Clay's Financial Services

Welcome to Clay's Financial Services, your trusted accounting, finance, and insurance agency located in the heart of Shellharbour. With over 20 years of experience in the industry, we are committed to providing personalized financial solutions to individuals and businesses alike.

As a Corporate Authorised Representative of Matrix Planning Solutions, we adhere to the highest standards of professionalism and ethical conduct. Our team of qualified experts is dedicated to helping you navigate the complex world of finance, ensuring that you make informed decisions that align with your goals and aspirations.

Whether you are seeking assistance with tax planning, investment strategies, retirement planning, or insurance coverage, our comprehensive range of services has got you covered. We understand that each client has unique needs and circumstances, which is why we take the time to listen and tailor our advice accordingly.

At Clay's Financial Services, we believe in building long-lasting relationships with our clients, based on trust, transparency, and integrity. We prioritize your financial well-being and work tirelessly to provide you with the best possible outcomes. Our commitment to excellence has earned us a reputation for delivering exceptional results and exceeding client expectations.

In addition to our expert financial guidance, we also offer a wide range of educational resources and tools to empower you to make informed financial decisions. Our website features a wealth of information, including our Financial Services & Credit Guide, to help you understand our services and the regulatory framework.

Your privacy and security are of utmost importance to us. We adhere to strict privacy policies to ensure that your personal and financial information remains confidential and protected at all times.

Visit Clay's Financial Services today at 26 Darley Street, Shellharbour, and experience the difference of working with a dedicated team of financial professionals. Contact us to schedule a consultation and take the first step towards securing your financial future.