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 Business Clark Consulting Financial Planning is a privately owned and operated. We have no ownership linkages or financial arrangements with any Financial Institutions. We do not have any volume bonus or preferential commission arrangements with any investment managers that we recommend.
This means that we will be paid the same regardless of which investment we recommend to you and we are free to recommend the financial products that we believe are most suitable for you.
FINANCIAL ADVISERS
Peter Clark
Peter has over 12 years experience in Insolvency, and financial planning. He has experience in providing advice on a wide range of financial products including life insurance, managed funds, listed securities, and superannuation.
Qualifications:
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 Business Clark Consulting Financial Planning is a privately owned and operated. We have no ownership linkages or financial arrangements with any Financial Institutions. We do not have any volume bonus or preferential commission arrangements with any investment managers that we recommend.
This means that we will be paid the same regardless of which investment we recommend to you and we are free to recommend the financial products that we believe are most suitable for you.
FINANCIAL ADVISERS
Peter Clark
Peter has over 12 years experience in Insolvency, and financial planning. He has experience in providing advice on a wide range of financial products including life insurance, managed funds, listed securities, and superannuation.
Qualifications:
- Bachelor of Commerce, Double Major in Banking and Finance and Economics (Griffith University)
- Diploma of Financial Planning (Pinnacle Financial Services Academy)
- Certificate IV in mortgage Broking
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 Licensee 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 organization 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.