This is Why.

Come and see what happens when the precision of accounting and foresight of financial planning collide.


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Go Further.

 Your partners in wealth accumulation, protection and management for today and beyond.


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See The Possibilities.

As goals-based advisers, we start off with helping you articulate what’s important to you to develop smart financial strategies to make it all possible.


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At Smart Private Wealth, our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature.

We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.

Our difference



 Full-Service Financial Partner

At Smart Private Wealth we offer our clients a dynamic combination of four critical financial services in-house including financial planning, management accounting, tax advisory and mortgage broking.


Client Education

We believe the smarter we make our clients, the more connected they become to their finances. Our smartest, most informed clients are the ones whose financial portfolios are performing best.


Transparent Fee-For-Service

We are a fee-for-service firm, which means we outline every step of your financial planning process with a corresponding value. We get paid for the advice we provide, not for the products we recommend.


Goals-Based Advisers

We help people see the possibilities. As goals-based advisers, we start off with helping you articulate what’s important to you. We then develop realistic financial strategies to help you reach your goals.

Meet your experts >


What our
clients say

"You can't forecast everything in life. We've been able to stay on track to our long-term goals thanks to the Smart Private Wealth team. It's been a blessing to have them in our corner."


Kim.S, VIC
Business Owner