SMI Financial Solutions 6 Meridian Place, Bella Vista, New South Wales 2153

"We were lucky to have started financial planning when we did. SMI had simplified our transition to retirement for us and has guided us in taking the most value of our super."

"Both my wife and I have had multiple positive experiences with Chris and his team. We are very much thankful for his insight and organisation and feel in a much better position financially already."

"I cannot recommend Chris Smith from SMI financial solutions enough! They have been an absolute game-changer for me and have provided invaluable assistance in rectifying the mistakes made by my previous financial adviser. From the very beginning, Chris stood out with their exceptional service. Not only did he thoroughly check the statement of advice provided to me by my previous adviser, but they also identified critical errors that had been overlooked. This attention to detail saved me from potential financial pitfalls and allowed me to make more informed decisions. One aspect that sets Chris apart is his commitment to client satisfaction. He genuinely cares about the clients' financial well-being and always put their interests first. Their friendly and approachable demeanour instantly puts you at ease, making financial discussions comfortable and easy to understand. Furthermore, I was pleasantly surprised when Chris offered to help claim the fee I paid to my previous adviser. Chris’s willingness to go above and beyond to rectify the situation and make things right truly impressed me. It's rare to find a professional who not only acknowledges mistakes but takes responsibility for them. The expertise and knowledge demonstrated by Chris is unmatched. Chris has a deep understanding of the financial landscape and is always up to date with the latest industry trends and regulations. This ensures that his advice is accurate, reliable, and tailored to my specific needs. I would wholeheartedly recommend Chris to anyone in need of professional financial guidance. Their honesty, dedication, and commitment to their clients are truly commendable. They have my utmost trust, and I am confident they will provide the same level of exceptional service to anyone who chooses to work with them. I will be referring my friends and family to Chris, and I encourage others to do the same. Their social media pages are an excellent platform to spread the word and help them reach more customers who could benefit from their expertise. Trust me, you won't be disappointed! Thank you once again to Chris and the team at SMI for their unwavering support and outstanding service. You have truly made a positive impact on my financial journey, and I am grateful for all that you do."

"Rebecca politely and efficiently got my pension claim with Centrelink done for a fixed price including any support/ backup if needed for 6months after receiving my pension payments, they’re good commutators and listeners. I didn’t have to do much, couldn’t have managed this easily on my own, saved me stress and frustration and money!, as I probably wouldn’t have navigated this department so well. Very happy with my choice to get Pension Help. Thanks, Alan Fuller. Bellingen NSW."

"My initial phone call was answered within minutes. Chris was extremely obliging and knew the answers to my questions. He knew the facts as it were and gave them to me clearly and succinctly. His manner was most courteous and polite and was a pleasure to speak with him. He is to be congratulated on his professionalism to his job and also 5 stars for customer service. Thanks Chris."