Smart Wealth Financial is a licensed Financial Advice firm located in North West Sydney. We provide personal financial advice in the areas of Investing, Retirement Planning, Superannuation, Personal insurance such as Life and Income Protection Insurance, and Cash flow and Budgeting.
We service the Hills district and surrounds including the following suburbs, Norwest, Bella Vista, Kellyville, Baulkham Hills, Castle Hill, Glenhaven, Rouse Hill, Dural, Annangrove, Kenthurst, Pennant Hills, Winston Hills, The Ponds, and Beaumont Hills. We also have clients outside of these areas who we are also happy to help.
Smart Wealth Financial was established in 2018 by Rupa Tamaschke. Rupa enjoys helping people to plan their financial future and make smart decisions. She grew up in the Hills and lived here for many years. Prior to Smart Wealth Financial she has worked for a number of financial advice firms delivering financial advice.
Paul Tamaschke joined Smart Wealth Financial as a Financial Adviser in 2021. Paul has been a Financial Adviser since 2003. During this time, he has worked at a number of leading financial institutions within Sydney. Paul enjoys helping his clients to navigate the financial system to achieve their financial goals.
Smart Wealth Financial is passionate about helping people to make the most of their financial situation.
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.
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.
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Smart Wealth Financial
44/11 Brookhollow Ave, Norwest, NSW 2153, AU
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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 Synchron AFS Licence No. 243313