We work with a wide variety of clients, from young people starting out and busy families to small and medium sized business owners, professionals, senior executives and retirees.
Whether our client’s goal is to manage their day-to-day finances and budgeting more effectively, plan for third level education, structure a tax efficient business exit or retirement plan or implement tax efficient long-term care, estate or wealth transfer planning, we are well placed to guide them.
Who do we work best with?
We find that our clients have a purpose and desire to achieve their goals and believe that working with expert professionals is the best way to help them get there.
We don’t put minimum requirements on the level of assets needed for investment or income earned for you to become a Smart Finance client. We want to work with clients who are motivated to achieve their goals and recognise the value an experienced a Holistic Lifestyle Financial Planner can bring to their lives.
If this resonates with you, why not contact us to find out more.