ClearWay Advice and Financial Management in Innisfail, Queensland | Financial planner

ClearWay Advice and Financial Management

Locality: Innisfail, Queensland

Phone: +61 7 4078 0900

Address: 8 Rankin Street 4860 Innisfail, QLD, Australia

Website: https://www.clearwayadvice.com.au/

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• Financial planner
• Insurance broker

25.01.2022 Volatility measures volatility, which is only one type of risk. The longer the period being considered the less volatility matters. Michael J. Mauboussin #clearwayadvice #risk #financialplanning

25.01.2022 RISK Risk can change shape or form but it never really goes away. Quote by Ben Carlson

24.01.2022 Your future is impacted by the saving and spending decisions you make today. Saving in the right structure at the right time is the key and we will guide you in the right direction.... #clearwayadvice #financialplanning #wealthcreation https://clearwayadvice.com.au/our-serv/wealth-accumulation/

23.01.2022 One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute. William Feather #financialplanning #clearwayadvice

23.01.2022 Happy Mother’s Day to all the beautiful mums out there. We wish each and every one of you a wonderful day. #mothersday2020 #clearwayadvice #specialdaytocelebrate

21.01.2022 MYTHS AND FACTS Myth: I won’t get independent advice Fact: It’s all about choosing the right planner... It’s important for people to take the time to find someone they trust. Look for a licensed degree qualified Financial Planner, a Certified Financial Planner within an FPA Professional Practice. Preferably he or she would not receive up front commissions on sale of any products. They should work for you, not a product supplier. Look for a planner who charges fees that you are comfortable with given the complexity of your situation. Perhaps the firm's website may provide some guidance on how their existing clients feel about the service provided by the practice. Finances are very personal, so people need to look for someone who understands them and their situation. Both you as the client and the financial planner need to feel comfortable working together to achieve your goals. #financialplanning #choosewhatsrightforyou #professionalpractice

21.01.2022 Wishing you a Merry Christmas and Happy New Year May the spirit of Christmas bring you and your family hope, happiness and love... Together with our staff, Bev and I would like to thank you for your continued support throughout 2020 and we look forward to being of service in 2021. Our office will be closed from 5pm Wednesday 23rd December 2020 and will reopen on Monday 11th January 2021. From Peter, Bev and the team at ClearWay Advice #happynewyear #merryxmas #happynewyear

21.01.2022 Superannuation decisions have a profound and lasting impact on your retirement future. We can assist you in understanding and identify the right structure for your situation and goals. ... For more information visit our website @ https://clearwayadvice.com.au/our-/superannaution-and-smsf/ #clearwayadvice #financialplanning #retirement https://clearwayadvice.com.au/our-/superannaution-and-smsf/

18.01.2022 Do you run a business, are you concerned about your Cyber Safety? You should be... Join us to find out how to protect your business

17.01.2022 If you had an extra $100 to spend on yourself every week, what would you do? #clearwayadvice #financialadvice #financialplanning

17.01.2022 Our Senior Financial Advisor, Peter Jordan, has written an article based on the introduction of Qoin to businesses in 2020. There are questions the business owner need to ask to understand the impacts on their business:... Capital Gains Tax Cash Flow Bookkeeping - extra tasks/costs Tax - GST & much more The link below will take you to our website for more detailed explanation. https://clearwayadvice.com.au//qoin-and-what-it-means-for/ If you need further information please feel free to contact us on 07 4078 0900 #clearwayadvice #businessadvice #cryptocurrency

17.01.2022 An outlook for 2021 from Russell Investments. A promising outlook, but if you have any questions, please make sure you speak with our Financial Advisor, Peter Jordan Contact our office on 40780900.... #clearwayadvice #russellinvestments #promising2021

16.01.2022 Mindfulness isn’t often a word associated with money but being mindful is both a skill and a practice that’s beneficial when managing your personal finances in a clearer, more intentional and purposeful way. A mindful money practice requires you to pay full attention to your money on a moment-by-moment basis. In other words, it’s about being present and aware of what you are thinking, feeling and doing with your money.... Bringing your attention to the way you earn money and spend it in your day-to-day life, is one of the simplest ways to start creating a more conscious and healthy relationship around it. In this TED Talk, Dr Shauna Shapiro draws on modern neuroscience and ancient wisdom to demonstrate how mindfulness can help us make positive changes in our livesnot just in relation to our personal finances. https://youtu.be/IeblJdB2-Vo #clearwayadvice #moneymindfullness #retirement

15.01.2022 When it comes to mitigating retirement-related risks, and providing for your retirement lifestyle, there can be several strategies employed. In this animation, we illustrate the three-bucket approach. Our office open & can be contacted on 4061 0900 or you can visit our website for more information. ... #clearwayadvice #financialplanning #retirement #risk https://youtu.be/rioX4Qn1AdA

