Founded in 2015 and located on bustling Main Street in Mornington, Smart Private Wealth is the financial planning division of highly regarded accounting firm Smart Business Solutions.

Our advisers focus on strategies that benefit you in the long run. We look at what you need right now, as well as looking further ahead into the future to ensure that we develop a working strategy that suits your needs perfectly.

We really shine when it comes to helping you articulate your goals and objectives. 

We go the extra mile, ensuring we are proactive rather than reactive. We know that the better informed our clients are, the more connected and empowered you will feel with your money. Because of this, we place a strong emphasis on client education. We believe this is the pivotal difference when it comes to our advice and teaming with us as your trusted adviser. 

Shannon Smit, CEO and Founding Director at Smart Private Wealth, says this educational approach is a key differentiator for the business.

“Providing our clients with knowledge is important. It’s our job to assess their circumstances and make recommendations, but at the end of the day they’re the ones who need to make decisions. It’s our responsibility to instil that confidence in them. It’s easy for them to simply say ‘I trust you’, but the smarter we can make our clients, the more empowered they become. Our smartest, most informed clients are the ones whose financial portfolios are performing best.”

We provide strategic financial advice, underpinned by our expertise in tax and accounting to ensure we develop financial structures that are smart and well considered.