Services

We connect all the financial needs in a comprehensive plan that aligns your finances with the life you want to live.

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.

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Superannuation

Is the most important asset for all Australians, you can’t afford to get it wrong … can you ?

Whether you are looking to consolidate multiple accounts or want a better understanding of your super, we will ensure that your super fund is cost competitive and of good quality

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Life Insurance

Having the correct insurance in place can provide great peace of mind.

Having the correct insurance in place is a great peace of mind for everyone. We can ensure that your loved ones will be provided for should you pass away or that your financial obligations are met if you are no longer able to work.

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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.

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Retirement Planning

Our goal is to make sure your retirement savings last longer than you do …

We can ensure that you are on track to have enough wealth to retire on, including utilising tax effective strategies to increase your retirement wealth.

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Aged Care & Pensions

Aged Care options when you are no longer able to care for yourself.

We can help you to understand if you are eligible for the Aged Pension and how it can be used in conjunction with your own assets to provide for your retirement income needs.
We are also able to provide assistance in understanding your Aged Care options when you are no longer ableist to care for yourself.

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Cash Flow / Budgeting

Understand cashflow and you will have the power to make your dreams become reality.

We can provide assistance in understanding where your money goes, how to budget and repay any debts quickly.

Rock Solid Strategies to Help you manage

YOUR Money With More Confidence

Without being charged through the nose in fees!

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WHAT OUR CLIENTS SAY

I had a great experience with Rebecca. She took the time to understand my financial goals and explained everything clearly without any pressure. Very professional, responsive and easy to talk to. Highly recommend!
                

Zoe

This has been the best move I have ever done engaging Bec to review and guide my finances. Not only from my businesses as an owner of gyms and manager of aquatic centre but also my own personal financial journey. I highly recommend Bec Guy Financial Advisor from Claridence Finances.
                

Jayne

Bec is knowledgeable, understanding of individual needs and values, and was able to tailor a financial strategy to help achieve my goals fast using various strategies and tactics to represent and support me in the best way possible. Huge respect for her knowledge.
                

Fiona

At Claridence Financial, relationships mean everything.
If we’ve made a difference in your journey, please let others know.

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We Believe in Old World Charm
Where Relationships are STILL Important

CONTACT US TO GET STARTED