Smart Happy Money is a dedicated financial services firm that specializes in providing tailored solutions to meet the unique financial goals of individuals. With a focus on careful planning, coaching, and education, the team at Smart Happy Money is passionate about helping clients get ahead and achieve financial success. Whether it’s creating a plan for financial security or securing a mortgage for a first home, the experts at Smart Happy Money are committed to guiding clients every step of the way.
At Smart Happy Money, the belief in giving back to the community and supporting those in need is deeply ingrained in the company’s philosophy. Through initiatives such as running money management courses and participating in the PFAN network to help individuals facing personal health crises improve their financial well-being, Smart Happy Money is dedicated to making a positive impact. Additionally, the company’s commitment to corporate social responsibility is evident in their practices of planting trees for each loan application and providing safe water to communities in need.
With a comprehensive range of services including financial planning, mortgage brokering, and insurance services, Smart Happy Money is equipped to assist clients in various aspects of their financial journey. The experienced team of Financial Advisors, Administrators, and Mortgage Brokers at Smart Happy Money work closely with clients to provide expert advice and guidance on superannuation, retirement planning, wealth creation, personal insurances, mortgage and finance, aged care, and more. No matter the financial goals, Smart Happy Money is dedicated to helping clients achieve success and financial security.