Smarter Finances 11 Leasham Way, Medina, Western Australia 6167
About the Business
Welcome to Smarter Finances, a trusted establishment located at 11 Leasham Way, Medina, Australia. As a finance point of interest, we specialize in providing personalized advice that takes your unique situation into account.
At Smarter Finances, we work closely with your bank to offer comprehensive financial planning products and services. Our goal is to simplify your life and provide you with a sense of security and peace of mind. Whether you are planning for retirement or looking to achieve financial independence, our experienced team is here to help you reach your goals.
We understand that financial planning is not just about dollars and cents. It is about building a long-term relationship with our clients, similar to an athlete working with a coach to improve their performance and reach their potential. Our ethical standards and expertise ensure that your finances are always in safe hands.
One of the reasons many individuals choose to start a Self-Managed Super Fund (SMSF) is to have access to a broad range of investment options. With a SMSF, you can invest in managed funds, term deposits, shares, property, and even alternative assets such as antiques and artwork. Our team can guide you through the process and help you make informed investment decisions.
But don't just take our word for it. The praise and recommendations from our clients speak volumes about the quality of our services. We believe that what others say about us is infinitely more powerful than what we say about ourselves. The raps and raves from our clients are the biggest compliments we can receive.
So, if you are looking for personalized financial advice and a partner to help you navigate the complexities of financial planning, look no further than Smarter Finances. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Location & Phone number
11 Leasham Way, Medina, Western Australia 6167, Australia
Hours open
Monday:
08:45 - 16:00
Tuesday:
08:45 - 16:00
Wednesday:
08:45 - 16:00
Thursday:
08:45 - 16:00
Friday:
08:45 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Ati Ardian, Crosscorp Business Advisors: βI Iove that we have a someone who knows what is going on with Super Legislations (especially with the webinar updates) and also the ability to tap into documents that are prepared by the lawyers to document all the SMSF documentation requirements. Their pension documents for example have additional features that can be created and adjusted because they link back to the trust deed. β"
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