Smart Private Wealth 328 Main Street, Mornington, Victoria 3931

Welcome to Smart Private Wealth, a leading establishment in finance located at Mornington, Main Street, 328, Australia. We specialize in wealth accumulation, protection, and management, serving as your trusted partners in achieving financial success both now and in the future.

As goals-based advisers, we begin by helping you articulate your financial priorities and aspirations. From there, we develop smart and tailored strategies to make your financial goals a reality. Our approach to financial advice is rooted in our deep understanding of tax and financial structures, ensuring that our recommendations are comprehensive and holistic. We leave no stone unturned, examining every angle of your wealth to ensure it remains exactly where you want it to be.

At Smart Private Wealth, we offer a comprehensive range of financial services, including financial planning, management accounting, tax advisory, and mortgage broking. By providing these critical services in-house, we can offer our clients a seamless and integrated approach to managing their finances.

We strongly believe that the more informed our clients are, the better their financial portfolios perform. That's why we are committed to empowering our clients with knowledge and insights, helping them make smarter financial decisions.

As a fee-for-service firm, we are transparent in our approach. We outline every step of the financial planning process with a corresponding value, ensuring that you understand the value you receive for our advice. We are not incentivized by product recommendations, but rather by providing you with the best possible guidance and support.

In addition to our services, we also provide regular updates, educational resources, and valuable insights to help you stay up to date with the latest news and trends in finance.

We are proud to announce that Bianca Carroll, one of our esteemed advisers, has been recognized as the Emerging Adviser of the Year. This prestigious accolade is a testament to her dedication, commitment to excellence, and unwavering perseverance.

Furthermore, we understand the importance of financial security in achieving happiness. While extreme wealth may not buy happiness, having a solid financial foundation can help you avoid stress and solve problems more effectively. We strive to provide you with the guidance and support you need to achieve that security.

Please note that the information provided on this webpage is general in nature and does not take into account your individual needs, objectives, or personal circumstances. For personalized advice, we encourage you to contact our team at Smart Private Wealth.

Smart Private Wealth Pty Ltd ABN 15 631 281 822, trading as Smart Private Wealth, is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232. Count Financial Limited is 85% owned by CountPlus Limited ABN 111 26 990 832 and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490. CountPlus Limited is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073, which holds the assets under a discretionary trust for certain beneficiaries, including potentially some corporate authorised representatives of Count Financial Ltd.