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Areas of Competency

At Financial Clarity we concentrate on those areas we believe we can add value to your financial position and ultimately your quality of life. If we believe other specialists are best placed to help you in a particular area (e.g. estate planning) we will refer you to professionals we are confident will look after your needs. We will provide these specialists with a clear brief and background to your requirements, ensuring we are "kept in the loop". Our special areas of competency include:
  • Comprehensive financial planning and management of our client's affairs.
  • Portfolio and Investment Management, allocation and strategies.
  • Portfolio review and restructure.
  • Self Managed Superannuation funds; set up, compliance and on-going advice.
  • Pension income streams and highly funded superannuation benefits. 
  • 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.

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

Buckminster Fuller