The Value Of Financial Advice

Welcome to Smart Private Wealth • About Us

Financial wellbeing is a critical component of overall wellbeing.

Australians regularly worry about money. If it’s not creeping into their thoughts every day, then they’re thinking about it at least once a month. And money worries are not restricted to those who might be thought of as financially disadvantaged — around two in five (38.6%) Australians with at least A$1 million of investable assets say they worry about money at least monthly.*

Financial advice is a proven way of addressing the stress and anxiety that often accompany money matters.

Given the link between financial wellbeing and other aspects of wellbeing, it is perhaps surprising that more Australians don’t join the dots and see addressing financial issues as a step towards improving their overall wellbeing. While around three-quarters (77.3%) of Australians have been to see their GP to address personal wellbeing issues, and more than a third (35.0%) have been to see a mental health professional for the same reason, only a quarter (24.9%) of Australians have been to see a financial adviser.*

What are the problems we solve for our clients?

Our value lies in our ability to make your ideas and dreams become a reality. Obviously, we can’t promise you will retire on your own private island at the age of 45 if you’re working part time and have no superannuation. We’re not magicians! What we CAN do, is show you what’s possible with what you have, and also show you how you can make realistic changes to your current lifestyle to help you head in the direction toward your goals. Our sophisticated approach to detailed cashflow modelling is a gamechanger.

What value can we add to your life?

We help people see the possibilities. As Goals-Based advisers, we start off with helping you articulate what’s important to you. And once we help you clarify what you’d like to achieve with your finances and your life in the short, medium and long term, we can develop financial strategies that suit you.
As the data indicates, when individuals have financial clarity, they experience improved overall physical and mental health, too.

Why we love what we do

Building great relationships with our clients and helping them realise their goals is what we love to do. There is nothing greater than having someone come to us with an idea on what they’d like to achieve, or a financial concern that has kept them up at night, and then creating the steps and building blocks to achieve their goals or resolve their concerns.
Giving peace of mind and a sense of direction and calm is one of the greatest gifts that we feel priveliged to offer our clients.

* Data from Fidelity International: The Value of Advice Report 2020

Improve your wellbeing.

Good quality financial advice will help you see the possibilities. It creates a clearer, more positive mindset and a sense of peace helping achieve overall better health and wellbeing for your body, your mind and your finances.

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