“To be honest, I never trusted or relied on anyone for my financial planning. But this all changed the day I met Pallavi 3-4 years ago.
She always exhibits a positive demeanour. She is very open, honest and takes time to listen. Once my financial situation, priorities and long term plans are discussed, fine tuned and agreed to, she takes time to go back and research the market to get the best actionable goals that meet these plans and provide the best ROI. I like this approach quite a lot.
Pallavi and her team always have gone above and beyond to ensure I am on track with my financial goals. If and when I deviate due to other life issues, they follow up and guided me to stay on course. She always watches our investments and takes steps to stay on top. Recent changes she suggested to my Super investment options during the COVID 19 crisis have saved me immensely and I can only be thankful for her foresight and proactive approach.
I love our yearly review catch-ups. We go through the changes to our financial situation if any and review all our goals to ensure they are still aligned to my long term plans. She explains to me how our investments performed, what else can be done to ensure better returns this time. This reinforcement is great for someone like me who lacks time and market knowledge.
Thanks, Pallavi for all your guidance. Please stay safe and healthy and I sincerely look forward to meeting you again and continuing our association.
I highly recommend anyone who wants to get their finances right to use her professional services.”
– Srinivas Sonti,
“Thank you so much Pallavi and Erika for your work in these difficult times! Much appreciated.”
– Samuel Beckham,
“Amazing service from very light people with positive attitude”
– Natasha Marchev,
“Plalavi is very approachable and understanding and very thorough in her work.
I was very impressed with her professionalism and her handling of my situation. Especially now in this current financial crisis, Pallavi has been very quick to monitor and stay on top of the situation for her clients.
Well done and i have no hesitation in recommending anyone to use her professional services.”
– Neil Raslan,
“I would like to extend my thanks for your professionalism in what must be an extremely difficult time for you at work. I have noted the change of my fund strategy to a conservative cash saver earlier this month. I am very happy with your decision to do this.“
– Samuel Beckham,
“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