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!
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. 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.
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.
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