Clear Advice Financial Planning

We provide a full range of financial planning, taxation and legal services to all of our clients. We enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

Multi-disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

Client Focus

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

Ethics-based

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

Our Services

Financial Planning

Investments

Business Advice

Estate Planning

Risk Insurance

Aged Care

Accounting

Centrelink

Superannuation

Legal Services

Tax Planning

Retirement

SMSF

Debt Management

Property

Probate

Meet Our Team

Team Leader

Craig
Director and Financial Planner

The Team

Mina
Lawyer

What Our Clients Are Saying About Us

  • “Our association with Craig began in the late 90’s when we met to arrange my parents’ retirement affairs and knew immediately that we would seek out Craig to handle our financial matters in the future. Since then we have continued to appreciate his very up-to-date and broad financial expertise and the genuine friendship developed during our superannuation and retirement investment decisions. All proposals were diligently calculated and explained logically and clearly, always providing us with the information to consider several options. After the sale of joint assets recently, again Craig managed our changed circumstances to our best advantage. We will always value his ongoing professionalism, advice and genuine friendship.”
    Mark & Maureen Power

  • “We have been clients of Craig’s since 2006 and feel very comfortable with our business relationship and discussions regarding our finances. His personal and caring attitude, his professional support and advice has helped us achieve the best outcomes over the years. His ability to explain everything thoroughly, always making sure that we have a firm grasp and understanding of the situation has built up a well-founded trust as we have worked together to make sound decisions.”
    John and Elaine Boyd

  • “We have been associated with Craig Young for almost 20 years. During that time we have had excellent service with quick responses and any explanations in a language that we can understand. We’d both like to thank Craig very much for all of his advice and support.”
    Maureen and Brian Phillips

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Send us a message

Contact Us

0410 433 789
craig@clearadvice.com.au
PO Box 711 BENDIGO VIC 3552

PO Box 486 EAST MELBOURNE VIC 8002

Recent Diary Notes

Parents as co-purchasers of property

Parents as co-purchasers of property

Increasingly, parents are helping adult children buy property. This might be to assist younger person to get started in the market, or to help a person get back on their feet after something like a relationship ending. This article discusses one way in which parents and children might come own property.

READ MORE

The Government is Giving Away Free Money!!!

The Government is Giving Away Free Money!!!

Yes, it’s true. The government is giving away free money. There are a few catches, however, and they’re not going to give you a fortune. But if you qualify, this is a government perk that is well worth contemplating.

READ MORE

View Articles

What Our Clients Are Saying About Us

  • “Our association with Craig began in the late 90’s when we met to arrange my parents’ retirement affairs and knew immediately that we would seek out Craig to handle our financial matters in the future. Since then we have continued to appreciate his very up-to-date and broad financial expertise and the genuine friendship developed during our superannuation and retirement investment decisions. All proposals were diligently calculated and explained logically and clearly, always providing us with the information to consider several options. After the sale of joint assets recently, again Craig managed our changed circumstances to our best advantage. We will always value his ongoing professionalism, advice and genuine friendship.”
    Mark & Maureen Power

  • “We have been clients of Craig’s since 2006 and feel very comfortable with our business relationship and discussions regarding our finances. His personal and caring attitude, his professional support and advice has helped us achieve the best outcomes over the years. His ability to explain everything thoroughly, always making sure that we have a firm grasp and understanding of the situation has built up a well-founded trust as we have worked together to make sound decisions.”
    John and Elaine Boyd

  • “We have been associated with Craig Young for almost 20 years. During that time we have had excellent service with quick responses and any explanations in a language that we can understand. We’d both like to thank Craig very much for all of his advice and support.”
    Maureen and Brian Phillips