# Clear Wealth Planners

- **Website:** <https://cwplanners.com.au>
- **Primary alias:** `cwplanners.com.au`

## Description

Clear Wealth Planners is a financial planning firm based at 418 Church Street, Richmond, Victoria. Its mission is to make financial planning easy and accessible, with an approach built on honesty, transparency, and putting clients’ needs first. The firm focuses on each client’s goals and financial circumstances, creating personalised plans designed to support the lifestyle they want now and in the future.

Its services include financial planning, investment advice, retirement planning, superannuation advice, personal insurance, and cash flow management. Clear Wealth Planners helps clients understand their finances, set priorities, make informed investment decisions, protect themselves and their families, and prepare for retirement. Its planning can also support goals such as managing debt and working toward property ownership. The firm emphasises clear guidance and practical strategies rather than making the process feel complicated. Client testimonials also mention assistance with estate planning, tax planning, and mortgage broking. Clear Wealth Planners serves clients through its authorised representatives, Duy Quan Tran and Anshul Jindal, and invites prospective clients to book a meeting to discuss their needs.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/ClearWealthPlanners)
- [instagram](https://instagram.com/clearwealthplanners)
- [linkedin](https://linkedin.com/company/82794059)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idgf1ODCCl/w/301/h/120/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793638520040)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idgf1ODCCl/w/500/h/500/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793638520331)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Sea Buckthorn | #faa634 | accent |
| Black | #000000 | dark |
| Maize | #f5ce9f | light |

## Fonts

- Bitter — asset _(google)_
- Roboto — asset _(google)_

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_Source: <https://brandfetch.com/cwplanners.com.au>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._