Transform your life

Unique, personalised financial advice that ensures a comfortable future for you & your loved ones.

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.

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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…

Yes! Let’s solve my money worries!

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

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

"The team at Smart Money Wealth Management have made our journey to financial freedom easy. Genuine and supportive to their clients... while demonstrating well planned approaches to wealth in our family. No more living week-to-week."

- Tim MacDonald

"It's rare to come across a business that takes pride in it's work. The guys at SmartMoney think totally outside of the box which allows for more options when borrowing or investing. When other companies said no, or didn't want to work, these guys have listened to everything, took on board our requirements and found a way to meet most if not all expectations with sound reasoning and knowledge of what is and isn't possible."

- Robert Faris

"Smart Money has given me advice in areas including Loan Products, Superannuation and Managing Debt. The team was great in explaining my options and the benefits/non benefits of each option. Through their knowledge and experience, I felt confident the advice was right for me.”

- Deborah, 46 years old

"The team at Smart Money have been assisting us with financial advice for the past 12 months and have never failed to give us the best advice. They’re respectful of our ideas and give sound feedback with a sense of humour  - which really helps when dealing with money, markets and our future.”

- Riccardo, 55 years old

“The Smart Money team works extremely hard and bends over backwards to achieve the best results. We are very grateful that we have found financial advisors we can trust and help us build our portfolio. We look forward to a long lasting relationship with Smart Money!"

- Michael, 37 years old

Download Our Free eBooks

  • 8 Critical Money Management Factors
  • Secret of Debt Recycling
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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!

Our expert advice has been featured in:

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