Strategic Financial Advice for Long Term Confidence
From building wealth to planning retirement, we provide structured advice tailored to your goals.
-----
Important Notice
We’ve received reports of unsolicited calls from individuals claiming to represent “Smart Wealth.” Please note our firm’s official name is Smart Wealth Financial, and we do not make unsolicited phone calls requesting personal or financial information.
If you receive a call from anyone saying they’re from “Smart Wealth” and you’re uncertain of its legitimacy:
- Do not provide any personal or financial details
- Hang up immediately
- Verify the call by contacting us directly on 02 8814 1918 or via our Contact Form
Your security is our highest priority.
-----
Is Your Financial Future on Solid Ground?
Most people we talk to admit they’re not as in control of their finances as they’d like to be. Whether it's unreviewed superannuation, misaligned investments, or a lack of a clear retirement strategy—these gaps can cause real problems down the road.
The Risks of Financial Inaction
Without proactive steps, you might find yourself:
- Lacking the savings you need to retire comfortably
- Taking on unnecessary financial risks
- Working longer than you planned
- Missing out on potential growth from smart investments
- Leaving your family vulnerable to financial hardship due to insufficient insurance
But you don’t have to face these issues alone.
Expert Advice Tailored to You
At Smart Wealth Financial, we’re dedicated to providing you with clear, personalised advice that takes the guesswork out of your finances. By working with us, you’ll not only reduce financial stress—you’ll gain confidence in your future.
Our team of licensed Financial Advisers is here to make sure your finances work smarter, so you can live with the security and peace of mind that come from knowing your money is being put to its best use.
Why Choose Smart Wealth Financial?
- Experienced and Licensed: Years of professional expertise, fully licensed by ASIC
- Tailored Financial Strategies: We provide advice specific to your goals
- Local & Accessible: Proud to be part of the Hills District, offering face-to-face meetings when needed
- Focused on You: We limit our client base to give you personalised, ongoing service
Get Started on Your Journey
Ready to take the first step? Book a discovery conversation to determine whether professional financial advice is right for you.
Considering Financial Advice?
Start with an initial discovery conversation of up to 30 minutes via Zoom or phone to see whether it makes sense to work together.
This conversation helps us understand what you are looking for, explain how we work, and determine whether professional advice is the right fit for your situation.
If appropriate, we will outline how we can help and the next steps from there.
What we cover
• Your situation at a high level
• What you are hoping to achieve
• How our advice process works
• Where professional advice may add value
• The next steps if it makes sense to proceed
What clients say about working with Smart Wealth Financial
Meet the team
Rupa Tamaschke
Rupa Tamaschke
Rupa Tamaschke
Principal Financial Adviser
Rupa Tamaschke has been involved in the financial service industry for over 10 years and advising for over 6 years. Rupa is an Associate member of the Financial Planning Association.
Rupa is also a Solicitor admitted into the Supreme Court of NSW in 2012.
Paul Tamaschke
Rupa Tamaschke
Rupa Tamaschke
Principal Financial Adviser
Paul has been involved in the financial service industry for over 20 years and advising for over 15 years. During this time, he has worked at a number of leading financial institutions within Sydney.
Paul is a Certified Financial Planner® and a member of the Financial Planning Association of Australia.
services
Retirement Planning
Personal Insurance Advice
Superannuation Advice
We can help you to plan for your retirement financially. Whether you are 20 years from retirement to if you already are retired, we can advise you. This will help to make the most of your situation and set you up well for your retirement.
Superannuation Advice
Personal Insurance Advice
Superannuation Advice
Superannuation is a major and important asset for a lot of Australians. It can be a fantastinc vehicle to grow your wealth. However, it also requires expert advice to navigate and make the most of it. We are experts and can help you.
Personal Insurance Advice
Personal Insurance Advice
Personal Insurance Advice
We can help you in the areas of Life Insurance, Income Protection insurance, and Disability insurance. We can expertly advise you to make sure you and your family are financially protected in the case of unexpected death, injury, or illness.
Investment Advice
Cashflow and Budgeting
Personal Insurance Advice
Investing wisely is a very important part of wealth creation and wealth management. At Smart Wealth Financial we focus on ensuring your money is invested excellent investments, both in Australia and around the world.
Cashflow and Budgeting
Cashflow and Budgeting
Cashflow and Budgeting
Making the most of your cashflow is a foundation of wealth accumulation and management. We take the time to understand your cashflow to make sure you are on good foundations to meet your goals.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
The first step is to book an initial discovery conversation via Zoom or phone.
This is a conversation of up to 30 minutes where we discuss your situation at a high level, explain how we work, and help both of us decide whether it makes sense to proceed.
If appropriate, we will outline how we can help and the next steps from there.
All financial advisers in Australia are required to be listed on ASIC’s Money Smart financial advice register. You can search our names there to check. Important: Before receiving personal financial advice from anyone please check that they are listed on ASIC’s Money Smart financial advice register.
The value of financial advice depends on your circumstances, but our role is to provide clear, structured guidance tailored to your situation. You will work with a qualified, experienced, and authorised financial adviser who helps you make informed decisions, avoid costly mistakes, and bring clarity to complex financial issues.
Our advice is designed to give you confidence in your strategy and direction, particularly as your financial decisions become more important over time.
Smart Wealth Financial
Suite 44, 11-13 Brookhollow Ave, Norwest NSW 2155
Copyright © 2018-2026 Smart Wealth Financial - All Rights Reserved.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where necessary, seek professional advice from a financial adviser.
Smart Wealth Financial is a Corporate Authorised Representative of Smart Financial Services AFS Licence Number 542371
This website uses cookies.
We use cookies to analyse website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.