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.
Thank you so much Pallavi and Erika for your work in these difficult times! Much appreciated.
Amazing service from very light people with positive attitude
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.
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.
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