Smart Wealth Financial Solutions (ABN 24 305 759 974) is a Corporate Authorised Representative (AR No. 1006294) of Avana Financial Solutions Pyt Ltd, AFSL 516325, ABN 67 631 329 078.
Smart Wealth Financial Solutions was established by Chris Leishman in 2017 to meet the growing demand of successful business people, professionals, and retirees who are seeking a professional advice firm that provides clarity around their current financial situation and can assist them with meeting their financial planning requirements – both now and in the future.
Through the efficient use of technology, Smart Wealth Financial Solutions can assist you in managing your cash flow and budgeting requirements allowing you to implement a variety of smart wealth creation strategies.
Importantly Smart Wealth Financial Solutions was established with the following objectives:
- NOT institutional aligned so that the advice provided is non-conflicted and in your best interest.
- To ensure that you have the ability to access a broad variety of superannuation, investment, and personal insurance products, including:
- Industry Funds (where appropriate)
- Administration Platforms and Wrap Accounts from Australia’s leading product providers.
- To actively work with your preferred Accountant and Solicitor to ensure that you receive the most appropriate advice in a timely manner.
- To be there when you need your adviser most – during those life-changing events:
- Illness
- Redundancy / change in employment circumstances
- Retirement
- Centrelink
- Death
Our services
Online Financial Planning
Clients living some distance from a CBD location often experience challenges in accessing the specialized financial planning expertise they require. We have opted to begin providing online services to clients who are not based in North Queensland via either Microsoft Teams or Zoom.
Online appointments offer many of the benefits of a face-to-face meeting without the time and financial commitments of traveling. Both Teams and Zoom are secure, simple to use, and don’t require a high internet speed. Both can be accessed using a variety of devices including smartphones, tablets, and desktop computers.
Financial Planning & Wealth Management
Strategic investment advice from an independent financial adviser enables ‘smooth sailing’ through the various phases of your life, whether it is buying a house, paying the school fees, or enjoying life’s pleasures in retirement.
We understand that wealth creation and asset management mean different things to different people. This is why we work with you to create a financial planning strategy that is based on your needs and objective
Personal Insurance
The needs of medical professionals are unique.
As a medical professional you will likely be earning more than the average Australian and feel financially secure. But in the 25,000 odd hours of training you undertook, it is unlikely that you covered the management of your personal finances, and even if you did that you have the time or inclination to manage your own financial affairs.
You may require financial planning advice to help navigate the complexity of a growing practice. We are happy to work in conjunction with your accountant and/or solicitor to provide you with a tailored investment strategy as well as advice to manage your personal wealth and protect your legacy for the future.
Our Cases
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