Transforming Lives, One Adjustment at a Time
Our Vision: Empowering Financial Confidence
SMART Financial Advisory is a Melbourne-based financial planning firm dedicated to empowering individuals and families to achieve financial freedom and peace of mind. We offer a comprehensive range of tailored financial services designed to meet every stage of your financial journey.
Who We Are
Founded in 2016, SMART Financial Advisory is a young, yet established firm led by founder and director Pallavi Mahajan. We are a team of passionate professionals who believe in building lasting relationships with our clients based on trust, transparency, and personalized guidance.
What We Do
We offer a diverse range of services across the following areas:
Superannuation & Retirement Planning
- Selecting and optimising your superannuation fund
- Building and reviewing your retirement plan
- Managing your investments for maximum growth and preservation
- Ensuring tax efficiency in your retirement savings
Investment Planning
- Developing a tailored investment strategy based on your individual goals and risk tolerance
- Portfolio analysis and optimization
- Regular review and monitoring of your investments to ensure they remain aligned with your objectives
Business Protection
- Risk assessment and mitigation strategies
- Business continuity planning
- Succession planning
Insurance Planning
- Comprehensive review of your existing insurance coverage
- Identification of potential gaps and recommendations for improvement
- Assistance with navigating the complexities of insurance claims
Wealth Management
- Financial planning and goal setting
- Investment management
- Tax planning and management
- Estate planning and succession
Our Approach
We believe in a collaborative and personalized approach to financial planning. We take the time to understand your individual goals, values, and circumstances. We work together with you to develop a tailored plan that aligns with your specific needs and aspirations.
Why Choose SMART Financial Advisory?
- Client-centric approach: We treat you as an individual, not just a number.
- Personalized plans: We customize your plan based on your unique goals and circumstances.
- Transparency and communication: We provide clear and concise explanations of our process and recommendations.
- Experienced professionals: Our team has extensive experience and deep knowledge in financial planning.
Financial Planning Experience
Positive Feedback on Financial Planning
Reviews praise Pallavi for her exceptional financial planning services, which have helped clients achieve their long-term goals. Her approach is commended for being personalized, thorough, and proactive.
Key Strengths
- Positive Demeanor: Pallavi is described as having a positive and approachable demeanor, making clients feel at ease.
- Honesty and Transparency: Clients appreciate her honesty, openness, and willingness to listen to their needs.
- Proactive Approach: Pallavi is praised for her proactive approach to financial planning, ensuring clients stay on track with their goals despite changing circumstances.
- Expert Knowledge: Clients highlight her vast knowledge and expertise in financial planning, which gives them confidence in her advice.
Yearly Review and Catch-ups
Clients appreciate the yearly review catch-ups with Pallavi, which help them stay informed about their investments and align their goals with their long-term plans.
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