Getting Started

01

Start With a Free Consultation

Between your social activities and work, life might be getting pretty busy. But it’s still important to take some time out to think about your financial goals and what you can do to achieve them.

Retirement might be over 40 years away, but the choices you make now can have a big impact on your future, so it makes sense to start planning as soon as possible.

Here are some questions you might consider:

Do you know where your employer’s super contributions go?
Do you know how many super accounts you have?
Are you eligible to take advantage of the Government’s Super Co-contribution scheme?
For more information on how Smart Financial Planning can assist you with your financial planning needs please contact us and schedule a free consultation.

Latest Fund Profile)

Download our latest fund profile from from Ardea.

Pages from Ardea-Real-Outcome-Fund-Flyer(3)

02

Create a Strategy

Like many people you may be busy juggling the competing demands of work, family, health and social life that comes with the hectic nature of modern-day life. On top of this, with the financial landscape and legislation constantly changing, financial decision-making is becoming an increasingly challenging task.

That’s where we can help.
How we can help you
By understanding your personal and financial priorities, existing financial commitments, career plans and lifestyle goals our strategic financial advisers can employ tax rules, super concessions, as well as cashflow, debt and risk management principles to develop a strategy and framework for your finances.

03

Customize a Portfolio

A portfolio will provide you with a combination of managed investments which are professionally researched and which use the process of blending various asset classes, investment managers and investment styles to achieve diversification. Our model portfolios are developed to suit a range of different investment profiles to help match your portfolio to your needs and objectives.

Portfolios have been designed to provide you with tailored, ready-made investment recommendations. There are models using purely managed funds and also models using a combination of listed securities and managed funds. The aim of a portfolio is to allow you to access professionally researched and monitored investment portfolios.

04

Manage

Not all managed portfolios are equal. We deliver purpose-built managed portfolios, and we’ve got a proven track record of continued innovation, delivering real outcomes to our clients.

To learn more about enhancing your investment experience contatc us today.