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Investment Advisor

Expert Investment Advisor in Melbourne

Being an experienced investment advisory company in Melbourne, we believe that, investing is a powerful wealth creation tool. The key to successful wealth creation lies in how effective goal setting, planning, and implementation to achieve those goals.

Managing an investment portfolio can be highly multifaceted considering the numerous products, diverse investment options, and complex tax implications are all factors to consider whether you are interested in starting an investment portfolio or if you are an experienced investor looking for greater growth. Based on extensive research that is specifically tailored to your risk tolerance, financial objectives, investment time frame, and tax and legal implications; our investment strategy advisors assist in designing a tax effective plan to build an investment portfolio that creates the maximum returns for their clients. The process consists of a comprehensive explanation of all your investment options, assistance in the construction of your portfolio through investment selection and asset allocation and the continual management of your portfolio.

We as experienced investment advisors recommend an effective mix of investments for your circumstances and aspirations:

  • Property Investment Analysis
  • Self-Managed Superannuation Funds (SMSFs)
  • Direct Shares
  • Cash Management Accounts
  • Term Deposits
  • Managed Funds
  • Exchange Traded Funds (ETFs)
  • Debt Management
  • Gearing Strategies
  • Margin Lending
  • Saving Strategies
  • Dollar Cost Averaging

Our investment advisor in Melbourne upholds the expertise through experience to ensure that your investment decisions are approached with confidence in your knowledge.

Talk to our expert investment advisor today for safe property investment advice in Melbourne.

Testimonials

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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Thomas and Judith Carroll

I have been a client Smart Financial Advisory for 16 months now and am pleased to recommend their services. In just a short time the investments they suggested to..

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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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Google Rating
4.0
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