Welcome to the website of A Clear Direction Financial Planning. We strive to ease the financial stress of our clients. If you are looking for professional financial advice offering a holistic range of services at a fair price, then please keep reading. A fee based financial planning practice located in Brisbane and available to clients Australia-wide and Australian citizens overseas.
It is not the intention of this web site to make personal securities recommendations. Fund selection, risk management and asset allocation are complex matters that should not be attempted by beginners without either substantial self education or personal advice. Strategies mentioned in this web site have provided superior returns in the past, but past performance is no guarantee of future results.
It is not the intention of this web site to make personal securities recommendations. Fund selection, risk management and asset allocation are complex matters that should not be attempted by beginners without either substantial self education or personal advice. Strategies mentioned in this web site have provided superior returns in the past, but past performance is no guarantee of future results.
Services
Scott Keefer is the owner and principal adviser in the firm. He has completed a number of degrees related to financial management including a Master of Financial Planning and Bachelor of Commerce. He also holds a Graduate Diploma of Education. Scott is currently a candidate in the Chartered Financial Analyst (CFA) program and has passed the first of three levels.
You having an understanding of how we invest your money is important to us. It should be read in conjunction with our 'Investment Philosophy' document to get a full picture or what we do. The basis of our portfolio construction process is that it must be consistent, clearly articulated and based on the latest academic research about building effective long term investment portfolios.
The basic value of our portfolio service is this - by systematically exposing an investment portfolio to small and value companies in a scientifically rigorous manner we build portfolios with a higher expected return than the average market return. This is a powerful proposition, as time and time again research shows how hard it is to achieve an above market index return.
If you have questions, or would like more information, please leave your name, contact information and a brief description of your request. Please get in touch, and let's work together to get the most out of your financial situation. Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.
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