“I really wanted to say an absolutely massive thank you to you for all that you did for Mum and I in relation to the settlement.
The service from Clearpath was beyond words, I have never ever received the level of service and pure dedication in my entire life, in any service-related situation. Peter’s persistence and personalised service in obtaining a favourable outcome in a somewhat sticky / less-than-perfect client history was way above next level!
Mum and I are truly grateful, we will never forget what you guys did for us! I look forward to referring many many potential clients to your door mate!”
“Thank you, Glen Jones and his team at Clearpath Financial Management for putting in an extensive effort to make the dream of owning a business a reality.
The process was clearly explained along the way and he was always there to help at every stage. I highly recommend the services provided by Clearpath Financial Management which will go above and beyond to make it happen.”
“We are happy to provide a glowing testimonial for Glen Jones – Clearpath Financial Management.
Over the years, we have had the pleasure of entrusting our financial well-being to his expertise and the results have been nothing short of exceptional.
From the moment we engaged with Glen we were impressed by this commitment to understanding our unique financial goals and needs. His personalised approach sets him apart in an industry often characterised by one-size-fits-all solutions. He took the time to listen to our aspirations, assess our risk, and tailored financial strategy that aligned perfectly with our objectives.
What truly sets Glen apart is his unwavering dedication to achieving results. He demonstrated a deep understanding of the financial markets, consistently making informed and strategic decisions on our behalf. His communication and regular updates made us feel confident and informed throughout the entire process.
Glen has integrity and is trustworthy. We always felt that our best interests were his top priority, and this level of commitment is truly commendable.
In conclusion, we wholeheartedly recommend Glen Jones – Clearpath Financial Management to anyone seeking expert financial management services. His personalised approach, proven track record, and unwavering dedication to his clients make him the ideal partner for anyone looking to secure their financial future. Thanks to Glen we are not only on track to achieving my financial goals but also enjoying peace of mind along the way. He is, without a doubt, a top-tier financial manager.”
“I have a small business that was started up two years ago.
I wished to purchase an investment property. My income tax return and financials had not been prepared by my accountant at that time.
Clearpath Financial Management was able to do the home loan for me, before the property values dramatically increased.”
“We originally had a home loan with an extremely high Loan to Value Ratio before the dramatic increase of interest rates.
The interest rates were making the repayment difficult, whilst we were cutting back on our expenditure.
Ted was able to obtain a valuation with a bank to enable a refinance to a far cheaper repayment.
With the refinance, we now have luxuries we can afford for our family.
Ted and CFM has assisted our family.”
“Ted of CFM was able to look at my business tax returns and financials, and then liaise with my accountant. Following the clarity of various deductions, CFM was able to link with a small business bank to enable debt consolidation.
This took a large weight of financial pressure off the business and family.
Ted reviews my loan balances with me, to look at the next step to review and reduce my interest.”
“Purchased an investment property and moved owner occupied for a better rate.
Even though I work for a bank, I trusted Ted of Clearpath Financial Management to find me a loan that suited my stated needs and requirements.
Ted kept showed me options, time frames to meet the purchase settlement and refinance.
I was given interest rates cheaper than I could access as a bank staff member and felt like someone cared about me.”
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