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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84 customer reviews
Paul Mills
I have just completed my first annual review with Daniel Rajah, Daniel’s knowledge of my situation and the recommendations he made have put me in a very positive mindset, I am looking forward to continuing my involvement with Daniel and ClearSky Financial and am very happy having them looking after my super and my financial future.
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Brisbane Translation
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Sime Cee
Dealing with Clear Sky Financial has been super easy, barely an inconvenience - everything worked seamlessly. If you get a chance, ask for Britt - she's great!
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Michael Pearce
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Nathan Goward
Amazing customer service, friendly and informative!
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Warren King
Very clear and concise and easy to understand. Any questions were easily answered and they had all the relevant info at hand.
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Ben Griffin (Griffo)
Tess is fantastic to deal with. Explained everything in detail. Highly recommend
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Julz 27
From day one Clear Sky Financial has been amazing. My super has grown by more than I could have ever have expected and the constant support that is always available from the team is second to none. One email or phone call and they are there for you straight away, truly worth the small cost involved for such a huge return both in finances and professional support. I would highly recommend them to anyone who wants to grow their wealth and have the stress taken out of doing it! More...
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Kerwyn Sobrevilla
Shelbie is truly a pleasure to speak with. She is easy to talk to, very polite, and makes every interaction feel comfortable and professional. I appreciate her approachable attitude. Highly recommended! More...
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Jack Jordan
Great experience, very clear, polite and an overall easy process
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Karena Martin
My experience with Clear Sky Financial (Natalie and Meg) has been outstanding from the very beginning. I can’t thank the team enough for their time and patience in helping me set up my superannuation and insurance. I’d highly recommend Clear Sky Financial to anyone looking for professional and supportive financial guidance. More...
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Dave Burns
Very easy to talk to,dont get frustrated by lack of knowledge. Looking foward to using in the future.
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Raul Meza
Fantastic customer service culture! I was super fortunate to have Kaelum deal with my onboarding, I was about to start a 2 month trip and he was the most patient and put up with me rescheduling calls for two months. Crystal clear explanations and made me feel well taken care of from the very beginning.Highly recommend Clear Sky Financial! More...
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Kevin T Chau
Kaelum’s been a real standout—easy to talk to, quick to respond, and genuinely helpful every step of the way. You can tell he cares about getting things right and making the process smooth. Great service from a great guy.
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Kate Glancey
What a wonderful team of people! So very efficient, effective and concise in their dealings with my financials. In a day, they have a new strategy to improve my super outcomes…and they’re all friendly and related people. So glad I found them!
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Stewart Ellicott
Tess was fantastic to deal with and explained everything in great detail. Great service.
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Sally Palmer
I have recently become a client of Clear sky financial for my Super. I find Super confusing and daunting but the team at Clear sky went above and beyond to answer any questions and to ensure that i had a clear understanding of what they were talking about, what they recommended and lastly what I signed up for. No question was too small for them and they always made me feel comfortable, giving me plenty of time to digest the info and read through things prior to signing. I dealt with Brittany, Tess and Damien and they all showed me they had my best interests at heart. I really enjoyed talking with Britt and Tess and have no hesitation in recommending anyone talk to them, they are knowledgeable and explain things in a way I could understand.Obviously with Super there is no crystal ball and anything you jump into is a risk, so at this stage I can't speak for the accuracy of their recommendations but I feel I am in good hands. Thanks to Britt and Tess in particular but also the rest of the team for looking after me. More...
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Janice McCallum
At first I was exceptionally skeptical, being scammed before online. I'm extremely cautious to whom I'm entrusting my money, to assist in setting up my financial future. Tess Gillson has been fantastic, her patience, reassurance and flexibility to allow me to investigate in my time the authenticity of Clear Sky Financial. I can happily say they do exist & have a fabulous team working on greatly improving my financial future.I'm now excited about what my retirement will look like & to be working with this fantastic team to get me there.Highly Recommend! More...
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Sam M
Kaelam was very Honest and knowledgeable . They informed me, within the day, that In My current situation their fee will not outweigh my benefits and to wait until the circumstances change in near future. That was very professional. Nevertheless appreciate their time taken to review my financial situation 🙏🏼🧡. Would recommend them to anyone looking to get their financial health checked More...
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sam hirschi
Shelbie was great, very polite and informative. Very patient with me and understanding. I feel very lucky I get to have Shelbie as my case manager, knowing she will help me wherever I may need it. Fantastic quality to have within your business! More...
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Tara Smith
Excellent service. Clear instructions.
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Nathan Bosco
Kaelum has been very helpful through the whole process. He explained everything clearly & wasn't pushy like some salespeople can be.
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William Adeniran
I got the best advice of a lifetime. The adviser who walked the process was very explicit and knowledgeable. Usually I am a tough nut to crack especially when it comes to convincing me to pay for a service I don't think is necessary. However when Kaelum was done explaining how much benefit I would derive from having the professionals manage my financial affairs, I knew I had to come onboard Clear Sky Financial. I'm looking forward to enjoying the rewards, (growing my Super) of coming aboard.Thanks Kaelum for an exceptional customer experience More...
