A financial advisor’s role in one’s life is often underestimated. Hiring a financial advisor near you can be of great assistance. He can reduce your burden so that you can utilise your time in more productive things. Apart from this, he can also help you understand things related to finances that you don’t know about. The best part of hiring a financial advisor however is that he helps manage your finances error free and most effectively.

Why Hire Certified Financial Planners

If you live in Dandenong South, you are most likely related to the huge manufacturing business in the suburban area. A certified financial planner can help you by ensuring that you get the best out of government concessions and tax incentives, such as R & D Tax incentives, CSIRO Kick Start grant and other state incentives, pertaining to your business. A financial planner should be well-versed with these.

The Best Financial Advisor Near You

SMART Financial Advisory has the top financial advisors in Dandenong South. We offer things such as:

  • Strong client relationships
  • Advisory approach to financial planning
  • Custom-made solutions depending on your situations
  • Partnerships with other accounting and finance firms
  • Optimum strategies to maximise funds
  • Certified financial planners

We offer services with regards to all your financial needs such as insurance, investment, retirement, tax and estate planning and more.

SMART Financial Advisory also provides superannuation services that help you utilise this tax-effective mechanism in the most utilitarian way. We help you in managing your superannuation funds and analyse your contributions. We also help you analyse if setting up a Self Managed Superannuation Fund (SMSF) is in your best interest. We help you get the benefits of all tax rebates and concessions so that all this can profit you during retirement.

Our team believes in complete customer satisfaction and ensures high-quality service under all circumstances. We ensure that your experience is out of this world and that we can form a long-term bond with you.

If you are looking to hire financial advisory services, give us a call today.

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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