Deciding whether you need to hire a financial advisor near you? It is a proven fact that people who associate with financial advisors are happier with their finances.

Financial advisors ensure that despite your financial situation, your goals and retirement plans are not compromised. They also make sure that you don’t face problems despite major changes in the economy. They save your time and money and help minimize risks while maximize wealth. A certified financial planner designs plan as per your needs and help manage these in the best manner possible. Your investments, insurances, and estates are all kept in supervision continuously. A financial advisor also helps you understand the financial concepts that you are struggle with.

If you are looking for a financial advisor in Mordialloc, SMART Financial Advisory is a perfect fit.

The Right Financial Advisor Near You

Mordialloc, or muddy creek as per its aboriginal past, is well known for its beaches and ports. However, the economy is highly dependent on manufacturing.

A financial advisor who understands the provisions for manufacturing industries is the right choice in this region.

A financial advisor should, thus, be familiar with government grants, provisions, and taxes associated with manufacturing. He should also be aware of tax exemptions for small businesses. Moreover, he should understand GST and ATO regulations with respect to manufacturing and impart advice accordingly.

SMART Financial Advisory is aware of all of these and hence it is the right selection for financial needs in Mordialloc.

Certified Financial Planner for Retirement

SMART Financial Advisory takes proper care of everything in relation to retirement planning. We help you transfer to retirement (TRR), help with superannuation needs and with issues related to Annuity, allocated pension and lifetime pension. Thus, we are your one-stop solution for optimal retirement planning. We take care that your retirement goals are met.

Let us help you maximize your gains and be life confident. 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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