Smith Wealth Partners is a proudly family-owned and operated financial planning business based in Australia. With a focus on providing expert financial advice, cash flow management, and debt solutions for families and small businesses, Smith Wealth Partners offers a full suite of wealth strategies built on values, trust, and performance. The team at Smith Wealth Partners is dedicated to partnering with clients to achieve their financial goals, embodying the vision of “Your prosperity, our purpose.” With a track record of helping hundreds of families and small businesses, Smith Wealth Partners is known for its genuine, respectful, and proactive approach to building lasting wealth solutions.
With over 50 years of combined experience in the financial services industry, the advisers at Smith Wealth Partners are committed to helping clients grow and protect their wealth for the long term. Through a disciplined process that involves understanding each client’s unique financial position, objectives, and risk profile, Smith Wealth Partners crafts tailored financial strategies to meet individual needs. The team, led by directors Brad Smith and Scott Smith, along with relationship manager Graham Smith and adviser support Emily Wilhelm, ensures transparency in fees and ongoing services, emphasizing the importance of personalized financial planning to achieve clients’ financial dreams.
At Smith Wealth Partners, the philosophy revolves around getting to know each client on a personal level to understand their priorities and future plans. The team, including adviser assistant Suzanna Dimitrijeski, prides itself on being professional, friendly, and caring while delivering high-quality financial solutions. Whether it’s setting goals, budgeting, or planning for major life events like having a baby, Smith Wealth Partners aims to provide peace of mind through well-structured financial plans that eliminate unnecessary costs and ensure financial security for clients and their families.