Start Your Journey Towards
FINANCIAL FREEDOMWith Woodford’s Most Trusted and Caring Financial Adviser
Clarity
We can teach you simple strategies to get clear about what you need to do today, to be prepared for tomorrow.
Confidence
Would’t it be great knowing your future is secure so you can focus on the more important things in life.
Finance
Life is about people not money, together we can implement effective strategies to control your finances.
COMPLEX MADE SIMPLE
Planning and Protecting your future is NOT as hard as the Guru’s tell you. We can show you in 4 Easy Steps how to Protect what you have, Create Wealth, Plan for the Future and Fund your Lifestyle.
“The Adviser’s Adviser”
We specialise in developing meaningful and lasting relationships with our clients. We are the Adviser’s Adviser – we provide strategy and process consultation to other financial advisers across Australia through our sister company Remga Paraplanning & Consultancy Services. We actually care about what we do and the client and do what is in their best interest, NOT like the banks.
Rebecca Guy
Founder of Claridence Financial
Rock Solid Strategies to Help you manage
YOUR Money With More Confidence
Without being charged through the nose in fees!
Cash Flow & Budgeting
We can provide assistance in understanding where your money goes, how to budget and repay any debts quickly.
WEALTH CREATION
Creating wealth takes time, but with a well designed strategy you will get ahead. We are able to provide strategies for wealth creation outside of your superannuation.
Aged Care & Pensions
We can help you to understand how you can use the Aged Pension in conjunction with your own assets to provide for your retirement income needs.
CLIENTS ARE PEOPLE NOT DOLLAR SIGNS
We are very proud to announce that we have recently listed Claridence Financial with the Cancer Council Pro Bono Program to assist those people who are doing it tough and could use a helping hand with their finances.
What is the Pro Bono Program
The Pro Bono Program provides people affected by cancer access to free professional legal, financial, small business and workplace advice in relation to issues arising from a cancer diagnosis by connecting them with professionals who volunteer their time. Cancer Council staff do not provide advice directly to clients. The service links people with qualified professionals, is means tested and is free for people who cannot afford the cost of advice. .
What services are provided
Legal Referral Service
Financial Planning Referral Service
Workplace Advisory Service
Small Business Advisory Service
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WHAT OUR CLIENTS SAY
Check out our blog
April Monthly Wrap
We can teach you simple strategies to get clear about what you need to do...
QUARTERLY WRAP
We can teach you simple strategies to get clear about what you need to do...
Federal Budget 2022
We can teach you simple strategies to get clear about what you need to do...
We Believe in Old World Charm
Where Relationships are STILL Important