Clearpath Financial Team

About Us

Clearpath Financial Management are a team of finance experts who believe that banking should be easy to understand and easy to access, allowing you peace of mind. We have over 30 years of experience working within the finance industry and specialising in several different areas including property development, business lending, property investment, asset finance, wealth creation strategies and personal banking services.

Think of CFM as your private finance expert, with professional experiences and resources, the same way you think of your accountant, financial planner or solicitor. We are dedicated to building strong, ongoing relationships with our clients and always put your interests first, not those of the bank.

Long Term Management

How we differ to other wealth management firms and private family offices is our continued commitment to your financial wellbeing. Even after we’ve analysed your existing financial situation and integrated new strategies, we’re always on the look-out to improve your situation.

 

We keep a keen eye on top of the markets our clients are involved in, and we regularly connect clients of complementary industries together to mutually benefit each other.

We Speak Finance

How we differ to other wealth management firms and private family offices is our continued commitment to your financial wellbeing. Even after we’ve analysed your existing financial situation and integrated new strategies, we’re always on the look-out to improve your situation.

 

We keep a keen eye on top of the markets our clients are involved in, and we regularly connect clients of complementary industries together to mutually benefit each other.

Get in Touch

Get a Free Consultation

We’d love to chat!