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Clear Sky Financial
Your trusted partner for clear, personalized financial guidance and superannuation solutions.
5
Financial Advisor
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Your trusted partner for clear, personalized financial guidance and superannuation solutions.
Clear Sky Financial is a premier financial advisory firm based in Mermaid Beach, Australia, dedicated to helping clients navigate their financial futures with clarity and confidence. Specializing in superannuation, insurance, and retirement planning, the team provides personalized, patient, and professional guidance tailored to individual needs. With a focus on exceptional customer service and transparent explanations, Clear Sky Financial ensures clients feel well-supported and informed every step of the way.
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Personalized strategies for managing and optimizing your superannuation funds to secure a comfortable retirement.
Comprehensive insurance advice and setup, including life, health, and income protection tailored to your needs.
Expert guidance on retirement savings, investments, and income strategies to achieve your long-term financial goals.
One-on-one consultations to assess your financial situation and provide clear, actionable advice for improvement.
Patient and thorough assistance during the onboarding process, ensuring you understand all aspects of your financial plan.
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Overall rating
Karena Martin
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.
Kevin T Chau
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.
Raul Meza
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!
Sally Palmer
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.
Janice McCallum
At first I was exceptionally skeptical, being scammed before online. I'm extremely cautious to whom I'm entrusting my money, to assist in setting up my financial future. Tess Gillson has been fantastic, her patience, reassurance and flexibility to allow me to investigate in my time the authenticity of Clear Sky Financial. I can happily say they do exist & have a fabulous team working on greatly improving my financial future. I'm now excited about what my retirement will look like & to be working with this fantastic team to get me there. Highly Recommend!
