Plan Well. Invest Well. Live Well.
Welcome to the website of A Clear Direction Financial Planning. 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 maintain a keen focus on the financial planning strategy tailored for each client.
- We deliberately maintain a low client to financial planner ratio.
- 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 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.
Take a look at what else makes us different.
A Clear Direction Financial Planning
An independent, fee based financial planning practice that rebates all upfront and trailing commissions to clients.
Located in Brisbane and available to clients Australia-wide as well as Australian citizens overseas.
Providing Independent Advice on:
Financial Planning Strategy, Investment, Life Insurances, Superannuation and Retirement Planning, Debt Reduction and Cash Flow Management.
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.
