Financial advice you can understand and trust.
At Clear Sky Financial, we're committed to providing everyday Australians with expert financial advice that's both understandable and trustworthy. Our mission is simple: to offer clarity, certainty, and peace-of-mind to all, regardless of their financial background.
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What do you love most about your job?
Clear Sky Financial was born from a passion for providing accessible and high-quality financial advice to everyday Australians.
Choosing an adviser you can trust is one of the biggest challenges for Aussies looking to implement a financial strategy. To help make the decision easier and advice more accessible, we don’t charge fees for going through the research process.
Many Aussies are on track for an average retirement. Others lack financial security in the face of illness or injury. More are stuck in default Super funds with below-average returns – and don’t even know it.
We’re here to ensure you’re on the front foot, heading towards your financial goals with confidence.
What inspired you to start your own business?
At Clear Sky Financial, we provide everyday Australians, with expert financial advice that’s easy to understand. Why? Because we believe great financial advice provides clarity, certainty and peace of mind, and everyone should enjoy those benefits, regardless of their financial starting point.
Whether you want to buy a home, enjoy a life without financial stress, or just know your family will be looked after if something unexpected happens, we can put a simple plan in place to make it happen.
With greater financial certainty, you can stop worrying about money and spend more time enjoying the things you love.
Why should our clients choose you?
Clear Sky Financial Pty Ltd (ABN 36 634 263 148) is a Corporate Authorised Representative No.1299668 of InterPrac Financial Planning Pty Ltd (Australian Financial Services Licence Number 246638) with over $400 million dollars in Assets Under Management.
As a Clear Sky client, you gain access to a team of advisers and industry experts, all working together to get you the best possible outcome. Furthermore, clients benefit from an expert Investment Committee dedicated to the ongoing management of our portfolios, including the monitoring of portfolio performance and risk.
Through our strategic partnership with Quilla Consulting, a recognised authority in investment management, we significantly enhance the scope and effectiveness of our Investment Committee. Quilla not only serves on our panel but also collaborates closely with Clear Sky’s network of professional advisers. The consultancy’s valuable external insights help ensure more timely and informed decisions, leading to better long-term investment outcomes for our clients.
Can you provide your services online or remotely? If so, please add details.
Having started in Queensland, we now service clients across Australia, with our head office based on the Gold Coast. Whether we’re meeting clients in person, through Zoom or over the phone, we take time to get to know our clients so we can deliver simple and personalised advice that makes a positive impact on people’s financial well-being.
Home of Life-Changing Advice
Superannuation, Insurance & Protection, Managing Debt, Retirement & Pensions, Tax Strategies, Shares & Investments, Growing Assets, Budgeting, Cashflow & Income, Lending, Socially Responsible
