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.
Transforming distribution and marketing with key capabilities in customer insight and analytics, omni-chan
Transforming distribution and marketing with key capabilities in customer insight and analytics, omni-chan
Transforming distribution and marketing with key capabilities in customer insight and analytics, omni-chan