Smart Money Advice
About the Business
Welcome to Smart Money Advice, a trusted establishment located in Tamahere, New Zealand. We understand that you have worked hard to accumulate your wealth and are now looking for expert guidance to make the most of it. Whether you have paid off your home or have money set aside for the future, our team of experienced financial advisors is here to assist you.
At Smart Money Advice, we pride ourselves on providing tailored financial advice to suit your individual needs and goals. Our institution, Tactical Financial Advice Limited, holds a license issued by the Financial Markets Authority, ensuring that our services meet the highest standards of professionalism and compliance.
We believe that financial success is not just about making money, but also about managing it wisely. Our team will work closely with you to understand your unique circumstances and develop a comprehensive financial plan that aligns with your aspirations. Whether you are seeking assistance with investments, retirement planning, or estate planning, we have the expertise to guide you through every step of the process.
We understand that transparency is crucial when it comes to financial matters. That's why we provide important information about our business, including licensing details, on our website. You can also reach out to us via email at janet@smartmoneyadvice.co.nz for any further inquiries.
At Smart Money Advice, we are committed to helping you make informed financial decisions that will secure your future. With our expert guidance and personalized approach, you can confidently navigate the complex world of finance and achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Location & Phone number
516 Pickering Road, Matangi, Tamahere, Waikato 3283, New Zealand
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
"The team at Smart Money Advice are friendly, knowledgeable and go the extra mile for all their clients. Their financial advice is on point, and easy to understand. The investment portfolio that they recommended, will enable us to grow our wealth in a way that we couldn’t have achieved on our own. Highly recommend their expert advice."
"Janet has helped us with practical and independent financial advice about the best KiwiSaver fund options for us as well as advice about life insurance and other investments. We have really appreciated her knowledge base and her commitment to take the time to understand our financial goals and recommend the best financial products for us. She is a great listener and communicator and we wouldn’t hesitate to recommend her to our friends and family."
"Janet has been looking out for us for at least 7 years. Her advice has been practical and with genuine interest in helping us get to where we want to be in terms of making the most of our situation and our finances. She also has great networks which gave us confidence to take next steps and we are grateful for her experienced support. Happy to recommend:)"
"Janet provides excellent financial advice, and I am in awe of her knowledge and skills in this field. She is very approachable and practical when it comes to managing financial portfolios. I highly recommend Smart Money Advice to people who are in need in this area."
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