Tailored financial services for all stages of life

We offer a range of financial services to help you achieve financial security. Whether you’re early in your career or nearing retirement, we will structure an easy-to-follow financial plan for you that will both enrich and protect your day-to-day lifestyle.

Once we’ve created your personalised financial roadmap, we make it a practice to regularly review your evolving lifestyle requirements. This ensures that your financial plan remains in alignment with your goals and keeps you firmly on the trajectory towards a thriving retirement.

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  • Cashflow Planning

We analyse your current spending patterns to identify opportunities for your “surplus or shortfall”. Our strategic approach empowers you to make informed financial decisions and secure your financial future with confidence.

  • Debt Management

We specialise in distinguishing between “good and bad debt”, allowing us to provide tailored advice on structuring your debts. With our guidance, you can navigate the complex landscape of borrowing and pave the way toward a debt-free future.

  • Tax Minimisation Strategies

Our tax minimisation service goes beyond traditional tax planning. We're dedicated to helping you uncover legitimate avenues to minimize tax liabilities while adhering to ethical and legal guidelines. Our approach involves meticulously examining your financial landscape to identify available tax advantages and opportunities, and ensuring that your superannuation and investment structures are optimised for tax efficiency.

  • Wealth Creation Strategies

Our wealth creation strategies help you build and grow your wealth creation potential through selecting a range of diversified investments. Whether you require a low-risk investment with a regular dividend, or a high growth investment that pays on maturity, we have options to suit your risk and return position.

  • Risk Management Analysis

Life's uncertainties can disrupt even the best-laid plans. That's where our service truly shines. We assess your situation and design a plan that ensures you and your loved ones are protected through a lump sum payout in the event of accidents, illnesses, or death.

  • Insurance Policy Analysis

Through meticulous research, we identify insurance policies that best match your personal requirements and budget. We conduct a “needs analysis” to assess crucial factors like occupation, lifestyle, assets and income to pinpoint the most suitable coverage for you.

  • Children’s Education/Future Obligations Plan

This service involves a meticulous approach to organising funds that ensure your ability to pre-fund education, or any other costly foreseeable obligations.

  • Superannuation Advisory Service

We recognise that no two individuals have the same financial journey, which is why our advisory services are completely tailored to suit your specific circumstances and goals. Through the creation of pre-retirement strategies, we strive to ensure your financial security in retirement. 

  • Retirement Strategies

We understand that retirement isn't just a destination; it's a new chapter of life that requires careful planning and a personalised approach. We can help by creating tailored strategies that facilitate a seamless transition into retirement and a comfortable life whilst retired.

  • Family Estate Plan

Crafting a comprehensive Family Estate Plan is the key to guaranteeing that your assets are distributed according to your wishes, precisely when and how you envision. Our outsourced service takes the complexity out of this process, offering meticulous planning to ensure that your hard-earned wealth benefits the right individuals.

  • Portfolio Modelling/Analysis

Utilising cutting-edge planning software, we model, project, and compare investment strategies to find the most suitable financial strategy for you. 

  • Business Insurance

Our Business Insurance service is designed to protect your business against unforeseen challenges, so that in the event of accident, illness, or untimely death of a partner or key staff member, your business can continue. With our tailored solutions, you'll be equipped to navigate disruptions with minimal impact.

What our clients say

"I have been with Shane for over 5 years and really value his input and advice. Shane actually takes the time to know you and your family which enables him to offer a very targeted service."

Darren M

"I can't speak highly enough of how effortless Shane and his team made managing my finances. Their knowledge of the current markets and professional, no pressure approach put my mind at ease."

Les P

"Shane is absolutely amazing! He goes above and beyond to ensure we got the best financial service. We highly recommend him!!"

Michelle H

"We organised our home loan and personal insurance through SMARTIN Financial Services. Shane Martin was amazing - he made the whole process extremely easy for us. As I was a first home buyer, Shane went out of his way to ensure that I understood all elements of the process and the loan. I was at home and my husband out of town working - Shane did a wonderful job of keeping in touch with both of us and making sure we were all on the same page. He was extremely accommodating of our busy lifestyle and conscious of making it stress-free for both of us. I would recommend SMARTIN to anyone in the market for financial services."

Matthew F

"I have only recently started working with Shane and his team and throughout every aspect of my financial journey so far he has gone above and beyond in helping me in every way possible & always there at the other end of the phone when I need him! His personalised service has given me confidence in my future investments and I look forward to working with him more."

Grace s

"We've been with Shane for many years now and has always done great by us."

MATTHEW F