Smart Weatlh Financial
Smart Weatlh Financial
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  • Financial Advice
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    • Aged Care Advice
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    • Cashflow and Budgeting
    • Estate Planning
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Superannuation Advice Sydney

We provide superannuation advice in Sydney

Is Your Super the Best it could be?

For many people in Sydney superannuation is a very important part of their financial assets. It is likely that super will form a crucial part of your retirement income. 


If you aren’t giving your super it's deserved attention, is it because you are too busy or because retirement seems too far away?

  

If this is the case then you may be doing yourself a great disservice. You may end up retiring on a lot less wealth and income than what you could have, or you might end up retiring a lot later than you needed to. 


What you do now can make an enormous difference to your financial future. Compound investment growth combined with a reduced tax environment can be a powerful and wonderful thing. 


There are likely many things that you can do now to make the most of your superannuation. This will help your financial future to be a lot more promising. 


Smart Wealth Financial can help you to make the most of your superannuation. We are fully licensed to be able to provide you with Superannuation advice customised to your personal circumstances. 


We can help you with;

  • Ensuring your super is invested in highly rated investments to help deliver powerful long term compound growth. 
  • Helping you take advantage of contribution rules and limits. 
  • Determining a plan to help you to retire when you want, on a retirement income that you are happy with. 
  • Avoid costly mistakes by not knowing all of the superannuation rules. 
  • Taking the time and burden from you to manage your super, so that you can continue with working and leisure. 
  • If you also have insurance within your super, we can ensure it is structured to your best advantage in a range of different areas. 


Take the first step in making the most of your superannuation today and book in your complimentary appointment so we can asses how we can help you. 


5 Reasons for You to Contact Us

  1. Financial Advice is what we specialise in.
  2. We are licensed to provide you personal financial advice within Australia.
  3. We use a wide range of high quality investment managers and insurers.
  4. We are not bank or industry super fund aligned but can advise across all these areas.
  5. We act in your best interests, are hardworking and friendly, and our clients love us! 

Book Your Complimentary Appointment Online Now

Other services

Retirement Planning

Personal Insurance Advice

Personal Insurance 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 >>

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.

Personal Insurance Advice >>

Investment Advice

Cashflow and Budgeting

Cashflow and Budgeting

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

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. 

Cashflow and Budgeting >>

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.

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.

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Smart Wealth Financial

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

02 8814 1918

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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