Plan Well. Invest Well. Live Well.

Welcome to the website of A Clear Direction Financial Planning and Portfolio Management. If you are looking for an independent and professional financial planning firm, then you have come to the right place.

We are proud of the value that we offer to clients.  This value is created because

• We use a research based approach to investment management, applying the latest in portfolio management research.
• We place ongoing client communication as a service priority.
• We maintain a keen focus on the financial planning strategy tailored for each client.
• We deliberately maintain a low client to financial planner ratio.
• We offer value based fees and rebate all commissions to clients.  This allows us to stay independent of all financial products.
• We keep a broad focus on cost management to allow a cost effective service offering.
• We are committed to continuous improvement through further education and ongoing service reviews.

There is a lot of information on this website about the business and general financial planning information.

'The People' page introduces the partners in the business, the 'Building Portfolios' and 'P'Folio Plus Service & Fees Policy' pages describe the services offered and the cost of these services, the 'Updated Content' section provides regularly updated commentary on issues that affect investors, and finally contact details are provided in the 'Contact' section.

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Disclaimer:
It is not the intention of this web site to make personal securities recommendations. Fund selection, risk management and asset allocation are complex matters that should not be attempted by beginners without either substantial self education or personal advice. Strategies mentioned in this web site have provided superior returns in the past, but past performance is no guarantee of future results.

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