Following the latest Government announcement that Victoria is going into its Sixth lock down for 14 days starting from 6th Aug 2021, we will be back to the office on 24th Sept 2021 dependent on the Government's newest decisions.
Any urgent issues please ring 0402 895 593 directly.

Services

Superannuation

From choosing a fund to getting the investment combination right, we’ll make super seem simple, so you can maximise your nest egg and enjoy a comfortable retirement.

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Self-Managed Superannuation Funds (SMSF)

SMSF allow for you to gain control of your financial future. They also offer greater tax planning flexibility, which would otherwise be unattainable with other superannuation funds.

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Retirement

If you are thinking about retiring or, reducing your work hours, plan for tomorrow with the right strategy so you can live out the life you deserve.

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Insurance

We ensure that you and your family will remain financially secure in the event of any unforeseen health issues. 

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Business Protection

Whether you are running a small or large business, we are here to assist you to meet all the challenges you may face in times of uncertainty and protect you and your business.

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Centrelink

You may be eligible to receive some Centrelink payments in addition to your investments and employment earnings. We can apply for these payments on your behalf.

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Investment

We develop evidence-based investment strategies that are tailored to helping you achieve what’s important to you.

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Estate Planning

In order to protect those we leave behind, it is important to have all the right documentation in place. 

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Aged Care

If you are 75 years or over, aged care advisor from SMART Financial Advisory can help you facilitate a goal directed care plan

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