Learn about Claringbold

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About Us

We are a family owned and run financial planning firm. We are a fee-for-service only business and we don’t take or charge commissions from providers.

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. We know that financial planning isn’t one-size-fits-all, so we offer tailored financial planning solutions and guidance to fit your unique financial situation.

Our goal in business is to give you the confidence to know you’re on the right path in your financial journey. Whether you’re in wealth accumulation phase, preparing for retirement or have already retired, we want you to wake up every day knowing that your money is working towards your goals and the things you value the most in life. Your financial future is still yours to create. You can be in control of your cashflow, you can be informed, and we want to help you get there!

Us

Meet the Claringbold Team

Rex Claringbold
Financial Adviser
30 years practicing. Head honcho. Avid pies supporter. Enjoys a social gathering and beer.‍
Narelle Allison
Financial Adviser
8 years practicing. Enjoys camping with family. Portfolio management & Xplan guru. Community minded ‍
Petrina Freshwater
Client Services Manager
Loves attention to detail. Mum to 2 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.
Contact

Let's talk today about getting your financial goals on track!