SmartMoney delivers industry-leading financial strategies that help you maximise the use of your money, minimise tax payments and put more cash in your pocket.
Transform your life
Unique, personalised financial advice that ensures a comfortable future for you & your loved ones.
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We make wealth management accessible and affordable so every Australian can turn their aspirations into reality and live without money worries - no stress, no sleepless nights.
40+
Years’ experience
$320m+
Wealth created
$7.2m
Taxation savings
1,100+
Happy customers
By making wiser decisions with your savings, we prepare you & your family for
a future with financial security
We’re perfect if you want to…
Pay off your mortgage and be 100% debt free
so you can save money for you and your children or invest more for your own future lifestyle!
Minimize the amount of tax you pay
so more of our hard-earned cash ends up in your pocket and can be spent on things you actually enjoy!
Retire early and in complete comfort
so you don't have to work yourself to the bone to provide for retirement!
Never have to stress about money again
so you can go to bed at night without worrying about bank balances or bills!
By partnering with us, we’ll turn your wildest plans into life-changing results through sensible, strategic financial decisions (seriously - we’re not kidding!)
Get your Free Consultation
We understand that looking after your personal finances can be complicated, time-consuming & stressful...
But you don’t need to go through it alone. It’s our job to make you smarter with your money and help you achieve your financial and personal goals - whether you’re looking to buy a new home, save for retirement or just go on more holidays!
If you’re answering ‘Yes!’ to any of THESE questions, we might be right for you…
Is it taking an age to pay off your mortgage?
And you’re worried about losing control of your other personal debts…
Do you feel like you’re handing too much money to the tax man?
But you don’t know how to keep that hard-earned cash in YOUR pocket…
Are you looking for proven methods of investing money wisely?
But you wouldn’t have a clue where to start if you tried it yourself…
Is it stressing you out when you think about retirement funds?
And you’re not 100% sure on how you can sustain your lifestyle when you’re older…
Do you want to financially support your children and loved ones?
But you don’t want to live too frugally or eat into your savings…
Are you ready to finally take control of your finances?
So you don’t have to worry about the future or letting anyone down…
Our passion is to improve the financial situation of every Australian so they can live comfortably now & for years to come
Our Services
We offer a range of services that take the weight off your shoulders and manage your wealth in the best way possible. Smart financial strategies shouldn’t be reserved for the rich and famous - so all of our solutions can be tailored to fit your budget.
- Financial Advice
- Investment Management
- SMSF
- Property Investment
- Personal Insurance
- Retirement Solutions
- Mortgage Broking & Advisory
- Estate Planning
Financial Advice
To be honest, most people think they could be doing more with their money. But it’s easier said than done, right?
Investment Management
Want to get started with the share market but don’t quite feel comfortable taking the first step?
Self-Managed Superannuation Funds
If you want to put control of your super investments back in your own hands, you’ve come to the right place!
Property Investment
If there’s one thing we’ve learned about Australians over the years, it’s that they LOVE owning their own home.
Personal Insurance
As we all know, life can change in an instant. And if you or your family is deprived of your income for an extended period of time, things can get pretty tough.
Retirement Solutions
Retirement shouldn’t be the time when you stop living a comfortable life. In fact, we say it should be the opposite!
Mortgage Broking & Advisory
When it comes to buying or refinancing a property, we make sure you have the right loan structure so that you can do what you want to do, precisely when you want to do it.
Estate Planning
Estate planning is essential for anyone who owns a property or share portfolio - the last thing you want is to lose control of your financial assets when you’ve worked so hard.
Our values set us apart from
the so-called ‘Big-time’ providers
We have a strong family focus
Our financial strategies are delivered with honesty, integrity and empathy – centered around making the right choice for you and your loved ones.
We help everyone control their finances
Our mission is to make wealth management accessible and affordable so we can educate every Australian on how to plan for a comfortable financial future.
We put more money in your pocket
It’s our core requirement to manage your money effectively – and that’s exactly what we do, helping 1100+ clients protect their hard-earned wealth.
We have industry leading experience
Our team is made up of friendly, reliable experts with years of knowledge who work tirelessly to deliver the right solution for you and your loved ones.
And above all… We really do care!
That’s why we’re trusted by people across Australia
5.0 APPROVAL RATING
You’ve probably got enough on your plate already…So why take on worries that you don’t have to?
When it comes to your financial future, SmartMoney has your back. And we get a real kick out of helping Australians solve their monetary issues and inefficiencies. So... If you’re ready to see where our strategies can take you…
Let’s get started!
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