Investment Advice

The right investments for the right life. 

Despite the often-volatile nature of investment markets, investing remains one of the most effective ways to grow your wealth over the long term. 

At Smart Wealth Financial Solutions, we believe that investing is not speculating. To be a successful investor requires a disciplined approach and an investment strategy that’s customised to your individual goals, objectives, and requirements. 

We design investment strategies that are based on a thorough understanding of your circumstances, attitudes and objectives, and with ongoing monitoring and management we ensure that the strategies deployed remain aligned to your goals.  

The investments you choose are the path that will lead you to your success. This is why it’s essential to align your objectives and risk profile with appropriate asset classes and investment allocation — in and outside of superannuation. 

We take a bespoke approach to ensure your short, medium, and long-term investment objectives are defined, so we can strategically invest in a model portfolio that meets these goals. We match you with low-cost investment options that grant you access to professionally managed portfolios using an award-winning platform. 

Our investment advice is based on your desired rate of return, investment horizon, liquidity requirements, risk profile, and personal values. There are endless investment options out there — we make sure your investments perfectly suit you. 

No matter where you are in your career or life, it’s always the right time to consider if your money is working as hard as it could be. Whether you’re a young professional, business owner, self-employed, or approaching retirement, everyone can benefit from a guiding hand as they accumulate wealth. We provide you with end-to-end investment advice that helps maximise the likelihood of achieving your goals with the minimum amount of acceptable risk for your individual circumstances. 

how can we help you?

Contact us at the Smart Wealth Financial Solutions office or submit an inquiry online.

I am exceptionally happy with the quality of the advice and service that I continue to receive from Chris. Over the years I have been impressed with his breadth of knowledge and expertise, and his ability to deliver it in a simple to understand manner.

Tony Marshall
Long term client