Clarity Wealth provides proactive strategies that consider all aspects of your financial life, opening up possibilities to help you, your family and business achieve the best financial outcome across all stages of your life.
Clarity Wealth focuses on providing holistic, personalised advice to help you achieve your business, personal finance, retirement and estate planning goals.
We know every business and person requires a tailored service.
We want you to be 100% happy with what you receive.
Matthew has specialised in the Financial Planning industry for over 10 years. Following the completion of his Bachelor of Business degree at the University of Technology Sydney, he decided that financial planning was his best opportunity to pair his passion for both finance and helping people achieve their financial goals.
After university, Matthew worked for five years at Westpac Financial Planning, where he gained exposure to a vast range of clients and situations; from individuals, pre and post retirees to business owners.
Following his departure from Westpac, Matthew broadened his knowledge further by commencing his career with RI Advice. Here he was able to help establish and grow the business of Clarity Wealth, culminating in him becoming a proprietor of the business in 2020.
Matthew holds a Bachelor of Business (Accounting and Financial Planning) and a Diploma of Financial Planning.
With over 16 years of experience in the financial planning industry, Kaushal is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. His career began overseas, working across multiple geographies, where he developed a strong foundation in managing diverse client portfolios and crafting strategic business plans with global wealth managers. This international exposure has been instrumental in shaping his approach to financial planning, fostering a keen interest in capital markets, and enhancing my ability to build meaningful client relationships.
Upon moving to Sydney, he joined Westpac Bank as a Personal Banker, later transitioning to BT Financial Group as a Financial Planner. These positions provided him the opportunity to work with a broad spectrum of clients, including individuals, retirees, and business owners, offering invaluable insights into various financial scenarios.
Kaushal holds a Master of Financial Planning and an MBA degree, which equips him with the knowledge and expertise to guide clients effectively.
Beyond his financial planning expertise, his passion for sports is evident in his commitment to coaching a junior cricket team and volunteering at major sporting events, underscoring his dedication to community engagement and development.
Dean Southern’s path into financial advice has been anything but conventional. Before becoming an adviser, Dean worked in compliance, human resources and senior operations management roles. The industries changed, but the common thread was helping people solve problems and navigate change. Over time, Dean developed a strong interest in personal finance and investing. What started as a personal passion became a desire to help others understand their financial position and see what is possible. Today, he works with clients to make sense of their finances and build plans that support the life they want to live.
Dean knows financial decisions can feel overwhelming. He helps clients get clear on their options so they can make informed decisions with confidence. Dean holds a Bachelor of Business (Human Resource Management) and a Graduate Diploma of Financial Planning and expects to complete his Master of Financial Planning by the end of 2026.
Outside of work, Dean enjoys running and occasionally trying to relive his football days. He is a proud husband and father of three and spends most of his spare time with his family.
What Dean enjoys most about financial advice is helping people connect their money with what matters most to them. Seeing clients gain momentum towards their goals and knowing he’s played a small part in that journey is what makes the work rewarding.
Hello, I bring a dedicated, client-centric approach to supporting individuals and families throughout their financial journey. With five years of experience across financial services and private wealth, I’ve had the privilege of working with a diverse range of clients-from those building their careers to pre- and post-retirees. I am deeply passionate about solving complex financial challenges. My goal is to break down the “noise” of the financial world, delivering strategic advice that is specifically tailored to your unique goals and situation. Outside of the office, I enjoy spending time with my wife, exploring new places and maintaining an active lifestyle at the gym.
Julian has spent more than seven years building his career in the financial advice profession, with experience across financial planning, private wealth, and family office environments. This diverse background has given him a broad understanding of the financial challenges and opportunities individuals and families face at different stages of life.
Committed to professional excellence, Julian holds a Bachelor of Business (Applied Finance and Property) and a Graduate Diploma of Financial Planning.
Julian believes the greatest value of financial advice lies in the clarity, confidence, and reassurance that a trusted adviser can provide. He enjoys bringing structure and perspective to complex financial situations and helping clients make informed decisions that align with their goals and values.
His focus is on simplifying financial complexity, empowering clients to spend less time worrying about their finances and more time focusing on the people, opportunities, and experiences that matter most.
Outside of work, Julian enjoys exploring new roads on weekend drives, getting outdoors for a spot of fishing, and spending quality time with family and friends.
Originally from Ireland, Marie moved to Australia four and a half years ago to be closer to her daughter and her family. With a professional background spanning both Finance and Human Resources, Marie has built a career focused on supporting clients and delivering exceptional service. Prior to joining Clarity Wealth, she worked with Judge Accountants, where she developed extensive experience in client relations and financial administration.
At Clarity Wealth, Marie is dedicated to providing clients with a professional, friendly, and supportive experience. Her strong attention to detail, organisational skills, and people focused approach make her a valued member of the team.
Outside of work, Marie enjoys exploring Australia through travel and discovering the many amazing walking tracks and scenic destinations the country has to offer.
Judge Accountants was established in the 1980’s and offers a full range of services, including tax and business advice, financial advice, lending, accounting and business services.
We provide proactive strategies that consider all aspects of your financial life, opening up possibilities to help you, your family and business achieve the best financial outcome.
We don’t just give great advice; we provide solutions that make a real difference to you and your business.
Directors Barclay Judge and Gabrielle Benkovich are qualified Chartered Accountants, who are passionate and enthusiastic about helping their clients on their path to success, and creating a firm that sets the benchmark for accounting, tax and business advice.