Smart Financial 26B Mary Street, Shellharbour, New South Wales 2529
About the Business
Welcome to Smart Financial, a leading establishment in the finance industry located at 26B Mary Street, Shellharbour, Australia. At Smart Financial, we are dedicated to helping you establish and achieve your financial goals and dreams.
Our team of exceptional financial advisors, including Amanda, Jess, and Jye, are committed to providing you with expert guidance and management of your finances. Amanda, in particular, has been praised for her outstanding representation of Smart Financial, with clients valuing her invaluable advice and ongoing support. Jess has also garnered praise for his ability to understand individual needs and offer timely solutions for both business and private financial goals. Likewise, Jye has been commended for his professionalism, knowledge, and willingness to listen to clients' concerns.
The testimonials from our satisfied clients speak volumes about the quality of service we provide. Many have expressed their gratitude for the proactive and available nature of our advisors, as well as the financial security and peace of mind they have gained through our excellent advice.
At Smart Financial, we understand that planning for the future can be overwhelming. That's why we are here to give you the confidence to make smart financial decisions throughout your life. We believe in working with you as long-term partners, building a relationship that deepens and evolves over time. As members of the local community, we share and understand your values and heritage, allowing us to address all aspects of your finances with expertise and experience.
Our highly qualified team is the perfect size to provide you with individualized attention, ensuring that your unique financial needs are met. With offices in Shellharbour and Nowra, we are conveniently located to serve you. If you would like to discuss your goals with one of our advisors, please don't hesitate to get in touch.
At Smart Financial, we are ready to help you plan the future you deserve. Let us assist you in achieving clarity when envisioning your financial goals and dreams. Together, we can bring them to fruition and empower you to make smart financial decisions that will shape your future.
Photos
Location & Phone number
26B Mary Street, Shellharbour, New South Wales 2529, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"James Mottram from Smart Financial has been working with us on our financial plan and pathway towards retirement. During the time we have known James, we have found not only are his financial skill sets to be second to none, but his personal empathetic approach, is a breath of fresh air. He genuinely takes the time to get to know his clients financial and personal lifestyle needs. This holistic approach has provided us with confidence that our retirement plan is a perfect fit for us. We highly recommend James services."
"I can't recommend James highly enough. Thanks to him, we'll be debt free in just over a year, and hubby can now retire sooner than expected."
"Smart Financial have been working with us for just over a year, helping us navigate the implications of an early retirement due to my health issues. Michael and his staff (we have been dealing mainly with Michael, Nicholas and Carmen) have provided clear advice and helped simplify our financial situation, along with making clear our choices and the implications of those choices. I would highly recommend them to anyone, regardless of level of wealth or stage of life."
"We recently visited SMART Financial for a general finance guidance meeting. We were immediately greeted by friendly admin staff that were more than happy to explain what to expect. Our financial planner was Jess Boles who was absolutely brilliant to deal with. He was very professional and completely understood our situation. He was more than happy to devise a strategic plan and point us in the right direction with seeking further external help. Thankyou Jess and the SMART Financial team for making the experience as easy, comfortable and seamless as possible. Hope to see you in the near future for our next financial meeting."
"My husband and I have found Smart Financial to be trustworthy and extremely helpful for over 15 years. Jess Bowles has been exceptional and we cannot praise him or his organisation enough. We recommend Smart Financial without reservation to anyone needing a highly competent financial service. Some of my friends made the mistake of being their own financial planners but this came unstuck during periods of financial unrest when they had neither the time required or the expertise needed to do the type of work that Smart Financial excels at doing for all their clients."
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