Prepare for tomorrow, make the most of today

The Value of Financial Advice

At Smart Start Financial Services, we believe in the value of financial advice. In today’s complex and everchanging financial world, it’s never been more important to seek qualified and experienced guidance to help you secure a successful financial future.

Our major goal is to make it easier for all Australians to access and benefit from receiving the right advice for their individual needs and objectives.

Whether it be simple fact-based information to make your own decisions or holistic advice from a qualified financial adviser, at Smart Start Financial Services, we’re here to help.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

The role of a financial adviser

A qualified financial adviser will work with you and take into account your whole situation and unique circumstances. They will tailor a plan to help you achieve your short and long-term goals as well as protect you, your assets and loved ones.

A financial adviser will help you:

  • Invest tax-effectively
  • Choose the most appropriate investment strategy
  • Make the most of your super
  • Protect your assets
  • Protect you and your family
  • Plan for retirement

Importantly, research tells us that the benefits of financial advice extend far beyond measurable financial gains – to improved physical health and well-being and increased personal happiness.

Insights

What our clients say

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

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