Following the latest Government announcement that Victoria is going into its Sixth lock down for 14 days starting from 6th Aug 2021, we will be back to the office on 24th Sept 2021 dependent on the Government's newest decisions.
Any urgent issues please ring 0402 895 593 directly.

About Us

we provide the solution for asset management

Read The Story Behind
Our Success

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!

Personalised
Service.

Our approachable team members are waiting to give you a personalised service that sets us apart and we endeavour to support our clients through whatever life throws at them.

A Team Of
Professionals.

Highly skilled and experienced members of our team are waiting to help you plan the best strategy to reach your financial goals sooner.

Valuation and
Timing.

We believe timing is everything when it comes to investing. We will implement your investment strategy at a pace that suits you, all the while maintaining an in-depth knowledge of the different stages of the market cycle.

Clients’ Testimonials

  • 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