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1300 088 930
support@smartstartfs.com.au
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 * About Us
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   * The true value of advice
   * Affiliations & Memberships
 * When we help
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   * Comprehensive Specialist Financial Advice and Structuring
   * Estate Planning
 * Lifespan Invest
 * Education
   * Calculators
   * Insights
   * Smart Start newsletter
   * Our Publications
 * Client Portal
 * Contact

Menu
 * About Us
   * About Us
   * Our Team
   * The true value of advice
   * Affiliations & Memberships
 * When we help
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   * Comprehensive Specialist Financial Advice and Structuring
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 * Education
   * Calculators
   * Insights
   * Smart Start newsletter
   * Our Publications
 * Client Portal
 * Contact

Schedule a Call
1300 088 930
support@smartstartfs.com.au
Facebook X-twitter Linkedin Trophy
 * About Us
   * About Us
   * Our Team
   * The true value of advice
   * Affiliations & Memberships
 * When we help
 * Services
   * Comprehensive Specialist Financial Advice and Structuring
   * Estate Planning
 * Lifespan Invest
 * Education
   * Calculators
   * Insights
   * Smart Start newsletter
   * Our Publications
 * Client Portal
 * Contact

Menu
 * About Us
   * About Us
   * Our Team
   * The true value of advice
   * Affiliations & Memberships
 * When we help
 * Services
   * Comprehensive Specialist Financial Advice and Structuring
   * Estate Planning
 * Lifespan Invest
 * Education
   * Calculators
   * Insights
   * Smart Start newsletter
   * Our Publications
 * Client Portal
 * Contact

Schedule a Call


PREPARE FOR TOMORROW, MAKE THE MOST OF TODAY

View Our Services


THE VALUE OF FINANCIAL ADVICE

At Smart Start Financial Services, we believe in the value of financial advice.
In today’s complex and everchanging financial world, it’s never been more
important to seek qualified and experienced guidance to help you secure a
successful financial future.

Our major goal is to make it easier for all Australians to access and benefit
from receiving the right advice for their individual needs and objectives.

Whether it be simple fact-based information to make your own decisions or
holistic advice from a qualified financial adviser, at Smart Start Financial
Services, we’re here to help.

Find out more


WHAT WE DO

WE DEVELOP TAILORED STEP-BY-STEP FINANCIAL STRATEGIES AND HELP YOU MAKE INFORMED
DECISIONS ABOUT YOUR MONEY.




SUPERANNUATION

Superannuation is a way to save for your retirement. You build up super while
you are working to make sure you can have a comfortable retirement.

Find out more ....


RETIREMENT PLANNING

Retirement may seem like a long way off but putting money into super now is
still a tax effective way to invest your money for the future

Find out more ....


INVESTMENTS

Everyone has different needs and circumstances. Please contact us before you
start putting your money into any form of investment.

Find out more ....


WEALTH PROTECTION

Insurance is the foundation of all financial plans. We can help you evaluate the
risks and come up with the right solution for you and your family.

Find out more ....


SELF MANAGED SUPER

An SMSF is one where you, as a trustee and member, have responsibility over the
management, investment and admin of your super fund.

Find out more ....


DEBT MANAGEMENT

Effective debt management is not just about the interest you pay, but also the
type of assets you’re investing in and prioritising your debts.

Find out more ....


ESTATE PLANNING

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your
assets are distributed to the right people at the right time.

Find out more ....


AGED CARE

It’s not easy making the decision to place a loved one into care. Once you’ve
made the call, it can be confusing to understand how it all works.

Find out more ....


THE ROLE OF A FINANCIAL ADVISER

A qualified financial adviser will work with you and take into account your
whole situation and unique circumstances. They will tailor a plan to help you
achieve your short and long-term goals as well as protect you, your assets and
loved ones.

A financial adviser will help you:

 * Invest tax-effectively
 * Choose the most appropriate investment strategy
 * Make the most of your super
 * Protect your assets
 * Protect you and your family
 * Plan for retirement

Importantly, research tells us that the benefits of financial advice extend far
beyond measurable financial gains – to improved physical health and well-being
and increased personal happiness.


INSIGHTS

5 EXPENSIVE MISTAKES YOU MAY BE MAKING WITHOUT REALISING

23rd July 2024
Do you have big goals for your future, like buying property or retiring early? A
good place to start is…

DO YOU KNOW THE FINANCIAL IMPACT OF ILLNESS?

