It all starts from Heart.
A consulting firm built with heart — guiding you with clarity and care.
Planning with heart, because your goals should reflect your story — not just your numbers.
Smart Portfolio Management
Managing a portfolio effectively requires thoughtful strategy and ongoing attention to detail. With a focus on risk management, asset allocation, and long-term growth, we aim to help you navigate your financial journey with confidence and clarity.
Legacy & Life Insurance Planning
By understanding your current financial position and long-term goals, we design tailored strategies that provide lasting peace of mind — ensuring your loved ones are protected when it matters most.
Private Local & Offshore Trust Set Up
We structure personalised trust solutions — locally or offshore — to protect your assets, ensure privacy, and preserve your legacy. Each trust is tailored to fit your family, business, and personal needs with the care it deserves.
Welcome to Heartshaven.
We guide individuals, families, and business owners in building thoughtful financial plans — helping you protect what matters, grow with purpose, and leave a lasting legacy.
What Our Clients Say
Don't just take our word for it. Here's what our clients have to say about their experience working with Clear Financial Partners.
"Clear Financial Partners transformed our approach to retirement planning. Their personalized strategy gave us the confidence to pursue our dreams while securing our future."
