Clearstone Wealth

Social Link - Facebook: https://www. facebook.com/pg /clearstonewealth
Social Link - Linkedin: http://www. linkedin.com/company /clearstone-wealth
Employee Count: 2
Keywords: investment management

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.

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.

Our experience includes the areas of Financial Planning, Taxation, Accounting, Audit and Lending services. With over 45 years’ collective experience, ClearStone Wealth are the trusted advisers to over 6000 clients. They choose us because they appreciate the benefits of working with a unified team of professionals operating under one roof.

​Our clients come from all walks of life and from different cultural backgrounds. In fact we provide interpretation services in 6 languages to ensure our services are accessible to everyone.

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

§ Estate Planning
§ Retirement Planning
§ Wealth Management
§ Wealth Protection
§ Self Managed Super Fund
§ Superannuation
§ Salary Packaging
§ Centerlink Strategies
§ Debt Recycling
§ Accounting & Taxation Services
§ Lending & Mortgage Finance


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.

The Game of Money® was created as a communication tool to help simplify the financial journey.

To know more, please visit our website www. clearstonewealth.com. au /about-us. html