Meet the team
With years of experience and an approach that prioritises you and your individual life goals, our team are well placed to help you grow and protect your wealth.
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
About ClearVision
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. 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.
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.
