Personal, practical and compassionate financial services.

What We Do

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Learn more about who we are and what we do

The Team Meet the award winning Claringbold team Meet the team

Services See how we can help you manage and grow your wealth Learn More

Blog Read the latest on our blog for news, tips & features Read Now

Contact Get in touch with us to discover how we can help Get In Touch

Case Studies See where we've made a difference for our clients See Case Studies

What We Do Find a service just right for you or your business View Services

About Us

We are a family owned and run financial planning firm.

We want to show you that Financial Planning isn’t just about numbers. It’s about you having the choice to live the way you want, do the things you enjoy and support the people you love.

About Us

Meet the Claringbold Team

Mikaela Cusin-Brewer

Accountant, ROCG Mornington

Numbers specialist. Loves heading to the snow in winter to snowboard.

Rex Claringbold

Financial Adviser

30 years practicing. Head honcho. Avid pies supporter. Enjoys a social gathering and beer.‍

Petrina Freshwater

Client Services Manager

Loves attention to detail. Mum to 3 small girls. Irish.

Stephenie Bamford

Adminstrator

Loves food. Social Media expert. Loves the beach.

Debbie Claringbold

Client Services Manager

Enjoys seeing new places. Morning tea provider & cake baker. Office manager.

What We Do

Managing your money well is no small task, we'll help you get on the right foot.

As a family run business we love to see the people around us succeed. See where we've helped people like you build plans for their finances that just work.

Our Services