smart-financial

Make your finances work for you.

Life is long. Plan SMART

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We build long term relationships with our clients and provide value to you by taking the time and interest to help you. Our advice is always clear, easy to understand and with an evenhanded approach we focus on retaining, protecting and building wealth.

Michael Misiti
Director/Financial Planner

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Services

It would be nice to know that something you cared so much about and worked so hard for was given the financial strength and direction to exist and grow for generations to come.

Financial Planning

  • Pre-Retirement
  • Post-Retirement
  • Building Wealth
  • Centrelink Advice
  • Redundancy
  • Lifestyle

Life Insurance

  • Personal Insurance
  • Loss Of Life
  • Disability Cover
  • Serious Illness
  • Income Replacement
  • Estate Planning

Business Planning

  • Business Estate Planning Insurance
  • Employee / Employer Superannuation

Get SMART today. Contact us and we'll show you how.

Find Us

We help create secure financial futures

Ph: 02 4295 3331

Fax: 02 4295 3336

Email: reception@smartfinancial.com.au

australia-unity

Smart Financial Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd ABN 26 098 725 145, AFSL & Australian Credit Licence No. 234459, 114 Albert Road, South Melbourne, VIC 3205

Wollongong (by appointment):
Office 1, Diamond Plaza 65-67 Burelli St, Wollongong NSW 2500

Sydney (by appointment):
6/88 Phillip Street, Sydney NSW 2000

Send us a message and let us help you.

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