When money decisions feel big, we bring clarity to your next steps.
A locally owned financial advice firm based at Warilla and Nowra, and servicing clients Australia wide, Smart Financial helps you make smart, confident decisions about retirement, wealth, tax and lending through practical advice and personal support.
In 2007 our founder, Michael Misiti, started Smart Financial and has since grown from one adviser to over 13 advisers, making us one of the largest Financial Planning organisations in the country.
Michael was joined by his sister, Anna Misiti-Ayala, from inception, overseeing all business operations. Now, with more than 30 staff in total, we support clients across Australia, and overseas, thanks to our ability to add value in person or online.
Long term relationships remain at the heart of our business, which has been built on integrity and trust for nearly 20 years.
We’ve grown steadily through strong relationships, referrals and local clients who have shared their experience with friends and family. We’re proud of that, because their trust says a lot about how we work.
And while the business has grown, our guiding principles remain the same. Smart Financial is built to feel personal. You know who is sitting across the table from you, and you can trust we’ll take the time to get it right.
The moments people come to us are rarely small ones: retirement, big decisions, business growth, inheritance, loss, family change. These are the times when you need someone you can rely on to guide, reassure and advise.
That’s the kind of personal support you can expect from the people here at Smart Financial.