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.
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.
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.
Clarity. Confidence. Security. Opportunity.