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.
Founder of Claridence Financial
Cash Flow & Budgeting
We can provide assistance in understanding where your money goes, how to budget and repay any debts quickly.
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
I’ve worked in this industry since 2004, and know hundreds of advisers. Having worked with Rebecca Guy since January 2016, it is clear that she is one of those rare Financial Advisers who not only has first rate technical knowledge, but also embraces the opportunity to put her clients first and provide a tailored plan for each of them.
Whether it be wealth protection, wealth creation, superannuation or retirement strategies, Bec has top shelf technical and product knowledge, and combines this with her ability to construct achievable, pragmatic and client focused strategies to help her clients, and put them on track.
Principal Ausure Financial Group
My initial decision to seek advice from a Financial Planner was because I wanted to ensure that a gift I had received wasn’t wasted. As a client with Smartline in Woodford Rebecca Guy came highly recommended. Smartline’s recommendation was well made and the first appointment went well with Rebecca checking on my knowledge of investing, what I could afford to invest, what I wanted to invest in, retirement plans, the health of my superannuation and my appetite for risk.
Within a week Rebecca had a written investment strategy prepared and talked me through the proposed strategy, adjusting the risk profile and adjusting my superannuation profile to better suit my risk profile. I found (and continue to find) Rebecca to be personable, engaging, professional, knowledgeable and trustworthy….for all of these reasons I have been happy to provide this testimony for Rebecca’s business and also recommend her services to friends.
Brisbane Entertainment Centre
Check out our blog
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We Believe in Old World Charm
Where Relationships are STILL Important