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Jodie McMutrie
Changing my super over to Clear Sky has been a great experience. Kaelum provided me with all the information and was happy to answer any questions I had. I recommend him and Clear Sky to anyone wanting to improve their supers potential. More...
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Tinfan Liu
Very friendly service, and Tess explained everything so well to me as I have no ideal about how to manage super, thanks Tess.
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Daniel Vinson
Kaelum Barlow the Clear Sky Financial Team have all been amazing in their approach and communication. Really awesome customer service.
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Graham Butt
Tess and the team have been amazing. Thank you for all of your help.
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Matthew Lonergan
My experience with Clear Sky Financial has be outstanding from the very beginning. I can't thank the team enough for there time and patience setting up my super and insurance. I would highly recommend Clear Sky Financial.Thank you Shelbie and Ben, you guys have gone the extra mile to help me. More...
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Shaun King
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Harsimran Kahlon
Proactive in finding the right deal and understanding of individual needs.
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Roxanne Rejmer
Shellie and the staff involved with my process have been fantastic.
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Agnes Albert
Meticulous service. Approachable , kept documentation simple.Worked within times that worked for me. Would highly recommend.
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Dan Thomas
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Paul Trimboli
Phenoix Hyde has been incredible and nothing is ever a problem, would absolutely recommend Clear Sky Financial.
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Tania F
Shelbie at Clear Sky Financial has been exceptional (as have all of the other team members I’ve dealt with.) From my initial enquiry, through to becoming a client, each and every interaction with Shelbie has been fantastic, not only because of her knowledge; but, because she’s such a pleasure to deal with. In a world where call centres and AI are the norm, Clear Sky Financial are a definite stand out. More...
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Joanne Fitz
It was fantastic service couldnt fault it at all I would highly recommend useing them they helped me out over and above I feel so much better now knowing what I was doing was the right thing
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tony smith
Great team to work with. They have helped a lot in re aligning my super as I make ready for retirement.
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Kiley McArthur
Easy fast and efficient
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Eleni Tsoukalas
I just want to say a big thank you to Shelbie for her amazing customer service, warm, polite and friendly manner, always keeping me informed and updated with my application and always being available by phone or email if I had any questions. I really felt heard and supported. Clear Sky Financial is very lucky to have her as an employee. More...
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Leif Kelly
Kaelum made the process of reviewing and optimising my superannuation quick, clear, and stress-free. He explained everything in a way that was easy to understand and was always prompt in responding to any questions I had. I really appreciated his professionalism and the confidence he gave me in making informed decisions. Highly recommend Kaelum and the team at Clear Sky Financial! More...
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Jason Roberts
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Emma Larkin
Amazing service, excellent advice, I’d recommend Clear Sky Financial to anyone looking to get a superannuation review or any financial advice!
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Jordan Garcia
I received a call from Kaelum Barlow and he conducted himself in an professional and approachable manner. His communication style allowed transferring my super easy and I feel now that I will be optimising my cover and improving my balance.
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Brad Thompson
The whole process was simple and easy to understand with genuine help and advice. Highly recommend
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Sharon Linsley
I'm so happy with all the team I spoke to all are most helpful Natalie Josh and brook lovely to talk too explanation was great I will be letting people know to join clear sky thankyou
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Crystal Grenfell
Professional, great communication with clients and very knowledgeable and everyone I’ve dealt with so far have been exceptional. Simon, Dom, Steve and Alex
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ALBY CALDWELL
Britt was a great help explaining everything I needed to know about transferring my superannuation and how hub 24. Prompt and efficient service.
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Wade Arnold
Clear sky Financial are officially on my list of best ever financial advisorys in the universe. They actually explained everything really well, so well in fact that I could even understand which is amazing. A special shout out to Britt Ryjna (i hope i got her last name right) for being very informative and an all round financial wisdom extradoanaire.Would highly recommend these guys, they are literally the best ever and they give advice on anything from Mortgages to super to general budget advices and everything. Ive been told they have saved the world once or twice but that's a story for another dayThankyou so much to these guys for helping me out in my time of need am glad to be being looked after by these guys and being given a "clear sky" as my future financial weather forecast. More...
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Rachel Brook
I’d like to extend my appreciation to Phoenix at Clear Sky Financial for her outstanding service. Her professionalism, warmth, and attentive communication made the process of upgrading my superannuation fund stress free. Phoenix kept me informed at every stage making sure I felt confident and supported throughout. More...
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Sheri Elliott
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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 are Licensed Financial Advisers with over $540 million dollars in Assets Under Management. We are 100% Australian owned and operate under Australian Financial Services Licence Number 246638, which is issued and regulated by the Australian Securities and Investment Commission.
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