Are you a resident of Dandenong West? Then you live in the manufacturing hub of Melbourne. But, how do you utilise your funds in a manner where you can maximise wealth? How do you know the tax concessions that come with the manufacturing industry? How to gain knowledge about the government incentives and formalities?

The Need of a Certified Financial Planner

All of these questions can be answered by a financial advisor near you. A financial advisor can help you manage your expenses and incomes in a way that they are always in line with your business goals. Moreover, he/she reduces your burden by minimising the financial workload that you have to handle on your own. A financial advisor will notice discrepancies that you cannot know about by yourself and find effective solutions.

The Best Financial Advisors Near You

At SMART Financial Advisory we can assure you that you can sit back and relax while we manage your finances in the best possible manner while advising you on how to maximise your wealth.

We are experienced in the field and our certified financial planners take an advisory approach towards finances. We are the best in the industry and help you manage critical aspects such as retirement and superannuation, investments, insurance, taxes and estate with ease.

To help you invest better, our advisors help you make an investment portfolio that will maximise returns. They will also help you decide which investments are beneficial in the long run and on which you can get tax concessions. We also help you device an investment plan that is best for you as well as your business and that complies with your retirement plans.

SF Advisory has various unique selling points such as:

  • Qualified team
  • Experience in the field
  • Customised financial solutions
  • Trusted network of clients

To avail our financial advisory services in Dandenong West, call us 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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