Sarah Roelofs
Clear Path Financial Planning
Sarah Roelofs is a fully qualified financial adviser, and member of the Financial Planning Association.
Sarah has been working as an adviser since 2017, with a passion for providing comprehensive, strategic advice for her clients across all life stages.
Sarah has a passion for continual education, and has completed a Bachelor of Commerce and Master of Financial Planning. She is also accredited to provide specialist advice on Aged Care, Self-Managed Superannuation and Gearing. Sarah has a particular interest in working with pre-retirees, and single women.
Sarah will truly listen to your financial planning requirements and provide a tailored solution that meets your needs, helping you to feel in control of your situation.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchI work with clients through a minimum 12-month engagement, which is structured to support meaningful and lasting outcomes.
Fees are split between an upfront fee for the preparation and implementation of your advice, and an ongoing engagement that provides regular reviews, accountability and support as your circumstances evolve. This ensures advice is not a one-off transaction, but an ongoing partnership focused on long-term confidence and control over your financial future.
There is no cost to you for an initial consultation
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2017
- Years of experience 8
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Clear Path Financial Planning
Office G 3, 54 Siganto DrHelensvale, QLD 4212
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
LFG Financial Services Pty Ltd
AFSL 227096
