With limited capital, it is vital that strategies are developed which meet our needs and protect our funds to the optimum extent that is possible. It is also important that these strategies are explained in understandable terms and are then reported on such that we can judge for ourselves whether they are working. We are satisfied that between them, Dean and Clearview are doing this for us.
Several years ago I entered a new relationship and needed advice on how to best invest my Super and the proceeds of a house sale given my new family situation. Dean Reeves of Clearview ensured that the aims and degree of risk that both my partner and myself felt comfortable with were reflected in the detailed investment plan that he compiled for us. Since then he and the Clearview staff have provided us with up-to-date information and advice and they have been very responsive to my sundry requests for lump sum payments.
My portfolio has performed well in the context of global financial trends and I am more than happy to continue to use Clearview and to recommend them to others.
As a full time career of my two young grandchildren, having the support and guidance of a professional financial planner has been extremely reassuring and comforting for me. I have total trust in Dean’s integrity as a financial planner, he gives me the confidence that my current and future financial affairs are being looked after and the peace of mind that he is always available when advice is needed.
