Why Choose Us?

Clear Waters Financial Planning is a life insurance, wealth management and retirement specialist. We consistently strive to build a better future for our clients within a framework of integrity and excellence in service.

In engaging with us, our clients share their hopes, needs and goals. We respond with knowledgeable advice based on a full understanding of their situation and provide continued support and guidance.

We endeavour to make a positive difference by engaging with and contributing to our local community with offices in Rockhampton and Gold Coast. Our succession planning ensures continuity for our clients and a seamless transition of business.

Through our actions we endeavour to be on the leading edge of financial planning in Queensland.

Our Mission & Vision

Clear Waters Financial Planning maintains a simple commitment. We remain focused on providing a customer centric service to help achieve you and your family’s goals and objectives. This is consistently achieved by our service offering that is built upon developing a relationship with our clients to provide them with ongoing financial advice.