Finance Strategy and Investment Consulting

We’ll Restructure Your Finances and Design Your Investment Strategy

You’ve probably got big plans in mind for financial success and a whopping property empire. Don’t we all. But, it’s important to have an effective financial strategy in place to reduce your exposure to risk and poor decisions.

ClearPath Financial specialise in assessing your current financial position and budget to create a tailored strategy for you to achieve your financial goals.  We’ll design a strategy that provides long-lasting returns that meet your financial goals and timelines, without exposing you to unnecessary risk.

We Understand Your Financial Goals. Then, We Design Your Strategy.

Each investor has their own needs to consider when buying property – so, we get to know you and understand your financial situation, budget, goals, priorities, fears, and timelines before designing your strategy.  Then, we can work out how much money you can afford to contribute to a new investment.

If you don’t have enough to maintain your lifestyle, we’ll put a thorough plan in place to restructure your budget and existing financial commitments, like refinancing or debt consolidation. Moving you to a stronger financial position enhances your investment options.

Once we put your investor profile together, we may be able to start strategically matching you with your ideal investment properties.

We Design a Comprehensive Financial Strategy

Building wealth is an ongoing journey through life and each stage of your financial success will demand a re-figured plan. We are your long-term financial strategy partners, checking in with you every 3-6 months to make sure you’re sticking to your strategy and enjoying success.

We provide a comprehensive range of financial services, and can help you with:

  • mortgage brokering: finding the best performing loan products across over 40 different lenders
  • refinancing: ensuring you’re on the right loan product for your financial goals
  • debt reduction: reducing your debt to enhance your financial position
  • cash flow management: restructuring your budget and cash-flow to enhance your financial position
  • insurance consultation: ensuring you’re set up with the right insurances to protect you in a financial crisis.

Our Financial Strategy and Investment Consulting Process

Before we design any strategy – we get to know you, the real you.

  1. We start with a fact-finding session to learn who you are, your fears, your priorities, your goals, your spending habits, timelines, and your current financial position.
  2. We provide a basic plan. We identify your opportunities to improve your financial situation and get you prepared for your investment purchase.
  3. We design and implement your finance strategy. Whether you need debt reduction, refinancing, strategic mortgage brokering, or insurance help – we put the paperwork together and do all the legwork to get it in place.
  4. We work closely with you as your financial coach as you progress your strategy. We review your strategy at the finish line, and explore your options to commence property matching. We continue to check in every 3 – 6 months to make sure you’re sticking with your new financial strategy.

Our Customer-First Focus

We’re not here to charge you at every stage. That’s why the first two steps are obligation free. It’s our opportunity to learn who you are, what drives you, and what you want to achieve. And, it’s your opportunity to learn more about your investment property options and what we may be able to do to help you achieve them.

We’d love to meet you. You can find us on Adelaide Street, Brisbane city.

Call ClearPath Financial to book your obligation-free appointment.

07 2111 4581