Why Us

At SMART Financial Advisory, we treat our clients as unique individuals rather than numbers. We listen to our clients’ needs and believe that our clients value our financial advice. The financial planning relationship with our clients goes beyond a single transaction. Our philosophy, in regards to financial advice, is based on a mutual understanding with our clients, and has been developed and refined over many years of experience. Most importantly, we understand that as your life progresses, your situation and priorities may change, as such our advice process includes the crucial element of ongoing financial planning reviews and support to ensure that you remain on track to achieving your desired outcomes. Our experience has proved that by adopting a consultative approach, we are able to better define our client’s financial goals and visions.

Our highly qualified financial advisers provide advice based on evidence and research, evaluation of all options available, recommendations and the implementation of such recommendations uniquely devised for you. Typically, our clients are referred by existing clients and other accounting and finance professionals, such as accountants, mortgage brokers and lawyers, with whom we have developed a strong and trusted network.

At SMART Financial Advisory, we are enthusiastic about looking after our clients and believe firmly that the best reward for us is client satisfaction.

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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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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