Smart Financial
About the company
Smart Financial is a financial advisory firm established in Shellharbour over 15 years ago. It is privately owned with no exclusive alignment to any major financial institution. The firm operates multiple offices in the region. Its advisers are long-term residents of the local area. Smart Financial offers financial planning, accounting, and lending services. The firm serves clients throughout the Illawarra, Shoalhaven, South Coast and across the East Coast of Australia. Smart Financial also runs a cadetship program.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Jake Bailey has recently been looking after my finances and I’m very happy with his insight and care in this job. He is always happy to answer my questions and spend time with me. As I approach retirement age, I feel confident that Jake will advise me in the best possible way.
Had the most incredible and informative and caring chat today with Haden, absolutely spot on with assistance and guidance in my endeavour to seek further financial independence with reverse mortgage and HEAS …I have now cleared my worries and my mind and can now confidently select my future path for my retirement….wifh goals set in place….thank you ever so much Haden…..highly recommended…👍👍👍
Jye is amazing. We only catch up once a year and he has always done his home work prior to our appointment. Keep up the great work x Cathy and Peter
Jake, Hadi, and the team at Smart Financial Nowra are always friendly, helpful and professional. Jake's advice for retirement planning soothed our fears and set us up for financial stability in the lead up to retirement and beyond. Jake has also assisted me with Estate Planning for my mum, who now has no financial stress at all. Couldn't be happier with how easy they are to deal with. Will certainly be recommending to others.
David and the team in Nowra are great to deal with. Professional, friendly, and knowledgeable. They made it easy to make informed decisions that will really help in retirement. Can't recommend them highly enough.
I wouldn't go anywhere else for great financial advice. David is a knowledgeable person who communicates advice in a kind and professional manner. Can't recommend them highly enough.
Working with Jake from Smart Financial has been the best decision we have ever made. Retirement decisions are hard at the best of times but Jake has made the process so smooth and has guided us to make informed decisions about our super, tax and retirement options. Looking for a financial planner, look no further than Jake at Smart Financial Nowra.
Financial advisers & planners in Nowra compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Nowra are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Smart Financial (this page) | ★ 5,0 | 26 | No |
| 2 | Lawrence Harrison Financial Planning | ★ 4,9 | 33 | Yes |
| 3 | Simon Harrison Financial Services | ★ 5,0 | 3 | No |
| 4 | South Coast Wealth Management Pty Ltd. | ★ 4,5 | 2 | No |
| 5 | Harkness Financial Pty Ltd | ★ 4,0 | 3 | No |