Need Guidance With Your Financial Future?

Whether you’re looking at a home loan, retirement planning, age pension or financial advice, our team is here to help.

✓ Initial conversation
✓ No pressure
✓ Personalised guidance

⭐⭐⭐⭐⭐ 5.0 Google Rating
Trusted by individuals and families across Sydney.

Sheryl W
Sheryl W
I am totally happy with the service and professionalism of the SMI team and wouldn't be anywhere else.

I have tried Financial Advisors before, none of whom seemed to care all that much about the client more about lining their own pockets. Chris and team see the person first.
Marlene F
Marlene F
Chris and Bec make you feel like family whilst giving great advice.

Thanks also to Julie who manages to circumnavigate Centrelink.
Jennifer T
Jennifer T
Im thrilled that my age pension claim was processed quickly & efficiently .

I’m so pleased that a relative referred me after they had an equally great experience with their age pension claim.

This is definitely worthwhile!
Geoff Mon
Geoff Mon4:25 pm
Chris has a very high level of financial management nous and is exceptionally capable of navigating complex situations and structures.

Additionally Chris works with and for his clients in a very respectful way and is open, honest and scrupulous at every step through the process.

We highly recommend SMI Financial Soltions to anyone looking for advice and strategies to improve their financial position

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Visit our Office

We are located at:
Suite 32, 6 Meridian Place, Bella Vista, NSW, 2153

Don’t hesitate to give us a call or email, or simply fill in a few details in the form above: