• Smart Financial Planning


    Come and see what happens when the precision of accounting and foresight of financial planning collide.


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It all starts with your goals.

Let’s take a holistic approach to your goal setting.


The Latest with Smart Financial Planning.

3 May

Preparing for EOFY

As we approach the end of the financial year, there are a number of smart strategies you could consider to help streamline your finances and legitimately reduce your tax liability.


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7 Apr

THE WOMAN SERIES // Financial Goal Setting

Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

Planning for life and its ups and downs is the first step.


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15 Jan

Shannon wins Financial Adviser of the Year award

Up against over 600 nominations and 254 certified finalists, Shannon Smit, Founding Director and Financial Adviser at Mornington firm, SMART Financial Planning, won the coveted Financial Adviser of the Year Award as one of only 23 individual award winners.


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Women In Finance Financial Adviser of the Year
Women In Finance Marketing Professional of the Year
IFA Awards Paraplanner of the Year
IFA Awards Marketing Consultant of the Year
IFA Awards Goals Based Advisor 2021
IFA Marketing Initiative 2021
AAA19_SEAL_Winners_Marketing-Program-of-the-Year
WomenInFinance2018_office_administrator-of-the-year
SMSFandACCOUNTING_Winner_SMALL-BUSINESS-ADVISER-OF-THE-YEAR-(1)
OMBA_SEAL_2018_W_INDUSTRY_FINANCE-BUSINESS-OF-THE-YEAR
Aus-Accounting-Awards-2018_Proff-Dev-program-of-the-year
AAA18_SEAL_Winner_Office-Administrator-of-the-Year
AAA18_SEAL_Professional-Development-Program-of-the-Year
Aus-Accounting-Awards-2017_Business-Advisory
SMSFandACCOUNTING_Winner__Multi-Service-Firm-of-the-Year
AAA_SEAL_2016_Winners_PARTNER-OF-THE-YEAR-BOUTIQUE-FIRM
Aus-Accounting-Awards-2015