16th July 2024
The latest ‘Cost of Care’ report has revealed the financial burden of illness,
costing some Australians millions of dollars. Zurich…

FIVE STEP SUPER HEALTH CHECK

9th July 2024
Check… that your Super is consolidated Multiple accounts mean multiple fees,
eating into your retirement savings. Use the ATO’s online…

SMART START MONTHLY - AUGUST 2024

8th August 2024
Most of us have been experiencing unexpectedly cold temperatures and high
rainfall lately but the good news is that spring…

WHY RETIREMENT IS GETTING MORE EXPENSIVE

7th August 2024
The increasing cost of living is making retirement more expensive than ever,
according to the Association of Superannuation Funds of…

SUPER OPPORTUNITIES FOR THE NEW FINANCIAL YEAR

30th July 2024
The 2024/25 Financial Year brings minor regulatory changes that may present
opportunities to update your superannuation and investment plans. Increase…

5 EXPENSIVE MISTAKES YOU MAY BE MAKING WITHOUT REALISING

23rd July 2024
Do you have big goals for your future, like buying property or retiring early? A
good place to start is…

DO YOU KNOW THE FINANCIAL IMPACT OF ILLNESS?

16th July 2024
The latest ‘Cost of Care’ report has revealed the financial burden of illness,
costing some Australians millions of dollars. Zurich…

FIVE STEP SUPER HEALTH CHECK

9th July 2024
Check… that your Super is consolidated Multiple accounts mean multiple fees,
eating into your retirement savings. Use the ATO’s online…

SMART START MONTHLY - AUGUST 2024

8th August 2024
Most of us have been experiencing unexpectedly cold temperatures and high
rainfall lately but the good news is that spring…

WHY RETIREMENT IS GETTING MORE EXPENSIVE

7th August 2024
The increasing cost of living is making retirement more expensive than ever,
according to the Association of Superannuation Funds of…

SUPER OPPORTUNITIES FOR THE NEW FINANCIAL YEAR

30th July 2024
The 2024/25 Financial Year brings minor regulatory changes that may present
opportunities to update your superannuation and investment plans. Increase…

5 EXPENSIVE MISTAKES YOU MAY BE MAKING WITHOUT REALISING

23rd July 2024
Do you have big goals for your future, like buying property or retiring early? A
good place to start is…

DO YOU KNOW THE FINANCIAL IMPACT OF ILLNESS?

16th July 2024
The latest ‘Cost of Care’ report has revealed the financial burden of illness,
costing some Australians millions of dollars. Zurich…

FIVE STEP SUPER HEALTH CHECK

9th July 2024
Check… that your Super is consolidated Multiple accounts mean multiple fees,
eating into your retirement savings. Use the ATO’s online…
 * 1
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Read more


WHAT OUR CLIENTS SAY

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John DoeCEO
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nec ullamcorper mattis, pulvinar dapibus leo.
John DoeCEO
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nec ullamcorper mattis, pulvinar dapibus leo.
John DoeCEO
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nec ullamcorper mattis, pulvinar dapibus leo.
John DoeCEO
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nec ullamcorper mattis, pulvinar dapibus leo.
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OUR ADDRESS

 * Shop 13, The Village Glenorie
   4 Post Office Road, Glenorie NSW 2157

 * 1300 088 930

SITE PAGES

 * About Us
   * About Us
   * Our Team
   * The true value of advice
   * Affiliations & Memberships
 * When we help
 * Services
   * Comprehensive Specialist Financial Advice and Structuring
   * Estate Planning
 * Lifespan Invest
 * Education
   * Calculators
   * Insights
   * Smart Start newsletter
   * Our Publications
 * Client Portal
 * Contact

Menu
 * About Us
   * About Us
   * Our Team
   * The true value of advice
   * Affiliations & Memberships
 * When we help
 * Services
   * Comprehensive Specialist Financial Advice and Structuring
   * Estate Planning
 * Lifespan Invest
 * Education
   * Calculators
   * Insights
   * Smart Start newsletter
   * Our Publications
 * Client Portal
 * Contact

INSIGHTS


SMART START MONTHLY – AUGUST 2024

8th August 2024


WHY RETIREMENT IS GETTING MORE EXPENSIVE

7th August 2024


SUPER OPPORTUNITIES FOR THE NEW FINANCIAL YEAR

30th July 2024

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Smart Start Financial Services is a corporate representative of Lifespan
Financial Planning
ASFL: 229892
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Credit services are provided by Smart Start Money & lending and Roger Wheelahan
under Australian Finance Group Ltd Australian Credit Licence 389087 and Credit
Representative Number 406622


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