SmartMoney Wealth Management
2026-10-11T03:36:03.295Z
We’ve been with the team since December 2023 and couldn’t be happier. Our adviser, Charlie, took the time to understand our full financial position, helped us set clear goals, and put together a strategy to build wealth for retirement and long-term financial security for our son.We have regular check-ins to review how things are tracking and adjust as needed. Charlie always listens, respects our personal preferences, and gives sound, practical advice.Recently we moved to an SMSF, and Charlie, Aram and Hovig made the whole process simple: the setup, property search and purchase, finance, and liaising with the solicitors. They’re always happy to take the time to explain anything we don’t understand, which has made a big difference in feeling confident about our decisions.Highly recommend them to anyone looking for genuine, ongoing financial advice.
We’ve been with the team since December 2023 and couldn’t be happier. Our adviser, Charlie, took the time to understand our full financial position, h... More