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Award-Winning Financial Planning

Take Control of Your Financial Future

Calm, clear financial guidance for real people. We make retirement planning, debt management, and investing feel accessible — not overwhelming.

SEC Registered Advisor
Fiduciary Standard
500+ Families Helped
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500+
Families Helped
15 Yrs
Experience
98%
Client Retention
4.9★
Average Rating

Services Built Around Your Real Life

No jargon. No confusing products. Just honest advice in plain language — designed to meet you where you are and take you where you want to go.

Retirement Planning

Build a roadmap to retirement that fits your lifestyle. We help you figure out how much you need, when you can retire, and how to get there without sacrificing today.

  • EPF/ETF optimisation
  • Retirement income projections
  • Catch-up strategies
Most Popular

Investments

Grow your wealth with a diversified portfolio matched to your risk tolerance and goals. No unnecessary complexity — just straightforward guidance.

  • CSE-listed equities
  • Unit trust & fixed income
  • Quarterly portfolio review
Growth Focus

Tax Optimisation

Keep more of what you earn with smart, legal tax strategies. We help you understand your obligations and find every legitimate deduction.

  • Annual tax planning
  • IRD compliance support
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Emergency Planning

Build a financial safety net that lets you weather any storm. We help you define the right emergency fund size and where to keep it.

  • 3–6 month fund sizing
  • Insurance review
Peace of Mind

Estate Planning

Protect your family's future. We help you create a clear plan for how your assets will be distributed — so your loved ones are never left guessing.

  • Will preparation guidance
  • Beneficiary planning
Family First

Simple. Transparent. Yours.

Our three-step process is designed to be clear and collaborative — no surprises, no pressure. Just a path forward that's built around you.

01

Assess

We start by listening. A deep-dive conversation to understand your income, debts, goals, family situation, and what financial freedom means to you personally.

02

Plan

We build a tailored financial plan — a clear, written roadmap with specific actions, timelines, and milestones. No generic templates. Every plan is unique to you.

03

Grow

We stay with you. Regular check-ins, annual reviews, and ongoing support ensure your plan adapts as your life evolves. We grow together.

Priya Mendis, CFP — Lead Financial Advisor at ClearFunds

Finance Feels Personal
Because It Is

I'm Priya Mendis, a Certified Financial Planner with 15 years of experience helping Sri Lankan families build financial security. I started ClearFunds because I kept seeing people overwhelmed by complex advice they couldn't act on.

My philosophy is simple: good financial planning should feel like a conversation with a trusted friend who happens to know a lot about money. Clear, honest, and always in your corner.

CFP® Certified SEC Registered MBA Finance 15 Yrs Experience 500+ Clients

"Financial clarity isn't about being rich. It's about knowing exactly where you stand and having a plan you actually believe in."

— Priya Mendis, CFP®
Book a Chat with Priya

Advice You Can Actually Trust

Fiduciary Duty

We are legally obligated to act in your best interest — not ours, not a product company's.

Fee-Only Model

We don't earn commissions. You pay a flat fee for advice, so our recommendations are never influenced by hidden incentives.

Human-First

You'll always speak to a real person who knows your name and your story. No call centres, no being passed around.

Plain Language

No jargon. We explain everything in plain, simple terms until you feel confident and in control of every decision.

Real People. Real Results.

These aren't statistics — they're families who took control of their financial lives and never looked back.

"Priya helped us pay off Rs. 4.2M in debt in 28 months. I didn't think it was possible. Now we're actually saving for our kids' education."
Roshan Fernando
Roshan Fernando
IT Manager, Colombo
"I was terrified of investing. Priya made it make sense without making me feel stupid. My portfolio has grown 32% in two years."
Dilini Jayawardena
Dilini Jayawardena
Teacher, Kandy
"We're now on track to retire at 58 instead of 67. That's 9 years of freedom we didn't think was possible. ClearFunds changed our lives."
Sunil & Kamala Perera
Sunil & Kamala Perera
Business Owners, Gampaha
"The free consultation alone was worth more than I expected. Within an hour I had a clearer picture of my finances than I'd had in years."
Nandini Wijesinghe
Nandini Wijesinghe
Physician, Colombo 07
"I finally understand where my money is going every month. The cashflow plan Priya made for me was the simplest thing I could have done."
Asanka Rathnayake
Asanka Rathnayake
Engineer, Negombo

Your First Step is
Completely Free

Book a no-obligation 45-minute consultation with Priya. No sales pitch, no pressure. Just an honest conversation about where you are financially and where you want to be.

What to expect

A friendly, judgement-free conversation
Review of your current financial picture
Clear next steps you can act on immediately
No obligation, no upselling
+94 11 234 5678 [email protected]

Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM

Book Your Free Session

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