Testimonial

“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 me have returned a very good result. I also like the way they keep me fully informed, any emails or telephone calls are always promptly attended to“

– Thomas and Judith Carroll,

“Very friendly adviser who knows her stuff. We’ve been very happy with how our finances have been setup.“

– Ken Smart,

“I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015. I am very satisfied with the advice given and feel secure in the direction my finances have taken since. The professional approach to my initial enquiries gave me confidence that a comprehensive plan has plotted my future in the right direction.

When necessary, Pallavi has further advised of corrective measures to update the course in changing circumstances. This overview gives me assurance that I am not alone but rather in a partnership to secure success.“

– John Farrell,

“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 I’m very happy with the outcome“.

– Ross Peters,

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 with what advice they got, I still felt that they needed more.

Honestly, I am glad to say that the clients I have referred to Pallavi to date have all been fully satisfied with the advice and directions she has given them.

– Unique Tax Solutions PTY LTD, Hilary Taylor,

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 really amazes me was the amount of time she spent on listening to the clients’ needs and analyzing their individual circumstances in order to provide the best professional recommendations to help client achieve their goals.

Her professional, ethical and caring demeanor has earned my trust and respect; I am confident that Pallavi is developing her business for the long term because she always has client’s best interest at heart.

It has been fantastic 2 years working with her and I believe there are many more years to come. I would gladly recommend Pallavi and Smart Financial Advisory whenever possible.

– Zimsen Partners PTY LTD, Dancy He,

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 to my needs. With their service & advise, Smart Financial has allowed me to be comfortable & confident in retirement & cannot speak more highly of them.

– Jim Coull, Client