About us

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.

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.

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.

Rock Solid Strategies to Help you manage

YOUR Money With More Confidence

Without being charged through the nose in fees!

BOOK YOUR FREE WEALTH REVIEW

Experience

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.

Professional

We specalise in real people – those who understand the
importance of meaningful, trusting relationships and
recognise the value of professional advice.

Understanding

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.

Reliable

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.

Garth Collingwood
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.

Adrian Green
Brisbane Entertainment Centre

We Believe in Old World Charm
Where Relationships are STILL Important

CONTACT US TO GET STARTED