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  • Tax
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  • Debt Management
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  • Home
  • About
  • Advice
  • Solutions
  • Our Philosophies
  • Risk Management
  • Superannuation
  • Retirement
  • Tailored Solutions
  • Life Insurance
  • Investment
  • SMSF
  • Tax
  • Budgeting
  • Debt Management
  • Our Clients
  • Contact
Clark CFP
  • Home
  • About
  • Advice
  • Solutions
  • Our Philosophies
  • Risk Management
  • Superannuation
  • Retirement
  • Tailored Solutions
  • Life Insurance
  • Investment
  • SMSF
  • Tax
  • Budgeting
  • Debt Management
  • Our Clients
  • Contact
Retire the way YOU want to
​with  personalized advice, our clients can feel good about retirement
Our services to Clients

We are not offering get rich quick schemes or attempting the impossible quest of finding the “best” performing investments.  What we do offer are a suite of services designed to organize your finances, simplify your life and protect you from as many potential financial disasters as we can.  Along the way we will set you on a path to eventual financial independence.

We offer the following services to individual clients:

  • Financial advisory consultations.
  • Advice on Salary packaging, personal budgeting, financial management and savings.
  • Advice on savings plans
  • Investment, superannuation fund and overall cashflow projections.
  • Income Protection Insurance for 75% of your gross income.
  • Life insurance, Total Permanent Disablement Insurance & Trauma insurance.
  • Superannuation advice
  • Advice on Estate Planning and Asset Protection strategies.
  • Advice on Retirement Planning.
  • Advice on Centrelink Benefits and assistance with applying for them.
  • Investment advice including managed funds, listed shares and fixed interest investments
  • Ongoing investment reviews

We offer the following services to business clients:

  • Advice on Salary packaging.
  • Superannuation advice
  • Group life insurance advice
  • Executive Financial Planning

If you would like to know more about what is involved with any of these areas of advice, please contact one of our Financial Adviser.

Our Financial Planners are authorized representatives of the Licensee Strategic Financial Advisers Pty Ltd 535997

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Clark Consulting Financial Planning (ABN) 42641403250
​

Unit 1a Level 1, 148 Maudsland Road Oxenford QLD 4210
​Mailbox 11, 148 Maudsland Road Oxenford QLD 4210
P:
07 5679 5395
info@clarkcfp.com
www.clarkcfp.com
Peter Clark is an Authorized Representative (No 423434) of Strategic Financial Advisers Pty Ltd, Australian Financial Services Licensee (No 535997).  (ABN)71 139 530 242
Copyright © 2023 | Clark Consulting Financial Planning | All rights reserved
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.