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Wealth Architects acquires bespoke Financial Planning Business in Melbourne – Claringbold Financial Services

Wealth Architects acquires bespoke Financial Planning Business in Melbourne - Claringbold Financial Services

Wealth Architects has acquired Claringbold Financial Services in Melbourne, Victoria. The latest acquisition sees Wealth Architects grow its’ national representation to 12 offices and is in line with the companies goal to position themselves as the largest Financial Planning group in Australia.

The purchase of Claringbold Financial Services, which is the third acquisition in recent months means Wealth Architects is now operating from a further two locations in Melbourne – Wantirna South and Mornington.

“In an environment where it is increasingly difficult to find highly experienced and skilled financial advisers, we are lucky to have the calibre of Rex and the Claringbold team join the Wealth Architects family. Since its foundation, Claringbold Financial Services has strived to deliver the best possible service and advice for its clients. At Wealth Architects, this is what is most important to us, and is a value that we share deeply with the Claringbold team.”

Kim Siauw, boutique financial advisory practice

Claringbold Financial Services is a family owned business that has been operating in Melbourne for over 20 years. Its’ reputation for providing quality, trusted advice has allowed them to grow a successful financial planning firm. Director and founder, Rex Claringbold, will continue to look after clients under the Wealth Architects brand whilst still providing the superior advice he is recognised for.

Claringbold will be re-branded to Wealth Architects Wantirna South and Mornington, but when it comes to service and advice, it will be business as usual.

About Wealth Architects

Wealth Architects Wantirna South and Mornington are able to assist clients with a range of advice, all with the same goal in mind – to help you reach your goals and ambitions via a tailored strategy to suit you.

Learn more:
Wealth Architects Wantirna South
Wealth Architects Mornington

How we help

  • Tax Minimisation
  • Superannuation
  • Self Managed Superannuation
  • Investment
  • Cash flow planning
  • Personalised Plans to help reach your goals
  • Planning for contingencies
  • Coaching and Reviews

Have a question?
We’re here to help.

 

Phone: 1300 300 844
Email: melbourne@wealtharchitects.com.au

Connect with us on Social Media to read the latest industry news and learn what Wealth Architects is up to. 

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