ClearView's divestment of its wealth management business
ClearView has publicly announced its intention to exit from the wealth management business and focus on Life insurance.
On 14 December 2023, ClearView Life Nominees Pty Limited retired as trustee of:
- ClearView WealthFoundations Super and Pension; and
- ClearView WealthSolutions Super and Retirement Income,
and was replaced as trustee by Equity Trustees Superannuation Limited.
On 31 January 2024 ClearView Financial Management Limited (CFML) was sold to Human Financial Pty Limited. CFML was, and still is Responsible Entity for:
- ClearView Managed Portfolios;
- ClearView Managed Investments; and
- CFML Managed Funds,
and operator of: - ClearView WealthSolutions Investments Investor Directed Portfolio Service.
Consequently, the above products are now issued by entities that are not part of the ClearView Group.
Even when your super is sorted, you may have other life goals to save for, whether your children’s education, that trip around the world, or a holiday hideaway.
Several investment options are available to you, through ClearView Financial Management Limited (CFML), which is Responsible Entity for:
- ClearView Managed Portfolios;
- ClearView Managed Investments; and
- CFML Managed Funds,
and operator of: - ClearView WealthSolutions Investments Investor Directed Portfolio Service.
On 31 January 2024 CFML was sold by ClearView to Human Financial Pty Limited. Consequently, these products are now issued by an enity that is not part of the ClearView Group.
ClearView Managed Investments
This product is designed for investors looking for a straightforward product with broad investment choice:
- Our suite of diversified investment options is professionally managed and designed for a range of needs.
- You’ll have online access to your account through the ClearView Portal 24/7 and you can also transact over the phone via our friendly Service Centre.
- You’ll have the flexibility to make additional investments or partial withdrawals, and to switch investment options.
ClearView WealthSolutions Investments
WealthSolutions is an investment platform designed for investors wanting comprehensive choice, and the flexibility to design a portfolio that suits them. Features include:
- A range of investment options, including managed funds, managed portfolios, Australian and international listed securities and term deposits.
- Tax-effective management with tax calculated at account rather than fund level.
- A fee discount for eligible accounts.
- Online access to your account via the online InvestorHUB or MyHUB app
Individual funds and portfolios
ClearView also offers individual investment products that can be accessed via a range of investment platforms (like our own WealthSolutions platform).
CFML Managed Funds
- Offers a choice of managed funds across asset classes such as Australian shares, international shares, fixed interest and cash investments.
ClearView Managed Portfolios
- Offers a selection of ready-made portfolios that suits a range of risk profiles and investment timeframes.