Our services

Smart Financial possesses the in-depth technical expertise and experience to deliver a raft of financial planning services. We can 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. We help you design a plan to live the future you’ve earned.

Retirement Planning

Retirement Planning

With our forward-thinking, growth focused retirement advice, you gain the security and confidence that your wealth is protected — enabling you to live the retirement you deserve.

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Investment Advice

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.

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Superannuation Advice

Superannuation Advice

Smart Financial simplifies superannuation planning. By examining your unique needs, we can tailor a superannuation plan that enables you to live the lifestyle you’ve earned in retirement.

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Insurance Advice

Insurance Advice

Our diverse, proactive insurance advice can help minimise your risk and ensure that your assets and your family are protected — no matter what life may throw at you.

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Estate Planning Advice

Estate Planning Advice

Effective estate planning requires so much more than just a will. Our holistic approach to estate planning gives you complete peace of mind that your family is looked after, should the unthinkable happen.

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Tax Planning Advice

Tax Planning Advice

We can help you implement tax-effective investments, restructure your mortgage and ensure your wealth can be passed down to future generations with the least amount of taxation imposed.

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Aged Care Advice

Aged Care Advice

Whether you’re investigating aged care for yourself or a loved one, we can help manage your expenses, assets and estate to relieve your stress and ensure your wealth is safe and sound.

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Let’s talk about the financial plan you deserve

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