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Services We Provide

OUR EXPERTISE

Superannuation

We’ll make the complexities of super seem simple, so you can maximise your nest egg and have future that will be just fine.

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SMSF

Allows for greater tax planning flexibility, which would otherwise be unattainable with industry superannuation funds.

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Retirement

If you are planning on retirement, reducing your working hours, or thinking about an estate plan, we can help.

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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

We assist businesses no matter what size to meet all challenges and thrive strong financially.

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Centrelink

You may be eligible to receive some Centrelink payments in addition to your investment and employment earnings.

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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.

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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THE STORIES AND CHALLENGES AND CHANCES BEHIND OUR SUCCESS

Clients’ Testimonials

  • 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

    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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