About Us

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.

Rupa Tamaschke (Principal Financial Adviser)

Qualifications

Advanced Diploma of Financial Services (Financial Planning) via Kaplan Professional.
Diploma in Financial Services (Financial Planning) Via Kaplan Professional.
Bachelor of commerce (Accounting) from University of Western Sydney.
Bachelor of Laws from University of Western Sydney.
Diploma in Legal Practice.
Rupa is an associate member of the Financial Planning Association (Financial Planner AFP®).
Rupa has been admitted as a Lawyer to the Supreme Court of NSW in 2012.

Paul Tamaschke (Principal Financial Adviser)

Qualifications

Paul has been a Financial Adviser in Australia since 2003 and is highly experienced.
Certified Financial Planner® and a member of the Financial Planning Association of Australia
Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia.
Advanced Diploma in Financial Services (Financial Planning)
Bachelor of Science from the University of Queensland
Bachelor of Arts from the University of Queensland.

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.

Retirement Planning >>

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.

Superannuation 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.

Personal Insurance Advice >>

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.

Investment Advice >>

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.

Cashflow and Budgeting >>

What others are saying

Gary Minford

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.

Jacob Augimeri

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.

Melissa Phillips

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.

Smart Wealth Financial

Suite 44, 11-13 Brookhollow Ave, Norwest NSW 2155

02 8814 1918

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

About Us

Rupa Tamaschke (Principal Financial Adviser)

Paul Tamaschke (Principal Financial Adviser)

services

Retirement Planning

Personal Insurance Advice

Superannuation Advice

Superannuation Advice

Personal Insurance Advice

Superannuation Advice

Personal Insurance Advice

Personal Insurance Advice

Personal Insurance Advice

Investment Advice

Cashflow and Budgeting

Personal Insurance Advice

Cashflow and Budgeting

Cashflow and Budgeting

Cashflow and Budgeting

What others are saying

Gary Minford

Jacob Augimeri

Melissa Phillips

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