14.01.2022 It's time to think about how you are going to fund your lifestyle in retirement. "It's never too early or too late to get Advice and i...mprove your retirement!" https://clearwayadvice.com.au/our-serv/retirement-planning/ #clearwayadvice #retirement #advice

13.01.2022 We work with you to ensure you have the appropriate protection in place for all your assets and to secure your financial future. Our office is open & can be contacted on 07 4078 0900 or you can visit our website for more information. ... https://clearwayadvice.com.au/ #clearwayadvice #financialplanning #assetprotection

12.01.2022 Our lifestyles and occupations are key contributors to our wealth outcomes and our ability to manage our budgets and cash-flow. Being able to live within our means, at home or in business, enables us to save, invest and increase our superannuation; all things that contribute to strong financial positions in the long run. Our office is open & can be contacted on 4061 0900 or you can visit our website for more information. ... https://clearwayadvice.com.au/ #clearwayadvice #financialplanning #wealth

11.01.2022 A number of words and phrases must be excluded from the intelligent investor's vocabulary. These include :never', 'always', 'forever', 'can't', 'won't', 'will' and 'has to'. Howard Marks #clearwayadvice #financialplanning #investor

11.01.2022 ! A very special Happy Birthday to our Senior Strategist Peter Jordan All the staff here at Clearways Advice, hope you had a great day & didn't have to work too hard.... #clearwayadvice #happybirthday

10.01.2022 These last few weeks have challenged us, our lives have been altered and in some ways changed permanently. Some businesses will not reopen, many of us will now be even more familiar with the on-line world and this in itself may result in changed behaviour. But this Easter, the biggest effect will be the lack of family events, the inability to get together as a group and enjoy each other's company. For some, the closure of Churches around the country will also be a signific...ant loss. Doing things on-line does not really make up for the lack of personal contact. My family had a reunion organised for this weekend in Toowoomba and that reunion was inspired by the loss of someone special. However, the results of the Governments actions with the support of the States seem to be encouraging. Hopefully we can move forward reasonably quickly. I hope that over this Easter period we are able to focus on the important things in life, utilise the tools that are available to you and stay in touch with those important to you. Enjoy the rest of 2020. #clearwayadvice #financialplanning #easter2020

10.01.2022 We are committed to protecting whatever is most important to you, along with your dreams and your wealth. With our help, you can have confidence in your household, farm, or business insurance policies. ... Then at claim time, we are there for you to support your family in getting back on track. Our office open & can be contacted on 4061 0900 or you can visit our website for more information. https://clearwayadvice.com.au/ #clearwayadvice #financialplanning #insurance

05.01.2022 Today our Senior Financial Advisor Peter Jordan will be presenting at BNI Cassowary Coast Best of luck Peter, we know you have it under control

05.01.2022 & Planning and preparing for the future, whatever eventuality lies ahead, is a major contributing factor to creating a straight forward and stress-free outcome for you and your family. We’re here to help you, every step of the way.... Give us a call to help your future planning (07) 4078 0900 & more information from our website on the link below https://clearwayadvice.com.au/o/succession-estate-planning/ #clearwayadvice #financialplanning #preparation

02.01.2022 Sticking to a budget is a difficult task to do when we have everything else going on in life. We have the advice and tools you need to get your budgeting on track and staying on track to plan for the bigger events, holidays, home renovations & future retirement ... #clearwayadvice #financialplanning #financialsuccess https://clearwayadvice.com.au/our-serv/wealth-accumulation/

02.01.2022 Our Senior Financial Strategist and founder, Peter Jordan, holds a Masters in Financial Planning and the highest form of designation for Financial Planners globally by achieving the qualification of Certified Financial Planning (CFP) through the Financial Planning Association of Australia. This level of education, experience and knowledge puts ClearWay Advice and Financial Management in the top level of financial services practices in the area.... Our office is open & can be contacted on 07 4078 0900 or you can visit our website for more information. https://youtu.be/WF43tyrfkJk

02.01.2022 , ! Peter is visiting clients & enjoying the scenery as best he can. Our office is still open & can be contacted on 4061 0900 or you can visit our website for more information on how you can set up your later years in life & enjoy scenery like this more often.... https://clearwayadvice.com.au/our-serv/retirement-planning/ #clearwayadvice #ontour #planning

01.01.2022 OFFICE SPACE AVAILABLE FOR RENT * Access to a private office - large or small * Access to a meeting rom * Access to a boardroom... * Printing available (metered if necessary) * Internet (NBN) * Phones can be connected * Undercover parking is available nearby Please call our office on 07 4078 0900 if you have any questions or to arrange an inspection