Limited sessions available

Pay off your home faster.
Build real wealth
at the same time.

Apply Now — It's Free

Most Australians earning $150K+ are solving their mortgage and their wealth as two separate problems. They're not. Apply for a free 15-minute strategy session with one of our wealth advisers.

15 min
Strategy session
$150K+
Minimum income
1 day
Response time
5.0
reviews
FS
Fidel & Shiromi

The team at Smart Money have made our journey to financial freedom easy. Genuine and supportive, while demonstrating well planned approaches to wealth in our family. No more living week-to-week.

TT
Tim & Tracey

It's rare to come across a business that takes pride in its work. The guys at SmartMoney think totally outside of the box — when other companies said no, these guys found a way to meet all our expectations.

SM
S. Moldrich

Smart Money has given me advice on loan products, superannuation and managing debt. The team was great at explaining my options — I felt confident the advice was right for me.

JD
John D.

SmartMoney Wealth Management helped me plan for my children's education and secure my family's future. I highly recommend their services!

No obligation. No sales pitch.
Application takes under 2 minutes
We call you — no booking systems
Sydney Olympic Park — serving clients nationally
Book your free session

Select a time that works for you

A wealth adviser will confirm your appointment and be in touch within 1 business day.

General advice — no obligation
Your data is secure
Response within 1 business day
Sydney Olympic Park
No fees. No pressure.
How it works

Three steps to a smarter financial strategy

01
Apply in 2 minutes
Tell us about your income, your mortgage, and your goals. No documents. No paperwork. Just a few quick questions.
02
We call you
One of our wealth advisers contacts you within 1 business day at your preferred time. A real wealth adviser — not a call centre.
03
Get your strategy
A free 15-minute session mapping out exactly what's possible — mortgage, super, tax and investments working together.
What you'll get

A clear picture of where you stand — and what's possible

Offset account assessment
We'll show you exactly how much interest you could be saving each month with the right loan structure.
Super contribution analysis
See how much tax you could save through concessional contributions — and where that saving should go.
Investment structure review
Assess whether your investments are in the right structure — inside super, personal, trust or company.
A 12-month action plan
Not generic advice — a specific set of actions in the right sequence for your income, goals and situation.
SmartMoney

General advice only. This page does not constitute personal financial advice. SmartMoney Wealth Management is the parent company of SmartMoney Financial Services Pty Ltd (ABN: 67 618 468 741), a Corporate Authorised Representative (No: 001265087) of Bluewater Financial Advisors Pty Ltd (ABN: 99 153 118 533), holder of Australian Financial Services Licence no. 411846. © SmartMoney Wealth Management. All rights reserved.