About ClearView
ClearView has been helping Australians invest their money for over 20 years. We specialise in providing financial advice to help our clients grow assets and protect their families. Together with providing quality financial advice, we offer a comprehensive range of investment, superannuation and retirement options as well as life insurance cover to help ensure people are financially prepared for the future.
We are listed on the ASX with over $3.1 billion of clients’ funds under management and advice.
ClearView has an extensive network of experienced, accredited financial planners based throughout New South Wales, Queensland, Victoria, Tasmania and the ACT who can advise on wealth accumulation, retirement strategies and life insurance options.
If you are looking for financial advice to help achieve your financial goals and want to protect your family we can develop a tailored strategy to meet your needs. If you are ready to retire we can help you sort through your superannuation, tax and pension entitlements – without any jargon, hard sell or obligation.
ClearView also offers a range of quality life insurance options that you can buy direct without financial advice. These products are simple to apply for with no medical or blood tests required.
Our background
ClearView Wealth Limited was listed on the ASX on 9 June 2010 under the code ‘CVW’. The company was formed when MMC Contrarian, an ASX-listed company with a financial planning business called ComCorp, acquired two former Bupa Australia businesses – MBF Life and ClearView Retirement Solutions. To better reflect the new entity, the company was rebranded ClearView Wealth Limited.
On 1 July 2011, ComCorp was re-named ClearView.
Today, ClearView is a highly focused life insurance and wealth management business. Together with providing quality financial advice, we offer a comprehensive range of investment options, superannuation and retirement options as well as life insurance cover to help clients achieve their financial goals and protect their families.
Strategic Partners
ClearView has a strong organisational culture based on the values of collaboration, persistence, integrity and authenticity. We believe this leads to open and transparent partnerships based on mutual trust and a commitment to deliver solutions that provide peace of mind and quality of life to clients, our strategic partners and their members.
We have partnerships with a number of companies, who have over 3 million customers/members in total, offering them access to quality financial advice, wealth management and life insurance.
Our strategic partners are shown below:
Strategic Partner | Location | Partners since | Financial Planning | Direct Life | Website |
Bupa Australia | Melbourne | 2010 | √ | √ | |
Banana Coast Credit Union | Macksville | 2001 | √ | ||
Basketball NSW | Sydney | 2012 | √ | ||
| Berrima District Credit Union | Berrima | 2004 | √ | ||
| Coastline Credit Union | Kempsey | 2001 | √ | ||
| Community Mutual Group | Armidale | 2007 | √ | ||
| Nova Credit Union | Newcastle | 2011 | √ | www.novacu.com.au | |
| KnightCorp Insurance Brokers | Nedlands | 2012 | √ | www.knightcorpib.com.au | |
| Qantas Staff Credit Union | Sydney | 1997 | √ | www.qantascu.com.au | |
| Queensland Country Credit Union | Townsville | 1997 | √ | √ | www.qccu.com.au |
| SGE Credit Union | Sydney | 2003 | √ | www.sgecu.com.au |
