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Services We Provide

OUR EXPERTISE

Superannuation

From choosing a fund to getting the investment combination right, we’ll make super seem simple, so you can maximise your nest egg and enjoy a comfortable retirement.

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Self-Managed Superannuation Funds (SMSF)

SMSF allow for you to gain control of your financial future. They also offer greater tax planning flexibility, which would otherwise be unattainable with other superannuation funds.

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Retirement

If you are thinking about retiring or, reducing your work hours, plan for tomorrow with the right strategy so you can live out the life you deserve.

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Insurance

We ensure that you and your family will remain financially secure in the event of any unforeseen health issues.

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Business Protection

Whether you are running a small or large business, we are here to assist you to meet all the challenges you may face in times of uncertainty and protect you and your business.

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Centrelink

You may be eligible to receive some Centrelink payments in addition to your investments and employment earnings. We can apply for these payments on your behalf.

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Director's Welcome Message

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.

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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

A LITTLE BIT

About Us

SMART Financial Advisory takes pride in being a financial planning firm that focuses on creating a difference in the lives of their clients through providing the highest standard of service. We deliver tailored strategic solutions across a broad range of financial planning services that has been helping Australians achieve their financial goals and freedom.

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Why Us

At SMART Financial Advisory.

  • We treat our clients as unique individuals rather than numbers
  • We listen to our clients' need and believe our clients value our financial advice.

The financial planning relationship with our clients goes beyond a single transaction. 

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Latest News

THE STORIES AND CHALLENGES AND CHANCES BEHIND OUR SUCCESS

Clients’ Testimonials

  • We highly recommend Pallavi to those who are in need of any financial assistance. At first my husband and I were reluctant to seek help through a professional, however Pallavi and her team have exceeded our expectations. She is someone who we can trust, is honest and is determined to ensure that we get the best outcome possible in all situations. Like many, COVID was not an ideal situation, with her consent guidance and monitoring she was able to improve our financial situation. We appreciate the support that Pallavi and her team have provided and will happily continue being a client of Pallavi.

    “
    Suren Suganthira

  • Pallavi and her team have always provided us with a professional, reliable and approachable service. In a time where we have had little time and energy to pay much attention to managing our own finances, it has been very reassuring to have Pallavi on our side and managing things for us. We greatly appreciate her financial expertise, her personal understanding of the complexities of planning finances for young families and her unswerving capacity to read the financial climate and make informed decisions in order to constantly improve our financial situation . We’ve also found it very helpful to have the streamlining between our business accountants and Pallavi, making communication seamless. We love working with Pallavi and highly recommend her service to anyone needing financial planning and management.

    “
    Kate Prust

  • Thank you so much Pallavi and Erika for your work in these difficult times! Much appreciated.

    “
    Samuel Beckham

  • Amazing service from very light people with positive attitude

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    Natasha Marchev

  • Plalavi is very approachable and understanding and very thorough in her work.

    I was very impressed with her professionalism and her handling of my situation. Especially now in this current financial crisis, Pallavi has been very quick to monitor and stay on top of the situation for her clients.

    Well done and i have no hesitation in recommending anyone to use her professional services.

    “
    Neil Raslan

  • I would like to extend my thanks for your professionalism in what must be an extremely difficult time for you at work. I have noted the change of my fund strategy to a conservative cash saver earlier this month. I am very happy with your decision to do this.

    “
    Samuel Beckham

  • I have been a client Smart Financial Advisory for 16 months now and am pleased to recommend their services. In just a short time the investments they suggested to me have returned a very good result. I also like the way they keep me fully informed, any emails or telephone calls are always promptly attended to

    “
    Thomas and Judith Carroll

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