Home > Blog > Case study: Growing wealth and building a trustworthy relationship with your advisors
Finding the right person to trust with your personal financial information and retirement plan is essential. See how the SMWM team helped the Younes family.
July 28, 2021

Case study: Growing wealth and building a trustworthy relationship with your advisors

Case Studies

Growing wealth and saving for retirement can be intimidating and overwhelming. When Elias and Katherine Younes knew it was time to plan for the future, for both themselves and their children, they knew it was time to meet with financial experts. With money management guidance and assistance from SmartMoney Wealth Management, the Younes family felt confident in their ability to meet their financial goals down the line.

Building a trustworthy relationship with your advisors

Finding the right person to not only trust with your personal financial information but also to steer you in the right direction toward financial freedom, is essential. The Younes' found that their experience with the advisors at SmartMoney Wealth Management proved to be satisfactory based on their willingness to answer all of the questions, simple and challenging, and to do so in a timely manner.

"They make you feel like it is a partnership between you and them…"

The advisors took care of it all: From chasing the bank for pre-approval or nudging builders for accurate invoicing, to answering each and every question that surfaced, the Smart Money Wealth Management team consistently goes above and beyond, as the Younes' described:

"[We are] not just a number. When I have a specific set of circumstances with a specific set of goals, they take this on board and give me options. Ultimately it's up to me to take the option I prefer the most, but they have thought through each circumstance, not just a one-size-fits-all."

The SmartMoney Wealth Management experience

When the Younes' went to SmartMoney Wealth Management looking for guidance on wealth growth and retirement, they were surprised to learn about the array of financial strategies and solutions available to them. Services utilized by the Younes family included:

  • No matter what financial query was brought to the surface, the SMWM team had a solution.Full suite of financial services, including cash flow advice, SMSF and personal insurance: SMSF management with cash and shares. Expert market knowledge from the advisor made the Younes' confident that their money was growing toward their long-term goal.
  • Mortgage broking: SmartMoney Wealth Management found the family the best possible rate.
  • Property investment: With the Younes' working in property development, the family was surprised to learn about the expert knowledge about investment areas from the SmartMoney Wealth Management team.

"They always get back to you in a timely manner. You know your shares are being monitored, and you can challenge their thinking and come out with more of an understanding. They make you feel like it is a partnership between you and them, rather than you being pigeon-holed into a strategy because you suit a certain demographic."

From cash flow management and planning for retirement to investing your money in the best way possible, SmartMoney Wealth Management has the solution. Learn more about our services today.

Leave a Reply

You might also like

04th Aug 2021

Case study: How professional expertise spearheaded property investment opportunity

Read More

28th Jul 2021

Case study: Growing wealth and building a trustworthy relationship with your advisors

Read More

14th Jul 2021

Traps around refinancing loans and how to avoid them

Read More

See all blogs