Company overview

At Smart Financial Solutions, we believe financial services isn’t a one-size fits all approach. Our initial consultation allows us to take the time to get to know you and understand your current financial situation and your goals for the future.

Our team of experienced professionals understand that as life progresses, so do your financial needs. From the time you open your first bank account, to purchasing a home to planning for your family’s financial security after you are gone; our team of experienced financial strategists are there to guide you throughout your financial future.

Smart Financial Solutions continues to grow every day, thanks to the confidence our clients have in us. We cover many industries such as financial, insurance and property.

Finance

As privately-owned professionals, our non-biased mortgage brokering service offers quality, creditable brokers who actively assist you in obtaining the most appropriate loan and loan structure for your needs. Our brokers have many years of experience, professionalism and knowledge within the banking and financial industry – and our access to an extensive range of lenders ensures we fit the right loan to suit your needs.

Insurance

Our experienced advisors can help identify areas of risk which should be guarded against.
As insurance specialists, we work with many different insurers and because of this, we have the ability to source a range of product ensuring that you have access to the best coverage to suit your needs. As your life changes or your business grows, so do your insurance needs.

Wealth

Careful management of your financial wellbeing is vital to building your wealth; no matter what your age, it is never too late to develop a good financial plan. We work in partnership with you, to identify, prioritise and help you achieve your financial goals by assessing your overall situation and developing a tailored strategy for long-term wealth creation and capital security.

Property

Our conveyancing services cater for all types of transactions; whether it is your first home, an investment property, to land subdivisions or a commercial property. We will ensure that you are fully aware of your rights and responsibilities prior to any contracts being signed or transactions taking place allowing you the peace of mind knowing you’re being looked after by experienced professionals.

How Can We Help You?

Contact us at the Smart Financial Solutions office or submit a business inquiry online.

We would like to thank Andrew for all his help with the recent purchase of our new home. Andrew was professional throughout and made the whole process so easy and uncomplicated. Andrew was easily contacted if we had any questions and was able to provide us with a range of options to suit our needs. He went the extra mile to ensure we were happy with each step of the process and kept us informed and up to date. We have no hesitation in recommending Andrew, he is professional, very knowledgable and always happy to help.

J. Harper and C. McTighe-Harper
J. Harper and C. McTighe-Harper, St Leonards Vic

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