ClearView Financial PlanningClear View

Coastline Credit Union has the service to provide you with all your financial planning requirements.

What is the first step?

The Chinese proverb says, “A journey of a thousand miles begins with a single step” and the same is true to obtaining your financial goals. The most important step on the road to financial independence is having and knowing what your financial plan is.

What is a financial plan?

A financial plan is like a road map setting out how to take you from where you are now to where you would like to be. A person’s needs often change over time as does legislation (take superannuation as an example), therefore any financial plan or investment strategy you may have in place should be flexible and reviewed regularly. A good plan is also realistic, takes time and discipline to achieve, and is developed through a structured process that is tailored to achieve your financial goals.

Who is ClearView?

ClearView Financial Advice Pty Limited (ClearView) was founded in 1987 and specialises in providing financial planning advice to credit union members. ClearView holds an Australian Financial Services Licence (Licence No 331367), which means it is licensed to deliver a complete range of investment management services, covering investments, tax structures and strategies and allows them to provide advice in the following areas: 

  • Superannuation
  • Family Protection
  • Retirement

What are the costs?

It is always difficult to put a price on your financial future, however, there are always costs involved when developing a financial plan. The good news is that the initial meeting you have with a ClearView Financial Planner is obligation free and at ClearView's cost.

How can you put a plan in place?

If you would like to make an appointment to see a Planner simply contact us and we will organise to have a Planner contact you and make an appointment. It is easy once you take the first step.

What is the process?

To fully understand your financial situation a ClearView Financial Planner will arrange a meeting with you to gather facts about your personal and financial situation.
You should expect to be asked some detailed personal information in this meeting in order to provide advice that is right for you. Once the information has been gathered the plan will then be prepared. A good plan will provide you with the following:
• Details of your current financial situation
• Identification of your personal and financial goals
• Identification of financial problems
• Written recommendations and solutions
• Detail of how the steps in the plan will help you to achieve your goals
• Discuss and explain the risks involved
• Clearly detail all costs
Once the recommendations have been accepted the implementation of the recommendations takes place. Your Financial Planner will discuss ongoing services with you.

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