Investment Advice

Our transparent, ethical investment advice helps you maintain and grow your wealth. We can help you make wise, low-risk investment decisions tailored to your long-term goals and values.

At Smart Financial, we believe that by simplifying and clarifying your investment decisions, you will feel empowered and in control of your finances. No matter your position in life, we’re here to help you along every step of your financial journey, ensuring that you can reach your goals and dreams.

investment advice shellharbour

Our Investment Advice

Choosing what to invest in to grow your wealth can be difficult—there are so many options available, many of which may not be right for you. Smart Financial can help you make smart, educated decisions on effective financial investments.

Investing can be a very personal decision, and everyone’s risk tolerance will differ depending on your financial position and general disposition. We take the time to understand what you want out of your investment portfolio and make it a reality.

By meeting with an investment advisor at Smart Financial, we can help you:

  • Determine your objectives for your investment portfolio, both short and long-term
  • Track your investments inside and outside your superannuation
  • Make decisions based on the ever-changing market
  • Understand and assess your current financial position
  • Discuss your appetite for risk-taking
  • Grow your investment portfolio
investment advice

The Value of Investment Advice

There is an inherent risk and volatility when you decide to invest. By seeking investment advice from Smart Financial, we can help you secure stable and long-term cash flows by maximising your income streams. With our ethical, transparent advice, you can make wise, effective investments and reduce your risk profile.

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 you 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 your financial goals

Contact us
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