At Clark Consulting Financial Planning, we believe financial planning is the way to wealth creation and protection of your assets. It is more than retirement planning and will include future living requirements, educational and wedding expenses for dependents, holiday and travel, children's savings accounts, investment of inheritances, advice about wills and powers of attorney, insurance and other personal issues.
The plan is the guide that you will use to ensure that your financial objectives, circumstances and needs are really your goals and are clearly stated. When you have a plan that sets out where you are heading, you can be more certain that you will get there.
Our adviser is licensed to prepare appropriate plans, within legal requirements and according to industry practice. We believe that we do more than just prepare a plan for you. Our plans are made to be implemented and reviewed and to become the platform for all future advice.
At Clark Consulting Financial Planning we can assist you to prepare for retirement by showing you how to save as much as possible, using the best planning, investments and tax effective strategies. Our Advisor can also direct you on the sources of income in retirement, such as superannuation pensions and annuities, lump sums, employer packages and government pensions and allowances.
The information contained within this site is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material contained herein at the time of publication neither the author or the Licencee will bear responsibility or liability for any action taken by any person, persons or associations on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.
Peter Clark t/as Clark Consulting Financial Planning (ABN) 23 871 708 024
Unit 1a Level 1, 148 Maudsland Road Oxenford QLD 4210
Mailbox 11, 148 Maudsland Road Oxenford QLD 4210
Peter Clark is an Authorised Representative (No 423434) of Financial Masterplan Pty Ltd, Australian Financial Services Licensee (No 344628). (ABN) 88 133 306 251