Clear Waters Financial Planning

Clear Waters Financial Planning is a life insurance, wealth management and retirement specialist. The business operates from offices in Rockhampton and Gold Coast. Clear Waters Financial Planning Pty Ltd is a Corporate Authorised Representative of Paragem Pty Ltd. It offers tailored strategies for different stages of life.

Clear Waters Financial Planning draws consistent praise for communication that makes complex financial matters easy to follow. Clients describe a process in which the negotiated plan set out clear goals for change, with reviewers repeatedly noting that the advice was expert and the resulting strategy straightforward to understand. Alyssa and Candice are singled out by name as professional and reliable to deal with, a point that comes up in accounts of dealings with the practice. The guidance is described as dependable rather than rushed, with the plan mapping out changes in a way that made sense to those receiving it.

Reviewers also value how questions were handled both before and after the work, with the dialogue continuing once the strategy was in place. The approach comes across as methodical and tailored to individual circumstances, and staff are described as approachable throughout. Clients speak of feeling confident about the direction of their finances after the plan was agreed. Underpinning it all is a sense that the advice was explained in plain terms, with goals that were practical to follow through on, and a relationship that felt personal rather than transactional.