Are you looking for Financial Advisors near you? If you are a resident of Clayton, SMART Financial Advisory is your best bet. We are second-to-none when it comes to financial advisory services in the Victorian Suburbs. We understand your financial situation and give advice that is non-pareil, pertaining specifically to your needs. We listen to you and understand your perspective before giving out solutions.

Superlative Financial Advisors Near You

Our services are unique and we give your business a little extra like:

  • Accredited financial experts
  • Customer Satisfaction
  • Client-Business Relationship
  • Help from Our World Class Associates
  • Specifically Designed Financial Strategies
  • Experience in the Industry
  • Personalised Solutions

A financial advisor can help a lot when it comes to making the right decisions when it comes to investments. They help you adjust your accounts in a manner than increases your savings and helps during retirement. They save your time by doing your taxes and looking after your financial statements and help you identify patterns and solutions that you had no clue about. They also analyse your finances and help you improve your situation while keeping with business goals.

SMART Financial Advisory also provides insurance advice to help you understand the need for personal insurance, business insurance, business succession planning and more. Our personal insurance advisors analyse your situation along with financial statements and help maximise protection for your business and your loved ones in case of contingencies.

Need for Certified Financial Planner in Clayton

Clayton is a town where education, science, tech and research form a major part of the economy. Our advisors assist you in securing Income tax exemptions, Government grants, R & D Tax incentives and more incentives and gaining maximum benefits from these for improving financial situation.

We provide all advisory services including investment, insurance, retirement, tax and estate advisory in Clayton.

Give us a call today and avail our services for the most affordable prices.

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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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