A Clear Direction Financial Planning

A Clear Direction Financial Planning is an adviser-owned practice based in Toowong and led by Scott Keefer. We emphasise research-informed investment decisions, transparent fees and a personal advice relationship. By maintaining a relatively limited number of clients per adviser, we aim to make time for careful discussions and help clients understand not only what they hold, but why a strategy has been chosen.

We advise on financial planning, asset allocation, portfolios, superannuation and retirement. Our investment philosophy values research, diversification and the relationship between risk and time horizon rather than following short-lived market themes. Debt management, insurance and aged-care financial considerations can also be relevant, with specialist legal matters referred to qualified professionals where required.

We want clients to understand the cost, purpose and limitations of the advice they receive. Continuing reviews can address changes in work, family life or retirement expectations. Our Sherwood Road office offers a direct contact point in Toowong, and suitable remote arrangements can assist clients further afield. We aim to make financial decisions easier to understand and more relevant to the way each client lives.