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. 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.
Latest News
The Australian market, consumption and ingenuity
Why we are confident in the Australian market’s ability to bounce back? Listen to John speak about the fundamentals of business, and how we are going to adapt…
Addressing the current COVID-19 pandemic and guidance for the future from John Mackenzie
insight into what you can do to assist yourself during this pandemic, and what we can do as your adviser to help.
Should I stay or should I go? – Not the time for panic selling
Should I Stay or Should I Go? Not the time for panic selling. With most major stock markets down around 30 – 35% at the time of writing,…
COVID-19 (Coronavirus) Update
We are currently in a unique situation with the market being affected by Covid-19 (Coronavirus). John Mackenzie speaks about Clear Waters financial planning investment philosophy and market fundamentals.
