Collective Years In Financial Services
Client Based Referrals
Positive Reviews
FAQs
*Hidden to keep first one closed*
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
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.
