Free Competitors

At Smart Financial we want to help you achieve clarity when envisioning your financial goals and dreams. We do this by establishing a long-term partnership with you and employing our expertise and experience to address all aspects of your finances. We are a locally-owned practice; all our Partners live in the Illawarra. As a local business, you can rest assured that we share your values, as well as your local heritage. Additionally, our highly-qualified team is the perfect size to provide you with individualised attention, while simultaneously drawing on a wide breadth of knowledge and experience.

InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life. Whether you’re saving for a home deposit or building wealth for a comfy retirement, InvestSMART does the hard work for you. We offer 10 low-cost, readymade investment portfolios featuring a blended mix of ETFs selected by our investment experts, for you to choose from. They offer you a hassle-free path to diversification. Most of our portfolios are celebrating their 10-year anniversary this year and we are pleased to say that they have consistently outperformed the majority of our peers (and there are hundreds of them) by 1% to 2% over that period. While we are proud of our achievements, we understand the importance of looking ahead with caution – after all, past performance doesn’t guarantee future results.

Legacy Planning is a specialist 'Financial Advice' organisation. Experience ranges from designing and implementing proven SMSF strategies and working with trustees on a regular basis to ensure they achieve the required level of practical capability. At Legacy, we work closely with our clients to build personalised financial plans that create, grow and protect wealth. 1300 846 563.