SMART Life - Issue 19- Summer 2025

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SMART Life - Issue 19 - Summer 2025

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What are my options if I'm asset rich and cash poor?

Rising living costs have made it tricky for many Australians to make ends meet. If you own your own home, you’ve benefited from rising property prices – but only on paper. If you want more money to live on, we step through five ways to boost your bank account.

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How to have a conversation about aged care.

Retirement can feel like a shockwave, particularly if life’s circumstances or a redundancy means that you don’t get to choose the timing. We outline below how to set up healthy habits and structures now and set out why having a financial adviser can help smooth your transition. 

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Go Further. 

Take your wealth journey to the next level with Smart Private Wealth -  your trusted partners in wealth accumulation, protection, and management. 


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5 Nov

Shannon Smit Named Among Australia’s Top 50 Most Influential Financial Advisers

Smart Private Wealth is proud to announce that Founding Director, Shannon Smit, has been recognised in the 2025 FS Power50, Financial Standard’s annual list of the 50 most influential financial advisers in Australia.


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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.


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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.


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