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Cashflow Clarity

What is Cashflow Clarity?

Cashflow Clarity is a tailored service that helps you:

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  • Organise your income and expenses with a practical, easy to follow system

  • ​Automate your finances to simplify your day-to-day money management​

  • Set clear savings goals for emergencies, holidays and future aspirations

  • ​Eliminate reliance on credit cards, reducing debt and financial stress​

  • Create a cashflow plan  that aligns with your pay cycle and lifestyle

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How it Works

  1. Initial Consultation: We'll start with a discovery session to understand your financial situation, goals and priorities.​

  2. Tailored Strategy: Together, we'll develop a cashflow structure that ensures you're managing your money effectively and working towards your goals.

  3. Implementation: We'll help you set up the accounts, automations, and systems needed to support your cashflow plan.

  4. Ongoing Support: Regular check-ins ensure your cashflow plan stays on track and adapts to any changes in your circumstances

What You'llGain

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  • Peace of Mind: Know exactly where your money is going and that your goals are achievable.

  • More Time: Spend less time worrying about money and more time on what matters most. 

  • Financial Confidence: Understand your financial position and take charge of your future..

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Who is this for?

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Cashflow Clarity is ideal if you:

  • Feel overwhelmed managing your finances.

  • Are starting out on your financial journey.

  • Earn good money but wonder where it goes.

  • Are ready to break free from living pay-to-pay.

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Get Started Today

Take the first step towards financial clarify and freedom.

Book a free consultation to learn how Cashflow Clarity can help you take control of your money and build a brighter financial future. â€‹

Our Location

How to Contact Us

Office Hours

We are conveniently
located just off the M1 at
54 Siganto Drive, Helensvale

  email:

  sarah@clearpathfp.com.au

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  phone or text:

  0408 345 515

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we will endeavour to respond within 1 business day

Monday - Friday​

9.00am - 3.00pm

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1 Saturday per Month

10.00am - 2.00pm

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by appointment only

Clear Path Financial Planning is a Corporate Authorised Representative (1314125) and Sarah Roelofs is an Authorised Representative (1260393) of LFG Financial Services, AFSL 227096

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