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ClearWay Advice and Financial Management

Financial and insurance protection planning is about helping you make decisions today that result in the best possible outcome for your future. Our commitment to your best outcome is deeply ingrained in our business. This dedication is the foundation of how we operate day-to-day in the service that we provide to our clients and is the driving force behind the pride we take in our education and knowledge.

Senior Financial Strategist and founder, Peter Jordan, holds a Masters in Financial Planning and the highest form of designation for Financial Planners globally by achieving the qualification of Certified Financial Planning (CFP) through the Financial Planning Association of Australia. This level of education, experience and knowledge puts ClearWay Advice and Financial Management in the top level of financial services practices in the area.

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Retirement Planning

It is time to think about how you are going to fund your lifestyle in retirement.

Whatever your age, considering and planning for your retirement is important. With the government reducing our ability to access aged pensions, there is a greater need than ever to start your retirement planning as early as possible.

Asset Protection

Our firm works closely with families to help them understand the importance of key risk management strategies. Our investment team provides you with detailed risk profiling advice to help you choose investments that align with your needs and your attitude toward risk. Our insurance team can asses your work and personal life to ensure you have adequate cover for your income or recovery. And our general insurance team can ensure your home and buildings have the right cover to limit your losses and get you back to living after a major event.

Superannuation & SMSF

The Australian superannuation system is one of the best in the world, and something that we should all be making the most of. You are likely to have many questions about superannuation and what you need to do to maximise what you have now and in the future, and we look forward to guiding you through the process.

The most important point is that Superannuation and Self Managed Super Funds are not investments. Rather they are a tax effective structure with a set of rules designed to help protect your retirement savings.

Insurance Services

Our team will help you understand what risk you are taking on for your family or business. With an understanding of the impact certain events can have, you will find it much easier to understand the insurances you need and be able to eliminate those you don’t.

Testimonials

Peter has been our advisor for many years now. He helped with investments when we sold our farm and then did all of the organising of the paperwork through Centrelink when we retired. It feels that we have a friend coming to visit when he calls in to do reviews or just to say "hello" and over the years that is what he has become. It is always a pleasure to welcome him to our home. Peter and his staff have been very helpful with any questions we have had over the years. I would highly recommend Clearway as Financial Planners. We know our future is in good hands.

Colin & Bernice, Aroona: We have found the staff to be unfailingly pleasant, courteous and cooperative. We have always been questioned at length before any sort of financial plan was put in place. As a result a plan has been designed relative to our current situation and circumstances and with an eye to the future. In all our dealings we have found what is terribly complicated to us is, in fact, straight forward and relatively easy to implement. A significant bonus for us is that ClearWay now works directly with Centrelink to manage our affairs with them.

Having spent 15 years working overseas the local rules on super and retirement were somewhat confusing. I had known Peter previously and remembered a knowledgeable and trustworthy man who was dedicated to his customers. I contacted him and without hesitation he reached out to me, focused on my needs and quickly gave me support and shared knowledge to provide me a Clearway forward. My affairs were sorted with strong understanding on what was needed for our secure future. Peter is not just a consultant or planner he is a caring and community minded person who has won our trust and respect. We recommend his team to anyone we meet.

On Peter’s regular visits to us, we have been impressed by his up to date knowledge and understanding of the current financial climate. He has always understood our changing needs over the last fourteen years, as we have grown older. We both know Peter Jordan to be a man of integrity, and we unreservedly recommend him as a reliable, approachable, knowledgeable and caring Financial Advisor.

''We have known Peter for some twenty (20) years, and during that time we have forged a very friendly and respectful relationship based on trust, knowing that he will manage our investments with honesty and integrity. For many years previously we were friends with his parents, and Peter has continued the values instilled in him by them. Above all, we are sure that his understanding of ethics provide him with the principles and foundation to determine careful and considerate advice. Over many years we have seen the ups and downs of the financial market, but Peter has remained true to his convictions, always doing what is best for his clients. We have no hesitation in recommending Peter as a fair minded and capable Investment Advisor for Managed Funds.''

We started seeing Peter for some professional assistance nine or ten years ago. I have known Peter and his family for many years we met when my family moved north to South Johnstone. In recent years we have found Peter’s professional advice and knowledge to be exemplary. Peter has assisted my wife and I with some life changing advice as my health has slowly deteriorated and I can no longer work full time. We still have two of our children studying at university. Peter’s support and knowledge has been invaluable. Nothing has been too much trouble and we have trusted his advice. We would recommend Peter and his team to anyone looking for someone who cares about their clients. On behalf of my wife and myself we thank Peter and his staff for their professionalism and strong work ethic.

"At the very centre of our business is our commitment and focus to helping you achieve your financial objectives. We exist to create clarity, build confidence, deliver security and enhance opportunity through honest engagement and trusted advice"

Peter Jordan

ClearWay Advice and Financial Management provides financial planning advice across Far North Queensland with offices in Innisfail and Cairns.

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