Smart Financial Advisory Pty Ltd is a Melbourne-based financial planning firm that prides itself on providing high-quality services to help clients achieve their financial goals and secure their future. Established in 2016, the firm has quickly grown and is known for its innovative approach to financial advisory services. Led by Founder and Director Pallavi Mahajan, the team at Smart Financial Advisory is dedicated to building lasting relationships with clients and offering custom-tailored advice to meet individual needs and objectives.
Smart Financial Advisory offers a wide range of professional financial advice services, including retirement planning, investment strategies, superannuation advice, personal insurance, estate planning, and Centrelink and Aged Care advice. The firm’s philosophy revolves around the belief that traditional financial service models are flawed, and a one-size-fits-all approach is inadequate. The team at Smart Financial Advisory is committed to providing ethical and collaborative financial solutions that address real-world situations and help clients navigate the complexities of financial planning.
With a focus on helping clients plan, invest, and enjoy their financial journey, Smart Financial Advisory aims to create a difference in the lives of Australians by delivering tailored strategic solutions. As a corporate authorised representative of InterPrac Financial Planning Pty Ltd, the firm ensures that clients receive independent financial advice and effective investment strategies to secure their financial future. The experienced and skilled team at Smart Financial Advisory is dedicated to supporting clients through all stages of life and helping them reach their financial goals sooner.