Financial Planning

Helping you establish your financial goals and dreams

What our clients say

"Amanda is an outstanding representative for Smart Financial. The advice and then management of our finances has been invaluable. We continue to be guided by her advice and look forward to a long relationship."

Kenneth Horsley

"James communicated well he provided me with good sound advice on my finances going forward and I would highly recommend anyone seeking financial advice to contact him."

Richie Kanahooka

"Jess has helped me with business, investment and debt management advice. He is able to understand my needs and offers me timely solutions to help me reach my business and private goals."

John Meroo Meadow

"Jye is a very professional adviser, knowledgeable and willing to listen to any concerns we raised. Jye is always available if we have any questions regarding our finances. I would highly recommend Smart Financial and especially Jye Marks as your adviser."

Roger Flinders

"We have had the pleasure of working with Amanda Pond from Smart Financial for many years. During this time, we have found Amanda to be professional, available and proactive. Her excellent advice allowed our family financial security which was extremely helpful and reassuring when difficult times hit."

Rebecca Farmborough Heights

"Jess is a fantastic adviser and very knowledgeable. I was very confused after meeting with different advisers wanting me to do different things but Jess was very understanding of my position and made me feel very comfortable. I have recommended him to my family and i would recommend him to all my friends."

David Shell Cove

Are you ready to plan the future you deserve? We help give you the confidence to make smart financial decisions through life.

Financial Planning

About us


Helping you establish your financial goals and dreams

At Smart Financial we want to help you achieve clarity when envisioning your financial goals and dreams.

We’ll work with you in a long-term partnership that will deepen and evolve over time. Our team are all part of our local community, so we share and understand your values and heritage. We will assist you to bring your financial goals and dreams to fruition, employing our expertise and experience to address all aspects of your finances.

Our highly qualified team is the perfect size to provide you with individualised attention, while simultaneously drawing on a wide breadth of knowledge and experience.

Why choose us
warilla smart financial
nowra smart financial

Our locations

We have established offices in Warilla (Head Office) and Nowra. If you would like to make an appointment to discuss your goals with one of our advisers don’t hesitate to get in touch.

Learn more

Let’s talk about your financial goals

Contact us
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