Clare Shewan

Seaside Wealth

8 Yrs Experience
Sandringham, VIC 3191

As an Adviser and the owner of Seaside Wealth, I have built my business with the core purpose of providing personalised service to my clients. It is important that my clients feel valued and trust me to provide them with advice that is in their best interests.

I work with my clients on building wealth, structuring assets, investment advice, tax strategies, wealth protection, superannuation advice, investment bonds for high income earners/children’s education/building wealth outside of superannuation in a tax effective way, retirement planning, superannuation and pensions, cash flow planning in retirement, estate planning, succession planning and SMSF’s where appropriate.

I enjoy strategic thinking and problem solving and work to assist my clients with my professional approach to financial advice. I believe organisation is key and work to relieve money stress, so my clients can focus on enjoying life.

Most of all, I enjoy getting to know and working with, my wonderful clients.


  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.91
  • Number of reviews 11
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Seaside Wealth

329 Bluff Rd
Sandringham, VIC 3191

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Axies Pty. Ltd.

AFSL 339384