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.
We are a corporate authorised representative of InterPrac Financial Planning Pty Ltd and specialise in Retirement Planning including; Investment, Superannuation, Personal Insurance, Estate Planning, and Centrelink and Aged Care advice.
Wealth creation means different things to different people. SMART Financial Advisory will cater to you, whether you are planning for the future, saving for your first home, transitioning to retirement or even if you are already a retiree. To develop the most suitable plan and portfolio for you, we largely work with your Accountant and other professionals.
We provide independent financial advice to ensure that your current savings and funds are invested effectively for you and your family.
Our motto is to help you PLAN, INVEST, ENJOY!
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.
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..