After being the driving force behind Rigale Financial Solutions for 19 years. I have merged my business with Sphere Financial Services - a result of my keen interest in developing financial strategies and helping others make smart financial choices.
I am a mother of two with a Graduate Diploma, Advanced Diploma and Diploma in Financial planning, and a Bachelor of Applied Science from RMIT. I have been a small business owner since 1994, and I understand the financial needs of families and professionals. Having previously operated a successful small business within the often volatile fashion industry for over a decade. I have a firm appreciation of the importance of securing the financial future for my family and inspired me to help others do the same.
I strongly believe that safeguarding your financial future isn't only about how much you earn, but importantly, also how you choose to spend and invest. Creating and rolling out realistic financial strategies is the crux of my expertise.
My passion is to provide current expert financial advice and strategies to families and individuals. This includes advice on superannuation, self-managed super funds, personal insurance, wealth creation, aged care, Centrelink, retirement planning, estate planning, investment and portfolio management.
My aim is to ensure my clients can look forward to a planned and financially secure retirement, and enjoy their life along the way.
I am also an Aged Care Specialist and am Director of Aged Care Specialists Vic.
Often when a family member needs to enter aged care, the options, complexity and costs can seem overwhelming. We help families navigate the complex decision making and high expense, when it comes to aged care. Families often need to make a decision whether to keep the home or sell the home. I have the specialized training to deliver accurate, in-depth, and personalised advice on how to set up assets to maximise Centrelink benefits and minimise aged care fees.
I look forward to assisting you in achieving your financial goals.
I can recommend Claudia and her team wholeheartedly. My mother has resided in aged care for 20 years as a result of illness, I was in my late teens. My father dealt with her financial affairs up until he died when I was pregnant with my first child. I am now raising my own young children and life is busy. I could not get my head around transitioning my mother from the disability pension to the aged pension and all the complexities that come with Centrelink, superannuation and taxes… I chose Rigale Financial Solutions simply by searching on Google and I’m so glad I did. Claudia worked around my schedule and communicated with me via online meetings, emails, post and phone calls. I have never had to attend the Ivanhoe office to get things sorted and so rest assured clients are able to fully utilise her services remotely. Claudia is an expert in her field, she has worked wonders and my mother will continue to prosper because of her. She does it all with compassion and integrity. She is supported by Angela and Jamie, both of whom deliver exceptional customer service and advice. Rigale Financial Solutions has lightened my load and I have engaged them for my mother on an ongoing basis. Thanks again.
Claudia provided excellent financial advice for my elderly mother's circumstances and her professional acumen shone through the simplicity and clarity of her advice.
Appreciate the clear information explained regarding aged care. General discussion to help us more forward with parents needs.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2006
- Years of experience 17
- Graduate Diploma of Financial Planning
Sphere Financial Services Pty LtdSuite 7, Level 2, 74 Doncaster Road
Balwyn North, VIC 3104
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Asvw Financial Services Pty Ltd