From choosing a fund to getting the investment combination right, we'll make super seem simple, so you can maximise your nest egg and enjoy a comfortable retirement. SMSF allow for you to gain control of your financial future. They also offer greater tax planning flexibility, which would otherwise be unattainable with other superannuation funds.
If you are thinking about retiring or, reducing your work hours, plan for tomorrow with the right strategy so you can live out the life you deserve. We ensure that you and your family will remain financially secure in the event of any unforeseen health issues. Whether you are running a small or large business, we are here to assist you to meet all the challenges you may face in times of uncertainty and protect you and your business.
If you are thinking about retiring or, reducing your work hours, plan for tomorrow with the right strategy so you can live out the life you deserve. We ensure that you and your family will remain financially secure in the event of any unforeseen health issues. Whether you are running a small or large business, we are here to assist you to meet all the challenges you may face in times of uncertainty and protect you and your business.
Services
At SMART Financial Advisory, we treat our clients as unique individuals rather than numbers. We listen to our clients' needs and believe that our clients value our financial advice. The financial planning relationship with our clients goes beyond a single transaction. Our philosophy, in regards to financial advice, is based on a mutual understanding with our clients, and has been developed and refined over many years of experience.
I was very impressed with her professionalism and her handling of my situation. Especially now in this current financial crisis, Pallavi has been very quick to monitor and stay on top of the situation for her clients. Well done and i have no hesitation in recommending anyone to use her professional services.
Define the goal as much as possible with no ambiguous language. WHO is involved, WHAT do I want to accomplish, WHERE will it be done, WHY am I doing this (reasons, purpose), WHICH constraints/requirements do I have? Is the goal worthwhile and will it meet your needs? Is each goal consistent with other goals you have established and fits with your immediate and long term plans?
SMART Financial Advisory takes pride in being a financial planning firm that focuses on creating a difference in the lives of their clients through providing the highest standard of service. We deliver tailored strategic solutions across a broad range of financial planning services that has been helping Australians achieve their financial goals and freedom.
SMART Financial Advisory works in consultation with other professionals to provide our clients with the best opportunities and service to achieve their goals and objectives. Zimsen Partners is a Melbourne based advisory firm that provides you with excellent business and accounting solutions. They are specialised in accounting, taxation, superannuation, domestic and international business planning.
Reviews (5)
Srinivas Sonti
Jan 27, 2021
Report
To be honest, I never trusted or relied on anyone for my financial planning. But this all changed the day I met Pallavi 3-4 years ago.
She always exhibits a positive demeanour. She is very open, honest and takes time to listen. Once my financial situation, priorities and long term plans are discussed, fine tuned and agreed to, she takes time to go back and research the market to get the best actionable goals that meet these plans and provide the best ROI. I like this approach quite a lot.
Pallavi and her team always have gone above and beyond to ensure I am on track with my financial goals. If
She always exhibits a positive demeanour. She is very open, honest and takes time to listen. Once my financial situation, priorities and long term plans are discussed, fine tuned and agreed to, she takes time to go back and research the market to get the best actionable goals that meet these plans and provide the best ROI. I like this approach quite a lot.
Pallavi and her team always have gone above and beyond to ensure I am on track with my financial goals. If
Neil Raslan
Jun 20, 2020
Report
I was referred to Pallavi by my accountant, Zimsen and Partners, and am so glad i listened to them.
Plalavi is very approachable and understanding and very thorough in her work.
I was very impressed with her professionalism and her handling of my situation. Especially now in this current financial crisis, Pallavi has been very quick to monitor and stay on top of the situation for her clients.
Well done and i have no hesitation in recommending anyone to use her professional services.
Neil Raslan
Client
Plalavi is very approachable and understanding and very thorough in her work.
I was very impressed with her professionalism and her handling of my situation. Especially now in this current financial crisis, Pallavi has been very quick to monitor and stay on top of the situation for her clients.
Well done and i have no hesitation in recommending anyone to use her professional services.
Neil Raslan
Client
Sam G.
Aug 24, 2019
Report
John Farrell
Jul 31, 2018
Report
I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015. I am very satisfied with the advice given and feel secure in the direction my finances have taken since. The professional approach to my initial enquiries gave me confidence that a comprehensive plan has plotted my future in the right direction.
When necessary, Pallavi has further advised of corrective measures to update the course in changing circumstances. This overview gives me assurance that I am not alone but rather in a partnership to secure success
When necessary, Pallavi has further advised of corrective measures to update the course in changing circumstances. This overview gives me assurance that I am not alone but rather in a partnership to secure success
Ken Smart
Jun 19, 2018
Report
