With you for the journey ahead
Achieve your financial goals with the help of a Chartered Financial Planner.
About us
We are called Clear Vision Wealth Management because we believe in absolute clarity in everything we do, including our fees. We work with you to create a vision and a plan for your future and we manage your wealth, allowing you to live your best life.
We pride ourselves on our old-fashioned service values and attention to detail when it comes to client care. This means we take the time to get to know you and your aspirations. But we’re far from old-fashioned when it comes to utilising the best that financial technology can offer, providing you with innovative solutions and inspired thinking.
About you
We are here to accompany you on your journey through life. Working with us, you will be better able to reach your goals and live the life you want for yourself and those you care about.
Your relationship with us may begin when you are:
We also work with
What makes us different?
These are just some of the reasons our clients enjoy successful outcomes by working with us:
Our commitment to cutting edge technology
Our traditional, high-service values
A dedicated, highly experienced team
We are interested in you and your vision for your life – not just your money
You will be working with a “gold standard” Chartered Financial Planner
Choice around how you work with us & fair fees that reflect your needs
Contact us
Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.
