At Clear Sky Financial, our focus is simple – to help everyday Australians make informed financial decisions through professional, personalised advice.
We have no association or connection with any of the failed investment products recently discussed in the media, including Shield Master Trust or First Guardian Master Fund. We have never recommended those products, or recommended any superannuation fund that housed those products.
We do not accept commissions, kickbacks, or payments from investment product providers.
Our clients’ investments are placed only through trusted, mainstream superannuation and investment platforms that meet stringent due diligence and compliance requirements.
How People Find Us:
People come to Clear Sky in a variety of ways, often through trusted professional partners such as mortgage brokers, accountants, or referral companies that connect Australians seeking advice – with licensed financial advisers.
For anyone curious about how financial advice could benefit them, we offer a free, no-obligation consultation with a licensed adviser. It’s simply an opportunity to understand their financial position, discuss goals, and see whether professional advice is the right next step.
Our Advice Process:
From the first conversation, every step of our process is transparent, structured, and client-driven.
We take around ten weeks from initial discussion to final recommendations, giving enough time for detailed research, modelling, and collaboration.
- Initial discussion: Understanding your situation, goals, and priorities.
- Research and strategy: Independent analysis and modelling to explore what’s possible.
- Multiple adviser discussions: You’ll speak with your adviser several times before any recommendations are finalised.
- Statement of Advice (SOA): A written, personalised financial plan reviewed for accuracy and compliance before it’s presented.
- No pressure to proceed: Clients can take as much time as they need to review and decide.
This process ensures every piece of advice is well-considered, well-researched, and truly personal.
Our Commitment:
Clear Sky Financial operates with integrity, professionalism, and care. We are proud of the work we do, and the trust our clients place in us. Every recommendation we make is designed to improve our clients’ financial wellbeing.
