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We manage your investments so that you can retire confidently.

Using a financial plan as a roadmap, we can guide you from your working years through your golden years

VIEW OUR SERVICES

We pride ourselves on our bench strength.

Explore the various services that our qualified team is able to offer.

Discretionary Portfolio Management

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We worry about your investments so that you don’t have to.

Financial Planning

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We create a comprehensive guide to achieving your financial goals.

Insurance

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Reduce your risk and protect your family.

Tax Planning

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Keep more of what you earn and pay taxes on your own terms.

Estate Planning

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Organize your assets so that there are no surprises for you or your beneficiaries.

Decumulation Planning

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Which accounts should you withdraw from first? We have the answers.

Case Studies.

Follow along with Alice and Adam Smith as they take advantage of the Clear Sky Private Wealth services.

Discretionary Portfolio Management

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The Smiths start by getting their investments on track.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Financial Planning

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The Smiths get a financial plan to ensure they can meet their retirement goals.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Insurance

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With the plan in place, the Smiths look at ways to prevent financial tragedy.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Tax Planning

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With their retirement goals on track, the Smiths wonder where to put their current savings, to get the best tax bang for their buck.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Estate planning

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The Smiths work with Clear Sky to ensure that their assets are passed to the next generation efficiently.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Decumulation Planning

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Nearing retirement, the Smiths wonder which accounts they should withdraw from first.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Latest market guidance.

Throughout the year we provide our clients with a market overview and our thoughts on how your investments are impacted.

Thinking Long-term

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The financial markets continue to struggle this year as worries mount.

Published:

July 21, 2022

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A Rough Start

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The market has been weighed down by a host of worries this year.

Published:

May 13, 2022

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Know Your Advisor