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.
Download the Lonsec Month in Review financial report for March 2019
Download the Lonsec Month in Review financial report for February 2019
Download the Lonsec Month in Review financial report for January 2018.
Download the Lonsec Month in Review financial report for December 2018.