Get Expert Advice In Financial Planning & Mortgage Broking

We’re a family-owned, Australian business with team of passionate financial specialists offering you expert advice.

Collective Years In Financial Services

Client Based Referrals

Positive Reviews

BUDGETING

INVESTING

MORTAGES & LENDING

INSURANCE

PRE RETIREMENT

POST RETIREMENT

SUPERANNUATION

Why SMI Financial Solutions?

With over 20 years in the financial services industry in various roles, Chris Smith established SMI Financial Solutions with its main goal to provide strategic financial advice to people in plain language that is easy to understand.

SMI Financial Solutions is committed to providing all your financial planning & brokering needs in one place, allowing you to access streamlined services that understand the bigger picture. Take advantage of our expertise across financial services, and save yourself time, money & stress.

Testimonials

Karla Nilon
04:51 05 May 25
Chris and the team at SMI have been fantastic to work with! - Before working with Chris I struggled to save money and my finances were not at all organised. Since working with Chris and the team over the last few months, I now feel confident that I will have enough to retire on and I have saved so much money that I'm now only a few months away from buying my first property! (something that I never thought would be possible in today's Sydney market)....I highly recommend Chris and the SMI Financial team!
Chris and his team from SMI Finance provided outstanding financial service that was instrumental in preparing us for our impending retirement. His expert guidance helped us get our finances in order, streamlining our position which gave us clarity and confidence around our future. Most importantly, Chris and his team worked closely with us to secure the funding needed to purchase our forever home—an achievement that means the world to us. His and that of his team demonstrated professionalism, attention to detail, and genuine care made all the difference. We sincerely thank you.
Adam Furey
04:42 26 Apr 25
My wife and I have been with SMI Financial Solutions for over 10 years, and the experience has been nothing short of outstanding. Chris, Bec, and the entire team have consistently provided us with expert financial solutions, retirement planning, and investment property advice.Their wealth of knowledge in their respective fields is clear, and Chris has a unique ability to explain complex financial opportunities in a way that is simple, reassuring, and easy to understand. Every session we have with the team ends with friendly, light-hearted banter—and more importantly, with our fears and uncertainty replaced by confidence and peace of mind.We’ve always felt supported, informed, and genuinely cared for by the SMI team. I wouldn’t hesitate to contact Chris and his team, and I thoroughly recommend SMI Financial Solutions to anyone looking for trustworthy financial guidance.
Andrea Gomez
06:08 22 Apr 25
Chris and the team have been amazing in helping us get on the right track with our finances. They've helped us sort out our super, get a better rate on our home loan, and even guided us through buying our first investment property! We’re feeling really confident about the future now. If you're after some solid financial advice and want to make the most of your money, definitely get in touch with Chris and the team—you’ll be glad you did! Regards Veronica & Fidel
Joe Martino
04:09 27 Mar 25
After extensive research we decided to see Chris to plan for our retirement. At the first consultation we knew Chis understood our needs and wants and was able to work out a plan for our current and distant future.Even prior to our first meeting he took time to familiarise himself with our financial situation.He is generous with his time, made sure we understood his advice, very down earth and easy to get along with.We would highly recommend Chris and his team as they are very knowledgeable and simplify complex financial planning.
Hannah Clayton
07:14 18 Mar 25
Rebecca was fantastic! She made purchasing my first property easy and stress free
greg pounds
06:01 13 Mar 25
My wife & I had been looking for financial adviser in our local area: we came across SMIFinancial Solutions, on our first visit we met Chris who so good explaining how it all works.That was 4 years ago.Chris and his team ( Rebecca- Julie and Nabs) have looked after all our financial requirements, our super investments etc and helped us both get ready for retirement.Great team to work with,I have recommended them to family and friends!!
Karen Webb
01:25 03 Mar 25
I can't recommend SMI more highly. They have made the process of applying for the aged pension pain and frustration free. Thankyou to Jemma and the team!
Vikki Wenceslao
00:36 20 Feb 25
Thanks Chris and team for all the help and advise you have provided.
Paul Fazz
00:33 20 Feb 25
Chris and the team at SMI always go above and beyond to provide us with the best advice and financial solutions, I highly recommend them.

FAQs

 

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What services do we provide?

We provide a range of financial services that enable us to support our clients with tailored solutions to meet their current and future financial needs. We specialise in:.

  • Budgeting Advice
  • Investing
  • Home Loans and asset finance
  • Insurance
  • Pre and Post retirement planning
  • Superannuation
  • SMSF Advice
  • Age Pension Application and assistance
  • Debt Reduction Strategies, strategies to pay your home loan off faster
What is financial planning and why is it important?

A Financial Planner helps you to identify and achieve your long term and short term financial goals. We provide expert advice, strategies and solutions that will help you achieve your monetary goals within your ideal timeframe.

Financial Planning is important as the economic climate is constantly changing, having the potential to impact your current finances. Having a Financial Planner to regularly review your financial position is critical to ensuring that you remain on track to meet your goals and objectives.

What does a financial planner do?

Financial Planners spend their days meeting with clients, discussing their financial needs and goals, and assisting them with expert advice, strategies and solutions.

The most rewarding part of the job is reviewing our clients results and seeing that the implementation of our advice and strategies has been successful. Assisting our clients to ensure they stay on track to achieve their personal financial goals is extremely rewarding.

Financial Services Guide & Privacy Policy

SMI Financial Solutions Pty Ltd ABN 92 154 155 307 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd, ABN 47 097 797 049, AFSL 236523. Christopher Smith (478941), Rebecca Chester (532123) and SMI Financial Solutions Pty Ltd (418006) are authorised to provide Credit Services with Connective Broker Services ACN 161 731 111, ACL384324. Infocus is not liable for any credit services provided by either entity. The information published on this website is of a general nature only and neither represents nor is intended to be specific advice on any particular matter.  Infocus Securities Australia Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances.

© 2023 by SMI Financial Solutions Pty Ltd.

Disclaimer: Your full financial situation will need to be reviewed prior to acceptance of any offer or product.