For a significant amount of people, we see typically they have not focused on making the most of their investments. Investment returns are a significant long-term factor that can impact your wealth and retirement.
If your investments are left a sub performing state then it may cost you tens, hundreds of thousands, or even millions over your lifetime. It might mean the difference between struggling in your later years, or living in comfort.
Surely something that is this important deserves attention and care.
We at Smart Wealth Financial are very focused to make sure that your investments are working hard for you. We use top domestic and global research combined with a range of excellent investment managers to manage your wealth. We regularly review those managers to make sure they continue to deserve to a part of your portfolio.
The approach ensures that you have some of the best and brightest investment management talent both in Australia and overseas continually monitoring your investments, as well as identifying new opportunities. To beat an approach like this with the same diversified level of risk by yourself, you would either be very lucky or work extremely hard.
We take all the stress and worry out of investing while at the same time ensuring that you are invested in a very smart way.
If you want to make sure that you are well invested then book your complimentary appointment with a Financial Adviser from Smart Wealth Financial.
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.
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.
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.
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.
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