Brand profile · Financial Services

ClearStone Wealth

ClearStone Wealth runs a Financial Services operation from Castle Hill, New South Wales. It is privately held, and its site is clearstonewealth.com.au. It holds one address on record, all in Australia. Headcount on record is 2. Its work is tagged wealth management, estate planning and financial planning. The record links three similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2016 1 office country

Key facts

Counted staff
2
self-reported band not used
Founded
2016
10 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

ClearStone Wealth is a privately owned and managed financial services business.

Our philosophy is the result of an unwavering belief that achieving financial freedom and success is conditional on holistic, professional and non-conflicted financial advice.

Our advisors take pride in offering comprehensive financial planning solutions that cater to the diverse needs of our clients. This includes offering the best range of products, strategies and services available. Our approach gives clients the peace of mind they crave and provides them with the freedom to focus on their family, friends, careers and lifestyle.

Not only do we provide advice and solutions to our clients, we also maintain regular follow-ups to assess their progress as they head towards their financial goals and dreams.

A unified team of financial experts -

Our mission hinges on the clear objective of expanding the mindsets of professionals, business owners and individuals by instilling a belief system that ‘Financial Freedom’ is achievable. Whether it is having enough money to comfortably retire on, or having the financial depth to help others, we can design effective strategies to get you there.

With over 120 years' collective experience, ClearStone Wealth are the trusted advisers to 100’s of clients. They choose us because they appreciate the benefits of working with a unified team of professionals.

Our clients come from all walks of life and from different cultural backgrounds.

Specialties

All 10 specialties
  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Wealth Management
  • Self Managed Super Fund
  • Superannuation
  • Salary Packaging
  • Centerlink Strategies
  • Debt Recycling
  • Lending & Mortgage Finance

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU7 Anella Ave; 23; Castle Hill, New South Wales 2154Primary

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

1 employee profiles on record · names withheld.

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FAQ

How many people work at ClearStone Wealth?

2 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does ClearStone Wealth have offices?

One address on record, Australia only. Primary: 7 Anella Ave, 23, Castle Hill, New South Wales 2154.

Has ClearStone Wealth raised funding?

None linked to this brand.

What does ClearStone Wealth list as its specialties?

Ten tags on the brand's own list, among them wealth management, estate planning and financial planning.

Which companies are listed alongside ClearStone Wealth?

Three peer profiles on record: Clearstone Group and Scott & Co Accountants and Wealth Management.

What is ClearStone Wealth's website?