Our Services
Our philosophy is to look at your finances as a whole, ensuring all the pieces work together.
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By considering every aspect of your financial life, we create a tailored plan that aligns with your goals and values.
Cashflow Clarity
Retirement Planning
Wealth Accumulation
Our signature program, Cashflow Clarity, breaks down your budget to identify areas for improvement, streamline your spending, and help you to create a surplus you can invest for the future.
We help you build a clear roadmap for a fulfilling and financially secure retirement, tailoring strategies to grow your nest egg and manage your income needs.
Building wealth is about more than numbers - it's about creating opportunities for the life you want.
We craft personalised strategies to help grow your assets, while balancing risk and reward.
Divorced Women
Education Funding
Personal Insurance
We specialise in providing compassionate, practical advice to help divorced women regain control and confidence in their financial future.
Giving your children or grandchildren the gift of education with a well-considered savings and investment plan, with in-built tax benefits.
Protecting your family and lifestyle starts with having the right insurance in place.
We'll help you understand our options and tailor coverage to safeguard what matters most.
Our Fees
First appointment
Your first appointment is always free.
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In this meeting, we discuss your current situation and what you are hoping to achieve. We will then determine whether we can add value to your situation.
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This also gives us both an opportunity to see if we would like to work together.
Personal Advice - How we Charge
We value transparency, so there ​are no hidden fees or surprises - just clear and fair pricing for professional services.
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Following our first appointment, we will provide you with a clear outline of our fee schedule, to help you determine whether or not to engage our services.
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We provide ongoing service packages tailored to your specific needs and also offer extended family packages.
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While each person's situation will vary, our Financial Services Guide outlines our range of fees.
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Meet Sarah
Practice Principal & Financial Planner
Hi, I’m Sarah!
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I’ve been working in financial services since 2017, and I’ve loved every moment of helping people take control of their finances. With a Master of Financial Planning and specialising in Retirement Planning,. Aged Care, SMSFs, and Margin Lending, I’m here to simplify the complex and guide you toward a brighter financial future.
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My real passion is helping clients with cashflow. There’s nothing more rewarding than creating a plan that turns a tight budget into a comfortable surplus, paving the way for financial freedom and confidence.
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Outside of work, I’m a proud wife and mum to five amazing kids. Life is always busy, but I find joy in creating—whether it’s baking up a storm, getting crafty, gardening, or hitting the road for caravanning adventures. When I’m not working or creating, you’ll often find me embracing the outdoors, either at parkrun, or out hiking.
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Starting my own business, Clear Path Financial Planning, has been a dream come true. It’s allowed me to work with clients in a way that truly aligns with my personal values of authenticity and connection, always keeping your best interests at heart.
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I can’t wait to meet you and help you navigate your financial path with clarity and purpose!
Sarah
