We understand that keeping control of your personal finances is complicated, time-consuming & stressful. We take the weight off your shoulders by exploring your personal aspirations & delivering the best strategies for financial success so you can make wiser decisions with your savings and ensure a future without money worries!
Using 40+ years of experience, we turn your personal aspirations into reality by helping you be smarter with your money…
Our clients usually come to us with little knowledge of financial strategies but big plans for the future. And that’s absolutely fine. It’s only natural to get excited by your hopes and dreams (even if you don’t know exactly how to reach them). But here’s the thing… Who says dreams can’t be reality? At SmartMoney, we get a real kick out of turning your wildest plans into life-changing results through sensible, strategic financial decisions
Here are some of the ‘dreams’ we’ve
made happen for our clients
Pay off your mortgage and be 100% debt free
Minimize the amount of tax you pay
Retire early and in complete comfort
Never have to stress about money again
Thing is, you already have the tools to do ALL of these things - professional career, good income, stable lifestyle and more. The only aspect of success you might be lacking is the ability to make the right financial decisions. But why should you? Creating a stable financial plan might not be your speciality.
Thankfully, that’s where we come in…
Since we began, we’ve created over $320,000,000 total wealth for our clients!
Here’s what they used it for... (and so can you!)
Tim & Tracey are on track to pay off their mortgage in less than 10 years and save $170,059 in interest payments. They’re projected to add $422,326 to their retirement fund and save $10,000 every year in tax – all while maintaining regular travel!
Anton & Ceri are on track to pay off their debt 14 years faster, save $149,753 in interest and add $486,885 to their retirement fund. Their son’s investment account is projected to be worth $170,484 by the time he’s 20!
At SmartMoney, there are countless reasons why Australian families rely on us time & time again
Here are just a few...
We have a strong family focus
Whether you already have a family or are planning one for the future, we want to make sure everyone is set up for whatever – and whoever – might come along.
We want to give you complete confidence in your financial future – not just for the next few years, but for generations to come. We always plan for the long-term!
That’s why our strategies are delivered with honesty, integrity and empathy – centered around making the right choice for you and your loved ones.
We do what’s best for you (not the big banks!)
Here’s something scary… Most wealth advisory businesses are aligned with financial institutions or product providers. And it means they can never be truly objective.
Their advice might not be what’s best for you and your family – and they try to sell you additional products that help them more than their clients. But we don’t…
We only answer to one person… you! Our sole focus is to create strategies that get you results you’ve always dreamed of – with financial guidance that’s right for you.
We put more money in your pocket
The proof is always in the pudding. And we’d be nothing if we didn’t deliver the best results possible when it came to your personal finances and future savings.
It’s our core requirement to manage your money effectively – and that’s exactly what we do, helping over 1100+ clients and families protect their hard-earned wealth.
With more than $7.2 million in combined tax savings alone, we’ve been creating lucrative retirements and comfortable futures for as long as we can remember!
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. We run our business from the cutting-edge of the industry to help you react in the best way possible to any changes in the market or your personal life.
Your financial portfolio will always reflect these changes – whatever they may be – and will continue to work hard for your future of financial freedom.