Financial Investment Planning Advice Portfolio Management

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

The financial planners at Clarke McEwan follow the professional standards set down by the Financial Planning Association and have selected to hold Authorised Representative status with the Magnitude Group through our associated company Merit Wealth Pty Ltd. Magnitude is part of the BT Financial group.

Clarke McEwan clients receive portfolio reviews that provide ongoing assessment of progress towards their future financial goals. Through our association with Merit Wealth and Magnitude we have access to not only an extensive product range but also strategy, planning and comparitive market analysis. It is these resources together with our process that ensures the best possible outcomes for our clients' investments.

Our qualified and experienced team are able to discuss with you your financial options, providing a three stage service in financial planning:

Initial financial advice
Implementation of financial plan
Ongoing investment portfolio management

Our easy to understand financial plans give you answers such as:

How much do I need to be able to retire?
Is there a tax effective way to arrange my finances now and when I retire?
How do I minimise risk?
How can I get a tax deduction for my life insurance and income replacement premiums?
Can I manage my own super fund?

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds to name a few.

Don't take unnecessary risks with your future. Allow the professionals at Clarke McEwan to guide you towards achieving your financial goals.

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