Clarus Wealth

We are award-winning financial planners offering personalised independent financial planning and wealth management for successful individuals and business owners, focusing on individual goals and values.

OUR STORY

At Clarus Wealth, we’re genuinely interested in understanding your big picture and, more importantly, in helping you in craft the life you want to live—both today and tomorrow.

We’re an independent financial advice firm with deep roots in family values, tracing back to our origins in 1988. As a privately owned entity, we have upheld that legacy of trust, integrity, and exceptional service. Recognised with the prestigious independent Investors In Customers ‘Gold’ award, both by our clients and team members, we are committed to treating each client as a unique individual with distinct objectives and needs.

Our approach focuses on preparing clients for a secure financial future, beginning well before retirement age. We specialise in designing financial strategies that empower our clients to enjoy their present while planning for tomorrow. Many of those we serve are particularly concerned with tax-efficient retirement planning, ensuring the longevity of their assets, and safeguarding their family’s future.

Our expertise spans crucial areas such as wealth creation and growth, effective wealth preservation, tax minimisation strategies, risk management, and comprehensive estate planning. But for us, it’s more than just numbers and charts. We provide a financial framework that goes beyond the numbers to define the goals and values that truly represent the real you and your family.
We are thrilled to receive the Trade Mark Surrey Hills and collaborate with like-minded individuals dedicated to giving back to this beautiful community. Beyond our professional commitments, we actively support local churches, schools, businesses, and charities, and we are recognised for our commitment to sustainability with our Planet Mark certification. As part of this commitment, we aim to reduce our carbon emissions and engage our community in our journey towards positive environmental impact, inspiring others to join us in making a difference.

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