ABOUT FINANCIAL CLARITY

Our purpose is to provide our clients with clarity and direction with their financial affairs, to help them make the best choices in achieving what is important to them.

SERVICES

  • Comprehensive financial planning and management.
  • Portfolio and investment management, allocation and strategies.
  • Portfolio review and structure.
  • Self managed superannuation funds; set up, compliance and ongoing advice.
  • Pension income streams and highly funded superannuation benefit analysis.
  • Wealth accumulation and pre-retirement planning and strategies.
  • Cash-flow planning and forecasting.
  • Structures and strategies to maximize benefits from an inheritance or sale of business.
  • Analysis of risks and strategic solutions.
  • Estate planning and structuring.

Financial Planning Process

Financial Blueprint

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Five Money Keys

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Review Process

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"The minute you choose to do what you really want to do, it's a different kind of life."

Buckminster Fuller

OUR PEOPLE

Working as an adviser since 1987, Ken has the experience and skills to offer Financial Clarity's clients well considered strategic financial planning and investment advice. Ken's background in financial analysis provides a sound backdrop to understanding both investment markets and the impact of financial decision making. Ken has a B Com from the University of Western Australia and is a Certified Financial planner.

KEN BLOOMFIELD
PRINCIPAL

Jeffrey manages all administration, tax reporting and investment placement requirements for our in-house wealth management service, Clarity Wealth Management. Jeffrey has a Bachelor of Business and Dip Financial Markets having worked in the areas of investment administration and markets within the financial services industry for a number of years.

JEFFREY CHU
MANAGER - CLARITY WEALTH MANAGEMENT

Mario is Financial Clarity's Planning Analyst and assists Ken in formulating and implementing financial planning strategies for clients. He has extensive financial planning experience in assisting accumulation, pre-retiree and retiree clients. Mario is also responsible for the financial and cash flow modelling during client annual reviews and strategic planning meetings with clients. Mario has both a Masters and Bachelors degree from the University of Technology Sydney.

MARIO GAMBOA
MANAGER - FINANCIAL PLANNING DIVISION

Sean assists Wayne with the day to day servicing of his clients. Sean assists in client Annual Reviews, strategic financial plans and formulation of SoAs. Sean is developing his knowledge and skills in lifetime cash flow modelling, superannuation and insurance. Sean officially joined Financial Clarity in September 2019 and has a Bachelors Degree in Financial Management and a Masters Degree from Macquarie in Banking and Finance.

SEAN WANG
TRAINEE ADVISOR

With over 30 years experience in the financial services industry as a family wealth strategist, Wayne's focus is on ensuring that his clients are educated and informed to make confident decisions about their money. Wayne is driven by the regret and disappointment his father felt when he realised at retirement that, after 30 years of service, his retirement income was half of what it could have been had he made an informed decision. Since then, Wayne has worked tirelessly to ensure his clients do not make uninformed financial decisions. As a qualified Trust and Estate Practitioner (TEP), Accredited Investment Fiduciary (AIF) and Self-Managed Super Fund Specialist Advisor, Wayne is passionate about helping his clients make informed decisions that align with their values and ensure that families can reach their financial goals and objectives.

WAYNE LEAR AIF®SSA®TEP®
FAMILY WEALTH STRATEGIST

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