Clarity Wealth Penrith - Penrith, New South Wales

Clarity Wealth Penrith is a professional financial services provider located at Suite 2b, Level 3/50 Belmore St, Penrith NSW 2750, Australia. The company can be reached by phone at 1300187358 and through their website claritywealth.com.au.

Specialties

• Financial planner
• Bookkeeping service
• Financial consultant
• Insurance broker
• Aged care
• Superannuation consultant
• Tax consultant

Other Points of Interest

• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions

Clarity Wealth Penrith enjoys a stellar reputation, boasting a 4.9/5 average rating across 31 reviews on Google My Business.

The company is highly praised for its exceptional service and honest, reliable advice. Customers appreciate the personalized approach and knowledgeable staff, who are dedicated to ensuring clients are well taken care of. Many clients have expressed their gratitude for the peace of mind that Clarity Wealth Penrith has provided them with their financial planning and management needs, particularly in areas such as retirement planning.

Overall, Clarity Wealth Penrith stands out as a top financial services provider in the Penrith area, offering a wide range of services and expertise to help individuals and businesses navigate their financial journey.

👍 Reviews of Clarity Wealth Penrith

Debbie B.

5/5

We can’t thank you enough Clarity Wealth Penrith Matthew and the team have looked after our finances for many years.
Matthew is honest easy to relate too and reassuring.
The service and advice we are provided has assured us our retirement is in great hands.
Would highly recommend ⭐️⭐️⭐️⭐️⭐️

CAMERON D.

5/5

We had an incredible experience with Matt and the team at Clarty Wealth, Penrith.
Their professionalism, expertise, and genuine care for our financial goals were outstanding. Matt has provided clear, tailored advice, making complex financial matters easy to understand. The team was responsive, approachable, and dedicated to helping us achieve the best outcomes. We felt supported every step of the way. We look forward to continuing to work with Matt and the team and are excited to see what we can achieve move forward.
Highly recommend Clarty Wealth for anyone seeking trustworthy and knowledgeable financial guidance!

John S.

5/5

Well its time to retire. So how does anyone really do this with security? Well we had two tasks in mind that seemed insurmountable The first was to create a wealth portfolio through an SMSF. The second was to decide whether to retire now or later. My wife found Clarity Wealth and so our journey began. We sat down with Matt and his team a number of times. Slowly the puzzle in front of us became clearer and had direction. Matt was able to navigate the turbulent seas of finance like a captain of a winning yacht in the America's Cup. By our last meeting I felt both secure and part of a winning crew. I have now secured my future and my family beyond my time. As the old adage says, "Red skies at night, sailor's delight" and I certainly feel safe now. Thank you Matt, thank you Clarity Wealth.

Cathryn W.

5/5

I could not ask for better service than we have received from Clarity Wealth Penrith. Matt and his team have been great in the advice and information they have provided to us. Hoping for a fruitful future using their service and advice. Nothing has been too hard for them to do for us and they are answer all our queries.

Tony S.

5/5

Confident and relaxed whilst dealing with Rebecca.
Relaxed with the ease of the company and its dealings with me.
Excellent turn around time from first approach to signed agreement forward.
Glad for a future together.
More than happy to recommend.
Thank-you Clarity

brian A.

5/5

Highly recommend the team from Clarity Wealth; in particular, Matt has really assisted us with our strategic financial thinking to leverage our assets and set up for retirement..

Sarah F.

5/5

AMAZING first session with Rebecca Lloyd! She understood exactly where I want my life to go, and what I want to do, without me having to explain every finite detail – and she explained financial things in easy-to-understand language. So excited to continue the journey with her. Special shoutout to Jess and Marie too at the front desk – super-friendly and helpful!

Belinda J.

5/5

Thinking about retiring was very daunting, I never really gave it too much thought. I was referred to Bec from Clarity Wealth. She listens & is very personable. After a few meetings with her she put a plan in place to benefit my future retirement. I am now feeling a lot more knowledgeable & more confident about my future.
I highly recommend Bec as she is very professional & has a vast experience in financial planning.