ClearView's divestment of its wealth management business
ClearView has publicly announced its intention to exit from the wealth management business and focus on Life insurance.
On 14 December 2023, ClearView Life Nominees Pty Limited retired as trustee of:
- ClearView WealthFoundations Super and Pension; and
- ClearView WealthSolutions Super and Retirement Income,
and was replaced as trustee by Equity Trustees Superannuation Limited.
On 31 January 2024 ClearView Financial Management Limited (CFML) was sold to Human Financial Pty Limited. CFML was, and still is Responsible Entity for:
- ClearView Managed Portfolios;
- ClearView Managed Investments; and
- CFML Managed Funds,
and operator of: - ClearView WealthSolutions Investments Investor Directed Portfolio Service.
Consequently, the above products are now issued by entities that are not part of the ClearView Group.
Live in comfort
Superannuation
Super is designed to help you save for retirement. Whether you’ve just started working or you’ve already built a substantial nest egg, sorting out your super and having a financial plan are important steps towards achieving your retirement goals.
Retirement
You’ve worked hard to grow your super during your working life. When it’s time to start thinking about retirement it helps to know your options. Your adviser can help choose an option which best suits your financial objectives.
Investments
Investment options, issued by CFML (ClearView Financial Management Ltd), provide a single point of access to financial markets, to help take the hassle out of managing investments. With a choice of investment options, you and your adviser can build an investment portfolio that suits your objectives, financial situation or needs. These products are also available individually or through other investment platforms.