Claridence Financial was born from the frustration of seeing hardworking clients being overcharged by their advisors for questionable advice that would not meet the clients financial goals.
Derived from the words Clarity and Confidence. Our mission at Claridence Financial put simply means
Why choose us
Claridence Financial strives to provide up to date financial advice that will not only meet our clients financial goals but will do so at a reasonable cost.
Your life changes over time and so does financial advice.
We stay on top of legislation changes so you don’t have to.
This allows us to provide you with the best possible advice.
We specalise in real people – those who understand the
importance of meaningful, trusting relationships and
recognise the value of professional advice.
Our aim is to help ‘real Australians’ – people who value trust
and loyalty and want an advisor that will give it to them
straight in a language they can understand.
We understand that life can sometimes throw you curve
balls – like a death in the family or serious illness – and in
those situations, you need someone you can trust.
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
We Believe in Old World Charm
Where Relationships are STILL Important