Financial Advice, Life Insurance, Investments and Superannuation

What are the right ingredients for a successful financial plan?

While there may be several ways to answer this question, two of the key issues will always be:

how well you are kept informed and up to date on progress, and
the added value your Financial Planner can provide through intelligent strategies.

To find out more about how a ClearView Financial Planner could help you call us on 132 976.

New iPhone App now available

We have recently developed an iPhone App for clients that have ClearView investments. Now you can enjoy the convenience of reviewing your investments on your iPhone.

Go to the App Store to find it. And its free!

ClearView launches life advice products and wealth platform

On 12 December 2011, ClearView Wealth Limited (ASX:CVW) announced the launch of Life Solutions, ClearView's suite of life advice products and services, and WealthSolutions, ClearView's private label wrap platform for superannuation, retirement income and Investor Directed Portfolio Services (IDPS) accounts.

ClearView Managing Director Simon Swanson commented, “The life insurance and wealth management industry in Australia has not seen anything innovative and fresh for a very long time...These new products and services are extremely competitive in terms of pricing and features and meet the needs of sophisticated investors and advisers.”

Planning for Retirement course

Getting the right advice at the right time can make a big difference in helping you reach your goals in life.

Hosted by Community College and facilitated by ClearView's Financial Planners Richard Boyle and Paul Yeoman, this course has been designed to provide you with the knowledge and skills to start planning for your retirement

Request a meeting with your local Financial Planner

This website is intended to provide general information only and the information has been prepared without taking into account any particular person's objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should seek independent financial advice and you should read the relevant Product Disclosure Statement (PDS) before making any decision about a product. A copy of the relevant PDS can be obtained from 132 977or on our website: clearview.com.au. Past performance is not a reliable indicator of future performance.