Financial Planning

Whether you have just started your first job, starting a family or looking forward to retirement, having a plan is the best way to make sure you reach your goals. Our partner in Financial Planning, ClearView can help you make the most of your hard earned.

Financial planning and advice

For a financial planner to best leverage your hard earned, they need to understand your lifestyle and financial goals. Our partners at Clearview not only tailor a financial plan to suit your current and future needs by getting to know you, they regularly review and adapt your plan to suit the ever changing financial landscape.

Clearview Financial Planners can help you with:

  • Borrowing to invest
  • Wealth creation
  • Savings plans
  • Risk management – life insurance and income protection
  • Corporate superannuation
  • Managed funds advice
  • Superannuation
  • Redundancy
  • Pre and post retirement
  • Debt management
  • Tax- effective investment
  • Maximising social security benefits
  • Estate planning



Regional Australia Bank refer to Financial Advisers who are licensed through ClearView Financial Advice Pty Ltd (ABN 89 133 593 012, AFSL 331 367). Regional Australian Bank does not accept any responsibility for any acts, omissions or advice of ClearView and its authorised Advisers. ClearView may pay a referral fee as a % of any initial or ongoing advice fees and commissions in respect of members referred to ClearView. Please refer to the ClearView Information Handling Policy for more information and the individual advisers Product Disclosure Statement (PDS).