CSF Private Wealth
About the company
What customers say
Based on genuine customer reviews
Operating out of Mermaid Beach, Queensland, CSF Private Wealth is a financial planning practice, and has built up 318 reviews with a 4.9 average rating. The listing places it within the directory's financial planning practice category. The review count suggests an established, ongoing practice rather than a recent listing.
Reviews
Reviews are taken from publicly available sources.
Dealing with Clear Sky Financial has been super easy, barely an inconvenience - everything worked seamlessly. If you get a chance, ask for Britt - she's great!
Tess is fantastic to deal with. Explained everything in detail. Highly recommend
Shelbie is truly a pleasure to speak with. She is easy to talk to, very polite, and makes every interaction feel comfortable and professional. I appreciate her approachable attitude. Highly recommended!
My experience with Clear Sky Financial (Natalie and Meg) has been outstanding from the very beginning. I can’t thank the team enough for their time and patience in helping me set up my superannuation and insurance. I’d highly recommend Clear Sky Financial to anyone looking for professional and supportive financial guidance.
Kaelum’s been a real standout—easy to talk to, quick to respond, and genuinely helpful every step of the way. You can tell he cares about getting things right and making the process smooth. Great service from a great guy.
Fantastic customer service culture! I was super fortunate to have Kaelum deal with my onboarding, I was about to start a 2 month trip and he was the most patient and put up with me rescheduling calls for two months. Crystal clear explanations and made me feel well taken care of from the very beginning. Highly recommend Clear Sky Financial!
I have recently become a client of Clear sky financial for my Super. I find Super confusing and daunting but the team at Clear sky went above and beyond to answer any questions and to ensure that i had a clear understanding of what they were talking about, what they recommended and lastly what I signed up for. No question was too small for them and they always made me feel comfortable, giving me plenty of time to digest the info and read through things prior to signing. I dealt with Brittany, Tess and Damien and they all showed me they had my best interests at heart. I really enjoyed talking with Britt and Tess and have no hesitation in recommending anyone talk to them, they are knowledgeable and explain things in a way I could understand. Obviously with Super there is no crystal ball and anything you jump into is a risk, so at this stage I can't speak for the accuracy of their recommendations but I feel I am in good hands. Thanks to Britt and Tess in particular but also the rest of the team for looking after me.
Financial advisers & planners in Gold Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Gold Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Toro Wealth Financial Advice | ★ 5,0 | 329 | No |
| 2 | True Wealth | ★ 5,0 | 245 | No |
| 3 | Coast Financial Planning | ★ 5,0 | 76 | No |
| 4 | Medina Johnson | ★ 5,0 | 64 | No |
| 5 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 50 | No |
| 12 | CSF Private Wealth (this page) | ★ 4,9 | 318 | No |
