Empowering your financial journey with expert advice
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Welcome to SMARTIN Financial Services - your trusted partner in financial planning. Since 2009, we’ve helped hundreds of individuals streamline their finances and address their financial challenges. Our goal is to ensure you have peace of mind when it comes to managing your finances, which is done through educational support and a well-structured pathway to optimise your monetary health.
We offer a comprehensive range of financial solutions, spanning from budgeting and cashflow planning to superannuation, personal insurance, managed investments, and everything in between. No matter what you need - our experienced financial planners will provide you with a tailored financial plan to suit your unique situation.
Our Tailored Financial Solutions
Superannuation
If you haven’t already, now is the time to prepare for a worry-free retirement with our expertly managed superannuation solutions, tailored to maximise your savings. Ensure your retirement is not just comfortable, but also fun and fulfilling.
Personal Insurance
Insurance isn’t fun, but it is essential. The key is to ensure that you’re adequately covered against misfortune while still maintaining your lifestyle and savings. You should only ever be paying for an amount of cover that is right for you.
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Tax
Why pay more than you need to? We have strategies that can help you lower your taxable income. Why pay more than you need to? It’s not a typo; it’s a question worth considering twice.
Investments
Investments can be thrilling, and investments can be frightening; this is why you need expert advice. Like all rollercoasters, they’re more fun when you’re sitting beside someone you trust. We offer a range of comprehensive investment solutions, ensuring your money is controlled by skilled professionals.
Why choose SMARTIN Financial Services?
We’re not your typical financial advisors. Our expertise allows us to maintain a professional yet approachable demeanour. We don’t seek to complicate strategies to appear intelligent or to increase fees. Collaborating with a reputable financial advisor does involve costs, but if you are content with your relationship with them and satisfied with the results, paying the fee is worthwhile. In the long term, you’ll find yourself in a much stronger financial position, ultimately giving you peace of mind knowing you’ve secured your future.
We pride ourselves on providing a high-quality, tailored service to ensure your lifestyle is fulfilling (and protected). With a focus on clear communication and educational support, we are here to navigate the complexities of your financial journey and help you reach the milestones you've set for yourself without stress.
- Completely personalised services to align with your goals and objectives
- Tailored educational information from your advisor
- Upfront transparent fee policy
- Free consultation to discuss your needs and how we can help
- FAAA and AFCA certified and licensed
- We’ve helped hundreds of people since 2009
Reviews from our happy clients
"My husband & I have had Shane looking after our finances for years now. He is fabulous! Great advice & very positive. I highly recommend Shane & his team."
Kerrie M
"A game changer! Shane has been integral in his advice for my finances, and achieved more in the past year than I have been able to in the past 10 years by myself. Highly recommend using Shane and his team."
Fiona P
"Shane has given us invaluable support and advice for the better part of a decade. He is personable and genuinely committed to our financial needs. Legend."
Luke B
"My husband and I have been involved with Shane for approx. 10 years. In that that time his advice, recommendations and ultimate results have been very beneficial to our financial aims and dreams. We would highly recommend his services."
JoannE E
"Highly recommend Shane. He organised my Super Funds to totally suit my situation which has been very advantageous for me."
Denise M
"Excellent professional service and always keeping your best interests at the forefront of your dealings"
Peter H
Schedule your first consultation for free
To help ensure peace of mind before you engage us for work, we offer a no-obligation, free consultation. This allows you to get to know us, and allows us to understand your financial circumstances, enabling us to identify strategies tailored specifically for your situation.
Following your initial complimentary consultation, we will determine if our relationship has potential – which means, that you’re comfortable with the adviser and the adviser is comfortable that they can offer value to you. If we both decide that the relationship has is viable, your adviser will then get back to you with strategy options and associated costs.
Take your first step. Get in contact with us today to schedule your free consultation.