Being an industrial suburb in Victoria, Braeside is a tax heaven and hence the industrial community here is exempt from certain taxes or gets various tax concessions. However, if you are not aware of these, getting benefits of these may not be possible and your financials may suffer greatly.

This is where a financial advisor comes in. They can guide you and offer advice on how to present these tax exemptions in your financial statements to gain more wealth. They also readjust your finances and investments to get maximum benefit from tax and state concessions. Additionally, they help minimise errors and burden. They suggest the best ways to utilise your finances for gains. A study has even proven that people with financial advisors are generally on track with retirement plan than people who don’t hire them.

SMART and Certified Financial Planners

If you are looking for certified financial planners, SMART Financial Advisory is your best choice. Our financial advisors provide the most optimal solutions to all your financial needs in Braeside.

We offer things that are much more diverse than other financial advisories such as:

  • Educated Professionals
  • Connections with Clients
  • Tailored Financial Services
  • Strategized planning as per business types
  • Associations with the best financial agencies
  • Customer satisfaction
  • Experience with handling various clients

Hire Financial Advisor Near You

If you are minor, disabled, aged, a student or unemployed, we, SMART Financial Advisory are the best financial advisor near you. Our Centrelink Financial Advisor will help you maximise government benefits without compromising on long-term wealth strategies. Our Centrelink Financial advisors are well-versed and are more than capable of guiding you in utilising funds optimally.

So, for all your financial needs related to retirement, investment, insurance, tax and estate planning, choose SMART Financial Advisory’s premium services.

Call us today to avail our world-class services in Braeside.

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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