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.
I have found Clare to be very honest and I enjoy her coming to see me on a one to one basis to update me on my accounts and always giving me the right advice on what to do. Her knowledge of the markets gives me full confidence in her looking after my portfolio, and she is second to none. I sleep peacefully at night knowing Clare is looking after my best interests.
Clare was suggested to us through a friend who described her a 'genuinely good person'. And that's what and who she is. Spent a lot of time with us to get a picture of where we were coming from and wanted to get to.
Clare listened and tailored her advice and charges to suit our needs. I would have no hesitation in recommending her to friends and family.
Clare is one of the only financial planners we have dealt with who provided advice tailored to suit our age and financial position. She made time to ask us in depth detailed questions on how we wanted to live during our retirement and gave advice accordingly, even when it meant that she would receive a lower fee/commission.
Clare is a proactive advisor who has kept me informed of changes in the market and provided advice on strategies to reduce my risks inline with my risk appetite, whilst increasing my investment portfolio. My only regret is that I didn't find Clare sooner. I highly recommend Clare to anyone who wants a financial advisor who puts their best interests above anything else. Anne-Marie
Clare is a highly knowledgeable and personable advisor. She understands my needs, and is compassionate to my personal circumstances. I have full respect and trust in her advice.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2016
- Years of experience 7
- Master of Financial Planning
Seaside Wealth329 Bluff Rd
Sandringham, VIC 3191
- 9:00am – 5:00pm Monday – Friday
Axies Pty. Ltd.