About us

We help you design a financial plan to live the future you’ve earned.

At Smart Financial, we want to help you achieve clarity so that you can envision a direction for your financial journey. By getting to know you, your family, your values, and your hopes we can help you clearly visualise your financial future and structure a plan to help you achieve this vision. We will help you every step of the way, supporting you through any changes and challenges you may face.

We establish a long-term partnership with you, taking the time to properly get to know you and your family so that we can tailor our advice to your specific needs. To us, you’re more than just a number and we pride ourselves on our approachability and delivering open and honest guidance.

The technical expertise and experience that the team at Smart Financial possess can help you in all aspects of your finances, from setting goals and managing your cash flow to exploring retirement and aged care options. Our team will help you achieve peace of mind knowing that your wealth is not only protected, but also growing. 

Smart Financial is deeply imbedded in the local community, having been established in Shellharbour over 10 years ago. Now with multiple offices in the region, all of our advisers are long-term residents of the area and so not only share your values but your local heritage as well. Smart Financial is privately owned with no exclusive alignment to any major financial institution, so we only ever have your best interests at heart. 

smart financial team shellharbour

Meet our team

At Smart Financial we help people just like you to discover everyday freedom. Part mentor, part coach, we’re more than a traditional financial adviser. With a variety of backgrounds we all have differing passions and specialities, but we all share a strong commitment to our clients, a solid sense of professionalism and, perhaps most importantly, we are all ‘real people’ with the same values and concerns as many of our clients.

Our team

Why choose us?

Clarity - Direction for Your Financial Journey

We start by taking the time to understand you and your family—where you are today, your values, and your hopes for retirement. We use this understanding to help you clearly visualise your financial future, and then build you a straightforward, personalised plan to achieve this vision. We are with you every step of the way, helping you navigate change and delivering clarity throughout all stages of your financial journey. You can be confident that you have a sound plan for your family’s future and your retirement.

Partnership - Your Trusted Adviser and Coach

We pride ourselves on being approachable, proactive and delivering open and honest interactions and guidance. We leverage our personal experience and expertise to better understand your needs, and provide you with an alternative perspective. You’re more than just a number to us—we truly want to get to know and your family so that we can better tailor a solution that suits your specific needs. We work hard to establish a long-term partnership with you—this way, you know that you’re respected, supported and understood.

Expertise - Technical Knowledge for Solid Financial Management

The Smart Financial team possesses in-depth technical expertise and experience to help you set goals, manage your cash flow, secure and grow your wealth, protect your assets, and explore your retirement and aged care options. We consider your current financial position, and your plans, to build a strong platform for your future. Our regular reporting helps you update your financial plans as your life evolves. With Smart Financial, you have the security of knowing your wealth is not only protected, but growing.

Local - An Established Team with a Regional Focus

Smart Financial was established in Shellharbour over 10 years ago and, today, has multiple offices throughout the region. All our advisers are long-term residents, deeply embedded in the local community, and all our clients have direct access to the leaders of the business. Privately owned and not exclusively aligned to any major financial institution, you can rest assured that we are unbiased and act only in your best interest. Wouldn’t you rather partner with someone who shares not only your values, but your local heritage as well?

Let’s talk about the financial plan you deserve

Contact us
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