Smart Financial

Smart Financial Planning | Accounting | Lending
Make your finances work for you. Life is long, plan SMART. Come and see us today for a consultation. Call us on (02) 4295 3331.

Serving clients in the Illawarra, Shoalhaven, along the South Coast and across Australia At Smart Financial we can assist in building your wealth, securing it and enjoying it. Our clients have a dedicated adviser that gets to know them, as well as their goals and objectives. We provide ongoing reviews of your portfolio, phone or face to face appointments when required and full time contact to your

dedicated adviser. Our clients don’t simply just gain an adviser; they gain access to an entire team of high level support staff.

What a hoot! A little bit of fun unfolded out front of Smart Financial thanks to the i98FM breakfast crew, Christian and...
02/09/2026

What a hoot! A little bit of fun unfolded out front of Smart Financial thanks to the i98FM breakfast crew, Christian and Bella, hosting a live broadcast from their couch on the corner of our building this morning.

Not only are they great at what they do, great community advocates, but of course, they’re great people as well.

Thanks for bringing an extra buzz of energy to our morning, i98 FM

As the latest tax reforms continue to reshape the financial landscape, it’s important to be aware that a structure or st...
01/09/2026

As the latest tax reforms continue to reshape the financial landscape, it’s important to be aware that a structure or strategy that was suitable several years ago may no longer provide the same benefits under today’s rules.

Chartered Accountant, Theresa Atlee and Assistant Amber Rooke, often help clients review business structures to ensure they remain fit for purpose, both today and into the future.

Get in touch to arrange a proactive conversation rather than a reactive one. Call 02 4295 3331

Read more on our website via the link below.

https://smartfinancial.com.au/2026/08/03/navigating-the-new-tax-reform/

28/08/2026

With the possibility of another interest rate rise, our Principal Mortgage Broker, Chris Smith, is available to discuss and review potential options.

An exciting new chapter begins for our client, Grant, joined by his wife Karen, who retired this month after an incredib...
25/08/2026

An exciting new chapter begins for our client, Grant, joined by his wife Karen, who retired this month after an incredible 40+ year career at BlueScope.

It’s always so rewarding to celebrate these special milestones with clients who we’ve walked alongside over many years, to help get them where they want to go.

We’ve looked after many BlueScope retirees and it’s always great to see them enjoy this next chapter of their lives.

A sweet postcard from Turkey ~ is just one of the best parts of what we do, seeing how the plans we put in place help ou...
24/08/2026

A sweet postcard from Turkey ~ is just one of the best parts of what we do, seeing how the plans we put in place help our clients enjoy the things they’ve worked hard for, including overseas adventures.

And It means a lot to us that they think of their financial advisers while they’re off having so much fun.

✈️🌎🧳

21/08/2026

Would you like to review your home loan and make sure it’s working harder than you are?

Call our Principal Broker, Chris Smith on 0437913713 for a complimentary assessment.

19/08/2026

We had the boys from Shellharbour City Suns join us to share how they see their hard work give rise to indisputable results, ahead of preparing for finals season.

What got our attention is how parallel the principles are to working towards a secure financial future.

~ Planning
~ Discipline
~ Focus
~ Consistency
~ Goals

While AFL and financial planning may be worlds apart, one thing is clear: success in either sport or life rarely happens by chance.

If you would like to understand how to best prepare for any season that may lay ahead in your life’s journey, get in touch. ☎️ 024295 3331

Congratulations to our Adviser, Nathan and his wife and family who recently welcomed their third healthy baby into the w...
18/08/2026

Congratulations to our Adviser, Nathan and his wife and family who recently welcomed their third healthy baby into the world.

These special milestones remind us of the responsibility we have to see our clients are set up for now and into the future, to ensure their most precious assets are protected and safe to grow.

12/08/2026

Tax time, let’s do it.

Our Chartered Accountant, Theresa Atlee specialises in tax compliance, advisory, GST, CGT, FBT, and tax planning for both businesses and families.

If you need your tax done, let’s do it.

☎️ 0242953331
📧 [email protected]

Would you believe it?! Two couples, who are also both clients here at Smart Financial, recently stumbled across each oth...
11/08/2026

Would you believe it?!

Two couples, who are also both clients here at Smart Financial, recently stumbled across each other on holidays in Chinchilla, Queensland.

Even when one couple lives in New South Wales and the other couple is from the sunshine state.

We love that our Smart Financial family connections run strong no matter what community you’re in or path you’re on.

Address

162/172 Shellharbour Road
Warilla, NSW
2528

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61242953331

Website

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