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Services We Provide

Investment

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Retirement

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Insurance

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Centrelink

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Superannuation

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Estate planning

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Director's Welcome

Firstly, let me personally welcome you to SMART Financial Advisory and thank you for dropping by our website.

As you start navigating our website, you will find that we offer a wide range of professional financial advice services and continue to look for ways in which we can improve our support to you and our community.

Established in 2016, we are a young Melbourne based financial advisory firm that is growing rapidly and evolving into a revolutionary business.

Despite much change over the years, one thing has remained the same: my belief that the traditional model of financial service is flawed and the ‘one size fits all’ advice is just not sufficient. SMART Financial Advisory provides a professional financial advice experience that is built on relationships, informed by best practice, dedicated to custom-tailored advice and fuelled by a love for what we do.

At the centre of SMART Financial Advisory, we have a dedicated team who share this vision and understand the value of building lasting connections. They are professionals who believe in ethical standards and embrace our firm’s collaborative ‘advisory team’ structure. They are innovators and problem solvers who work to provide real-world solutions for your real-world situations.

I am exceptionally proud of the team we have assembled and as our staff continues to develop, I look forward to seeing many of them become pillars of our company.

So, without further delay, please accept my warm welcome to SMART Financial Advisory.

Kind Regards
Pallavi Mahajan
Founder and Director

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Testimonials

We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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