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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.

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

Graham & Laurie Smith, Innisfail: My wife & I have been clients of Peter & ClearWay Advice and Financial Management for many years, and express our complete satisfaction with his excellent personal service and advice. His staff are friendly and courteous, and act on all matters promptly. We would recommend his services to anyone contemplating a Financial Advisor.

Colin & Bernice White, 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.

"Peter has given me advice in areas including loan products, self managed super funds and managing debt. Peter was able to explain things to me in a clear way. Through Peter's knowledge and experience, I feel very confident that the advice given was right for my needs. I will definitely recommend Peter to my connections."

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.

"Always feel understood, supported and fully trust Peter's advice."

"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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Clarity. Confidence. Security. Opportunity.