Financial Advisor in Penrith
Transform Your Financial Future
We provide forward-thinking solutions to help you grow and achieve your financial goals at every stage of life. Our team of experienced financial Advisors in Penrith delivers personalised, proactive advice that transforms uncertainty into confidence. We provide forward-thinking solutions to help you grow and achieve your financial goals at every stage of life. Our team of experienced Financial Advisors delivers personalised, proactive advice that transforms uncertainty into confidence.
Why Choose a Financial Advisor in Penrith?
Located in Western Sydney, Penrith is a thriving regional hub with a Gross Regional Product of $14.49 billion, representing 1.97% of NSW’s GSP. Our area serves a dynamic population of 224,483 residents, supported by 98,635 local jobs and 16,194 local businesses.
With Health Care and Social Assistance being our largest employment sector, Penrith attracts a diverse mix of professionals, families, and business owners. The region’s strong economic growth and development create varied financial planning needs, from wealth creation to retirement planning.
When you think about the future, what do you see? Whether you’re planning for retirement, growing your wealth, or securing your family’s future, having the right financial strategy makes all the difference. At Clarity Wealth Penrith, we guide clients towards financial confidence through personalised, proactive advice that evolves with your journey.
Our Commitment to Financial Clarity
Transform your financial future with clear, strategic guidance. Our Penrith team delivers:
- Forward-thinking solutions that evolve with your needs
- Personalised strategies aligned with your specific goals
- Proactive guidance to navigate every financial milestone
- Long-term partnership focused on your success
Rebecca Lloyd
Transform your financial dreams into reality with Rebecca’s twenty years of diverse industry experience. Her unique background in nutrition and marketing, combined with extensive financial expertise, brings a holistic approach to understanding your financial wellbeing journey.
Rebecca’s expertise includes:
- Masters of Financial Planning
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- 20 years of industry experience
- Extensive experience with Commonwealth Financial Planning and AIA Financial Wellbeing
- Specialised knowledge in Western Sydney’s financial landscape
Rebecca’s goal aligns perfectly with our mission: helping clients live the life they’ve always dreamed of, with the financial confidence and independence they deserve. Her personal experience as a mother adds depth to her understanding of family financial planning needs.
Matthew Corry
Transform your financial future with over a decade of specialised financial planning expertise. As a founding partner of Clarity Wealth, Matthew brings together his passion for finance and helping people achieve their financial goals. Matthew’s journey includes:
- Over 10 years of specialised financial planning experience
- Bachelor of Business (Accounting and Financial Planning)
- Diploma of Financial Planning
- Extensive experience from Westpac Financial Planning serving diverse client needs
- Key role in establishing and growing Clarity Wealth
- Became proprietor in 2020
Matthew’s forward-thinking approach helps clients navigate every stage of their financial journey, from individual planning to business strategies. His comprehensive experience with pre and post retirees, business owners, and individuals ensures you receive expert guidance tailored to your unique situation.
Comprehensive Financial Solutions in Penrith
Retirement Planning
We ensure your dream retirement will become a financial reality by providing expert strategies that will set you up for retirement on your terms. Our expert Penrith Advisors will guide and support you in creating a plan to achieve your goals.
- Expert retirement strategies tailored to your needs
- Clear pathway to your retirement goals
- Ongoing support and guidance
Investment Advice
Ideally, you should have the minimal necessary risk to achieve your goals – and no more. Our Penrith team helps you understand your risk profile and explore all your options. Implement a strategy, achieve your goals and sleep well at night.
- Investment strategies catered to your personal goals
- Risk-appropriate portfolio design
- Expert guidance and regular reviews
Wealth Creation
Whether you’re saving for your first car, first home, wish to extinguish debt, or ensure you have sufficient capital for retirement, our Penrith Advisors can support you in designing a plan to achieve your goals.
- Expert guidance at all life stages
- Clear strategies for debt reduction
- Structured savings and investment plans
Self-Managed Super
We are experts in Self-Managed Superannuation Funds (SMSF). Not only do you have flexibility and control, but we can also provide the strategies and advice to support you in growing your superannuation.
- Comprehensive SMSF establishment and management
- Strategic investment guidance
- Ongoing compliance support
Aged Care Advisors
Often Aged Care can be a complex and daunting process for any family to face. Our Penrith team makes it as easy as possible by guiding you through the process with sound advice.
- End-to-end aged care financial planning
- Expert facility placement partnerships
- Family-focused solutions
Estate Planning
As important as it is to plan for the now and future, it’s always important to consider those around you. We can help provide strategies that assist you in achieving not just your goals, but goals for your family.
