Sunshine Coast and Brisbane Accountants - Clarke McEwan Accountants and Business Advisorrs
  Brisbane Office   Sunshine Coast Office
Sunshine Coast and Brisbane Accountants - Clarke McEwan Accountants and Business Advisorrs
  Brisbane Office   Sunshine Coast Office

Our Services

Wealth Management and Investment Services

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.

Financial Planning and Investment Services are provided to clients of Clarke McEwan Accountants through our internal Wealth Management Division - Clarke McEwan Wealth Management. This business is owned and operated by Clarke Wealth Management Pty Ltd which is a Corporate Authorised Representative of Advice Assist Australia(AAA), Australian Finanical Services Licensee 496 692.


Advice Assist Australia (AAA) is wholly owned by the National Tax and Accountants Association (NTAA). 

Clarke McEwan clients receive portfolio reviews that provide ongoing assessment of progress towards their future financial goals. We have access to not only an extensive product range but also strategy, planning and comparative 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 your financial plan
  • Ongoing investment portfolio management services


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? Is a Self-Managed Superfund right for me?


A variety of investment options are available, including Term Deposits, Australian Shares , ETF's, Managed Investment Funds and Index Funds to name but a few. We also have our own in-house insurance advisor to assist you in reviewing and selecting the right life insurance and income protection insurance policies and level of cover for your requirements. 


Don't take unnecessary risks with your future. Allow the professionals at Clarke McEwan Wealth Management to guide you towards achieving your financial goals. Call us today on 07 54754300 Sunshine Coast Office or 07 35050703 Brisbane Office to arrange a no obligation consultation with our financial advisors.


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