Understanding. Guidance. Experience.
Trust.

At SmartMove Advice, we understand that your financial future is one of the most important aspects of your life. 

30+ Years Combined, 30 Staff, 6 Advisers – All Working for You.

30+ Years Combined, 30 Staff, 6 Advisers – All Working for You.

With a dedicated team of 30 professionals, including over six highly qualified advisers, we bring an unparalleled level of knowledge and personalized service to each and every client.

Empowering individuals to secure their financial future with tailored advice, expert guidance, and proven strategies

To be the trusted partner for Australians seeking financial freedom and a confident retirement through personalized, innovative financial solutions.

"SmartMove Advice helped me retire early with confidence – professional, clear, and highly effective service!"

Your Future Deserves the Right Advice.

At SmartMove Advice, we specialize in a wide range of services designed to help you grow and protect your wealth. Each service we provide is carefully structured to ensure your financial future is optimized for success.

At SmartMove Advice, we specialize in a wide range of services designed to help you grow and protect your wealth.

Retirement Planning

Retirement Planning

Maximize your retirement savings and take control of your superannuation. We review your current plan and offer strategies to boost your returns while minimizing risk.

Insurance and Risk Management

Insurance and Risk Management

Protect your assets and loved ones with comprehensive insurance. We’ll assess your current policies and recommend any necessary adjustments to give you peace of mind.

Investment Management

Investment Management

Our investment management services focus on growing your wealth while carefully managing risk. We tailor investment strategies to your specific goals, ensuring your portfolio works effectively toward long-term financial security.

Financial Planning

Financial Planning

We offer personalised financial planning to help you reach your goals, whether it's managing debt, saving for the future, or preparing for retirement. Our strategies are designed to provide clarity and peace of mind at every stage of your financial journey.

Secure Your Family's Future Today.

Take control of your financial well-being with expert advice and personalised strategies. Don’t leave your family’s future to chance – let us guide you toward financial security and peace of mind.

Effortless Financial Guidance in 5 Simple Steps.

At SmartMove Advice, we make securing your financial future straightforward. Our streamlined process ensures clarity at every stage, from a quick introductory call to the final implementation, all while keeping your best interests at heart. You’ll benefit from expert analysis, tailored strategies, and a seamless experience without the need for any out-of-pocket expenses. Let us guide you towards a more secure and prosperous retirement.

At SmartMove Advice, we make securing your financial future straightforward. Our streamlined process ensures clarity at every stage, from a quick introductory call to the final implementation, all while keeping your best interests at heart.

Step 1

S

Intro Call

Duration: 2-5 Minutes

A quick, two-five minute call to schedule your first appointment. We’ll gather some basic details and find a time that suits you.

Step 2

M

Presentation

Duration: 45 Minutes

A 45-minute session where we’ll review what you’re potentially on track for and compare it against the top-performing funds in Australia. This is your opportunity to ask questions and understand how we can assist with your financial outcomes.

Step 3

A

Initial Adviser Consultation

3-5 business days later

Duration: 45 Minutes

Held a few days after your presentation, this 45-minute meeting dives deeper into your financial goals. We’ll conduct a risk assessment and begin crafting a tailored strategy that suits your needs.

Step 4

R

Statement of Advice

1-2 weeks later

Based on our discussions, we’ll provide you with a comprehensive Statement of Advice, detailing how we can assist  with your financial position. We’ll go through this in detail with you, so you feel confident moving forward.

Step 5

T

Implementation

1-2 weeks later

Duration: 45 Minutes

If you choose to proceed, our team will handle everything, from paperwork to execution. And the best part? Our fees can be taken directly from your superannuation, meaning no out-of-pocket expenses for you.

Don’t Just Take Our Word For It – Hear from Our Clients.

Proven Strategies, Personalised Support.

When it comes to securing your financial future, you want a team that you can trust. With SmartMove Advice, you’re not just a client – you’re part of our family. Here’s why thousands of Australians trust us to guide them:

Frequently Asked Questions.

1. How much does your service cost?

Our service fees can be deducted directly from your superannuation, meaning there are no out-of-pocket expenses for you.

Our personalised approach, experienced team, and proven strategies set us apart. We focus on building long-term relationships and delivering results tailored to your financial goals.

Not at all. We work with clients at all stages of life and financial circumstances. Our goal is to help you make the most of your situation, no matter where you start.

Once you have had your Initial Adviser Consultation and provided with your Statement of Advice, implementation typically begins within a few days, depending on your specific needs.

Yes, we offer ongoing support and advice to ensure your superannuation and financial strategies remain aligned with your goals as they evolve.
It all begins with a quick intro call. From there, we’ll schedule your presentation and get you on the path to a brighter financial future.