- Comprehensive estate planning strategies
- Protection for you and your beneficiaries
- Integration with your overall financial plan
Cash Flow Management
Do you have a robust plan in place for tomorrow, or are you subject to the whims of fortune? Ultimately, financial planning is about ensuring you have the cash flow you need, when you need it. With a tailored plan in place, you can feel secure with the best financial planning advisors in Penrith.
- Practical budgeting tools and strategies
- Clear monitoring systems
- Regular cash flow reviews
Local Financial Solutions That Evolve With You
Building Wealth With Purpose in Penrith
At Clarity Wealth Penrith, we understand the unique financial landscape our local community faces. Whether you’re investing in Penrith’s property market, planning for retirement, or building generational wealth, our proactive guidance helps you navigate every financial decision with confidence.
For Pre-Retirees in Penrith
Like many of our clients Michael and Sarah, you might be asking: “Do we have enough to maintain our lifestyle in retirement?” Our forward-thinking solutions help you:
- Create sustainable retirement income strategies
- Balance supporting your family with securing your future
- Navigate market volatility with confidence
- Plan for aged care needs proactively
For Local Business Owners
Running a successful business in Penrith requires strategic financial planning. Together, we’ll help you:
- Build your practice and personal wealth with confidence
- Transform business success into lasting family wealth
- Structure your finances for optimal efficiency
- Protect what you’ve built
For Professional Families
For professionals like Lisa balancing career growth with family needs, we provide:
- Integrated cash flow management and investment strategies
- Education fee planning and investment structures
- Clear action steps for time-poor professionals
- Strategic tax optimisation solutions
Why Partner With a Local Penrith Financial Adviser?
Deep Local Knowledge
Our team lives and works in Penrith, giving us unique insights into:
- Local property market opportunities
- Business environment dynamics
- Community-specific financial challenges
- Regional economic trends
Personalised Service
Transform your financial journey with:
- Face-to-face meetings at our Penrith office
- Strategies tailored to local market conditions
- Regular reviews aligned with your changing needs
- Proactive updates and adjustments
Trusted Guidance
Build your financial confidence with:
- Decades of combined financial expertise
- Deep understanding of Penrith’s wealth landscape
- Clear, actionable recommendations
- Ongoing support and education
Your Journey to Financial Clarity
Transform uncertainty into confidence with our clear, structured approach to financial planning. Our process ensures you're supported and informed at every step of your financial journey.
Initial Meeting
This is face-to-face discussion with Rebecca or Matt around your goals and some of the things we are trying to achieve. There may be a brief discussion around strategy but more about understanding your situation than it is for solutions.
Proposal/Strategy Meeting
Here is where Rebecca or Matt present our of scope of work and some the ideas that we may use to achieve your goals established in the first meeting. In this instance we’ll disclose the makeup of our costs both upfront and an ongoing basis if required.
Plan Presentation
You’ll meet with Rebecca or Matt, and this is where they present the advice and disclose the full strategies and benefits.
Implementation
This is the exciting part, where we begin processing and finalising the agreed strategies in the Statement of Advice (SOA). Your goals are on a path to fruition!
Ongoing Review
As your goals change, so would your financial plan. A review gives us and you the chance to update us on your situation and ensure that we are aligning your goals along the way.
A long-term relationship with a financial planner means a long-term wealth creation strategy – Book now to get your future goals from dream to reality.
Testimonials
What Our Clients Say
"As a personal injury/compensation lawyer that sees the effects of injury and illness every day on my clients, I know how important it is to have your life insurance, total and permanent disability and income protection expertly set up and available if needed. Matthew helped me greatly in getting this done quickly and efficiently. I wouldn’t hesitate to recommend him to any of my client’s, friends or family."
"My wife and I appreciate the relationship we have with our financial adviser Matthew Corry from RI Advice Group. All suggestions or recommendations by him regarding our OnePath superannuation product are well within our expectations. After six years, the product has not let us down and enabled us to live the life we want."
"My wife and I recently had our first child. We appreciated that wealth creation was important not just for us, but also for our son’s future. Matt was great with taking us through the options that were available to us and really had us thinking about not just ourselves, but our longer term plans for our family and the importance of getting the right advice."
"When we approached Matt we were looking for some guidance as we began our exit from work. Matt was great in assisting us through a process that was difficult given our circumstances. We highly recommend him to assist anyone who is looking for advice when exiting the workforce."