Smart Private Wealth is a full-service financial partner dedicated to wealth accumulation, protection, and management for today and beyond. As goals-based advisers, they prioritize helping clients articulate their financial priorities to develop smart strategies for achieving their goals. Offering a dynamic combination of critical financial services in-house, including financial planning, management accounting, tax advisory, and mortgage broking, Smart Private Wealth ensures a comprehensive approach to financial well-being.
Client education is a cornerstone of Smart Private Wealth’s philosophy, believing that well-informed clients are better equipped to make sound financial decisions. By providing transparent fee-for-service, the firm emphasizes outlining the value of each step in the financial planning process. This approach ensures that clients understand the advice they receive and are empowered to take control of their financial futures.
Founded by Shannon Smit, Smart Private Wealth stands out for its educational approach and expertise in tax and accounting. As an Authorised Representative of Count Financial Limited, the firm leverages its strategic financial advice to develop smart and well-considered financial structures. With a focus on proactive strategies and long-term benefits, Smart Private Wealth is committed to helping clients achieve financial success and security.