desired results. From paying off the mortgage to paying for children's education, no goal is too big or too small.

Wealth Protection

Protect yourself and your family from the unknown surprises life can throw at you.

Reduce the weight of unexpected financial burden by ensuring your family is protected in their time of need.