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.
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.
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.
We ensure that you and your family will remain financially secure in the event of any unforeseen health issues.
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.
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.
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
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.
At SMART Financial Advisory.
The financial planning relationship with our clients goes beyond a single transaction.
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