SMART Life - Issue 15 - Summer 2024

Welcome to Smart Private WealthLearning CentreNews

SMART Life - Issue 15 - Summer 2024

DOWNLOAD PDF DOWNLOAD PDF

Why Charitable Giving Makes Us Happy.

We step through recent research that shows why giving to others can provide us with a mental boost. Interestingly, we feel happier when we have a choice in how and to who we give, and when we see the results of our generosity.

READ MORE

The outlook for growth opportunities in small cap shares.

Rising interest rates hit smaller companies harder than their larger peers. Now it looks like the rate rise cycle could be coming to an end and some investors are starting to consider smaller Australian company shares again. We explain what this means for your investment portfolio.

READ MORE

How to spend less this Christmas.

After a year of belt-tightening, spending big over Christmas can risk undoing good budget habits. We share 12 ways to take the financial sting out of Christmas while still experiencing the joys of the season.

READ MORE

Financial advice is all about helping you to live your best life.

We can help you budget, build wealth and make sure your income is covered adequately to avoid stress and live a life you love.


CONTACT US CONTACT US


17 Sep

Smart Private Wealth Recognised Nationally for Community Leadership with Barry Lambert Award

Smart Private Wealth, part of the Smart Business Solutions Group, has been honoured as a recipient of the prestigious 2025 Barry Lambert Award, recognising exceptional community fundraising and volunteer work within the Count Financial network.


READ MORE READ MORE
17 Sep

Leading the Way in Tech-Driven Financial Advice

Shannon Smit, Founding Director of Smart Private Wealth, has been awarded the prestigious Excellence in Innovation award at the 2025 Count Financial Awards, recognising her ground-breaking leadership in transforming how financial advice and professional services are delivered in Australia.


READ MORE READ MORE
4 Sep

SMART Life - Issue 22 - Spring 2025

The value of active investment management in volatile times and what an ageing population means for healthcare investors.


READ MORE READ MORE