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.
Founder and Director
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.
To be honest, I never trusted or relied on anyone for my financial planning. But this all changed the day I met Pallavi 3-4 years ago...
Thank you so much Pallavi and Erika for your work in these difficult times! Much appreciated.
Amazing service from very light people with positive attitude.
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...
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..
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..
I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.
Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.
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...
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..
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..
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..