If you live in Bentleigh and are looking for a certified financial planner, you are in luck. At SMART Financial Advisory we have the best financial advisors in Bentleigh area who can help you manage finances like nobody else. We will make sure that your finances are in line with your business goals even if there is a change in business operations and that your retirement plans are not compromised either. We help you cushion your financial statements in a way that they can help maximise your wealth and provide security to you in the long-run.

Most Outstanding Financial Advisor Near You

SMART Financial Advisory provides financial solutions for retirement, insurance, investment, estate and much more. We are experienced in advising diverse individuals and businesses and our professionals are well educated as well as qualified. We device specific plans as per your financial situations and ensure that your wealth and security are maximised. We treat our clients in a humane manner, rather than treating them as numbers, and listen to their issues before imparting the right advice. We also look to build strong relationships with our clients and other accounting and financial firms and aim to grow hand in hand with them.

The reasons why you should choose us are:

  • Our team of experts
  • Our knowledge in the field
  • Our unrivalled consulting services
  • Our dedication towards designing plans according to your situations
  • Our enthusiasm in devising plans and coming up with solutions
  • Our need to form unbreakable relationships with clients and associates

Hire Certified Financial Planner in Bentleigh

Bentleigh is a suburb that is highly dominated by retail and construction business. It is thus important to keep government regulations of GST, ATO regulations, building and safety licenses and R&D and other tax concession in mind when looking at finances.

Our team takes care of all of these when giving valuable advice on wealth creating and adjusting your accounts to reflect these in the correct and legal manner.

To avail our services in Bentleigh, give us a call now.

Enquire Now

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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.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

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...

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Hilary Taylor

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..

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Dancy He

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..

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Jim Coull

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..

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