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 Adviser can recommend superannuation, allocated pension, complying annuity, managed investment and term deposit products. And, we 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