Mentone is known for its Beaches and Shopping Areas. However, its major income come from professional, scientific and technical services.

The biggest professional services are like Personal service income (PSI) which are eligible to various tax concessions and government rules. On the other hand, the smaller professional, scientific and technical services are like Small Business Entities which are eligible to various tax concessions on income tax, GST, etc.

Why Hire Certified Financial Planner

To understand these concessions, rules and rebates, you will need to put in a lot of time and patience along with appropriate knowledge. To make this task easier and hassle free, hire a financial advisor in Mentone will be your best choice.

A certified financial planner can help you with tax planning, estate planning and retirement planning and help you to manage and utilize finances in a better way. They also analyze financial statements, adjust accordingly and advice on how to maximize gains and savings. Financial advisors are familiar with the investments options that will generate profits in the long run plus tax rebates. Hence, they help an individual or a business choose client-tailored investment portfolios and review periodically to maintain or achieve higher returns.

Financial Advisor Near You at Your Service

SMART Financial Advisory is the most superlative financial advisor near you. It provides different clients with most unique solutions which include but are not limited to:

  • The best financial experts team
  • The best customer services
  • The best consulting services
  • Effective communications
  • Long-term and solid business relationships
  • Strategic plans based on various financial situations
  • Financial solutions that help maximize wealth

SMART Financial Advisory is second-to-none in the industry and providing efficient solutions for retirement, insurance, investment, estate and other financial needs.

Let us help you maximize your gains and be life confident. Give us a call today.

Enquire Now

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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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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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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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