What will your ClearView Retirement Strategy include?
Your ClearView Retirement Strategy is your key to a better retirement. It is a comprehensive, personalised action plan that includes our formal investment recommendation for you.
Depending on your personal needs, a ClearView Financial Planner can recommend superannuation, account based pension annuity, managed investment and term deposit products. And, we can select and manage the investment managers for you.
It includes:
- an outline of your personal goals with a summary of our recommendation for achieving those goals
- a summary of your assets and liabilities
- a detailed description of the investment strategy we are recommending
- projections of how your investments could perform over the next few years
- alternatives to our recommendation, so you can be confident that we have explored other avenues to deliver you an appropriate financial strategy
- an explanation of all fees
- a copy of any necessary documents associated with the investment products recommended in your plan
