About ClearStone Wealth

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ClearStone Wealth is a privately owned and managed financial services business. 

​Our philosophy is the result of an unwavering belief that achieving financial freedom and success is conditional on holistic, professional and non-conflicted financial advice.

Our advisers take pride in offering comprehensive financial planning solutions that cater to the diverse needs of our clients. This includes offering the best range of products, strategies and services available. Our approach gives clients the peace of mind they crave and provides them with the freedom to focus on their family, friends, careers and lifestyle.

Not only do we provide advice and solutions to our clients, we also maintain regular follow-ups to assess their progress as they head towards their financial goals and dreams.

A unified team of financial experts

Our mission hinges on the clear objective of expanding the mindsets of professionals, business owners and individuals by instilling a belief system that ‘Financial Freedom’ is achievable. Whether it is having enough money to comfortably retire on, or having the financial depth to help others, we can design effective strategies to get you there.

With over 40 years' collective experience, ClearStone Wealth are the trusted advisers to 100’s of clients. They choose us because they appreciate the benefits of working with a unified team of professionals.

​Our clients come from all walks of life and from different cultural backgrounds.

Below is an all-inclusive list of our professional services:

• Estate Planning                  
• Retirement Planning
• Wealth Management
• Wealth Creation Strategies
• Debt Reduction Strategies
• Savings Advice
• Wealth Protection
• Self Managed Super Fund
• Superannuation
• Salary Packaging
• Centerlink Strategies
• Debt Recycling

Research indicates the majority of people rank financial success as one of their top three goals or values in conjunction with health and family. But the bitter truth is, 90% of people fail to achieve even modest wealth. Most of our clients strive to pay off their family home through a nice nest-egg to basically enjoy in their retirement phase and that’s a wonderful thought to have, however, the reality is that most of the Australians fall short of achieving their financial dreams.

We believe in hand-holding our clients through the entire financial planning process to not only build trust and confidence, but also educate them and increase their level of understanding of the various financial planning tools. This process gives our clients the Comfort of knowing their assets are professional managed, moreover, also provides the required Control through the total visibility of the financial affairs and a clear plan to achieve them.

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Our Mission - What we do every day

Every day we empower our clients, colleagues and the wider community, to have better financial futures

Our Vision – What we’re determined to become

We will become recognised as a leading financial services firm, providing strategic solutions that make a real difference

Our Values – What is non-negotiable

To have our clients' best interest at heart in everything we do
To be transparent and open about all our dealings with our customers
To be strategic business partners our clients trust and value
To help and give back to society
To always communicate in a clear and timely manner