Who are we?

Some quick info about us...

Founded in 2015 and located on bustling Main St Mornington, SMART Financial Planning is the financial planning division of the highly regarded accounting firm SMART Business Solutions.

This means that all of our advisers are also accountants too. Cool huh? By having an accounting and tax background, our advisers focus on strategies that benefit you in the long run. We look at what you need right now, as well as looking further ahead into the future to ensure that we develop a working strategy that suits your needs perfectly.

For those of you who have worked with us before, you know how dedicated we are when it comes to our clients. We go the extra mile, ensuring we are proactive rather than reactive. Be believe this is the pivotal difference when it comes to our advice and teaming with us as your trusted adviser. Haven’t had the chance to work with us yet? That’s ok. We look forward to getting the opportunity to exceed your expectations!


 

Our advisers, Shannon & Nadia, have undertaken many ventures both with personal investments and business. You can rest assured that you are working with people who will take the time to understand your goals and objectives. Both Shannon and Nadia are technically brilliant, and take developing a bespoke strategy for you with the highest esteem.

Like in all great partnerships, a support network is key.Shannon & Nadia have the support of their skilled dynamic duo, Hayden & Nicole, who together work tirelessly to guarantee that the wheels on the bus keep spinning and ensure that you’re always on the front foot. No challenge is too big for these guys to handle.

We focus on SMSF strategy and structuring advice, financial reviews, insurance and superannuation product recommendations and strategy*. This means that whether you’re looking at putting a commercial property into super or wanting to understand if your investment and insurance products are suitable, we can help!

* Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

What makes us SMART?

With an intense focus on education and strategy development, the SMART team understand the importance of constructing a great balance between knowledge and practice. The entire team has a burning need to understand “Why?” This desire allows us to take your goals and really understand what drives them, and how we can best use our expertise and experience to safeguard your retirement, generate financial success or meet your goals, whatever they may be.

Meet our Team

Introducing the SMART people...

Nadia

The Super Nerd

Authorised Representative of
Count Financial Limited

Shannon

The go getter

Authorised Representative of
Count Financial Limited

Hayden

The Martini-loving Jetsetter

Nicole

The social butterfly

Why do we always take the time to plan our kitchen renovation but forget our most valuable asset? Ourselves and our financial future.