Expert personalised financial advice to help you secure your future with clarity and confidence.
Expert personalised financial advice to help you secure your future with clarity and confidence.
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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:
Your security is our highest priority.
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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:
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?
Get Started on Your Journey
Ready to take control of your financial future? Book a complimentary consultation today, or call us on 02 8814 1918.
Ready to start?
Book your complimentary appointment online now or call us on 02 8814 1918 to discuss your needs.
We’re here to help you with any questions you may have.
Rupa is fantastic to deal with. She is smart, straightforward, and gives great advice. She took the time to really understand our situation before recommending the best course of action for us, thoroughly recommend.
My partner and I have both received personal financial advice from Paul Tamaschke. He is incredibly thourough and professional. I have no hesitations referring friends and family to Paul and Rupa for financial advice.
I absolutely recommend Rupa. She takes the time to understand your situation and works with you to determine the best way forward with your super and any insurances you may need. Her advice is up to date and well researched and I trust her implicitly knowing she is working in my best interests.
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.
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.
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 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.
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.
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.
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.
Please contact us if you cannot find an answer to your question.
The best thing to do is to book your initial complimentary meeting. This meeting can be done over the phone, over Zoom, or face to face. At this meeting, once we understand you better we will be able to let you know how we can help you.
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.
This will depend on your specific situation and goals. You will benefit by having a qualified, experienced, and authorised financial adviser advising you on your unique circumstances. We will help you to navigate the complex world of finance and help make life easier for you.
Smart Wealth Financial
Suite 44, 11-13 Brookhollow Ave, Norwest NSW 2155
Copyright © 2018-2024 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
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