At Smart Private Wealth, our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature.
We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.
Making the decision to engage with Smart Private Wealth means that you want to make a positive difference to your personal financial future.
We truly believe everyone needs a financial plan. Our financial advice can really make a difference to you by helping you identify realistic goals and put strategies in place to achieve them.
At Smart Private Wealth, we understand you first. We have a well-developed process that helps us to understand our clients. Only after understanding who you are and what you want, do we develop a plan to help you achieve your goals.
We are committed to our clients and work hard to develop a relationship where we get to know you as a person. We love to know about your kids and your dog, the holiday plans you have or the challenges you may have faced.
We are committed to returning phone calls and emails within 24 hours.
We strive to work collaboratively with you as your long-term trusted advisor as you move through life’s transitions.
Licenced Financial Adviser
SKILLS & EXPERIENCE:
Masters of Financial Planning
Graduate Diploma of Financial Planning
Diploma of Financial Planning
Completed FASEA Exam
New education requirements for financial planning
Succession, Asset Protection and Estate Planning Adviser Accreditation
Awards & Recognition:
Count Financial 2023: WINNER – New Adviser of the Year
SAPEPPA Foundation Member
"My husband and I connected with Shannon and the team approx two years ago. We started dealing with Bianca when working with Smart on our Financial Goals. Bianca has been nothing but a pleasure to deal with her attention to detail, and follow-up, coupled with her warm and friendly manner has made our business dealings and processes seamless. Moving our superannuation fund to SMSF seemed daunting at first, but Bianca simplified the process for us by completing all of the necessary paperwork in advance, making sure we had a clear understanding of what was required and went over and above to make sure we understood the process.There have been many times we have called with questions and every time we are met with that friendly voice, calm, measured and only too happy to chat. If she doesn’t know the answer (which is rare) she will find out and get straight back to us. Never have I had to call her back to ask the question again.
We are very happy we found Shannon, Bianca and the team."
Debra Gaul (Black Dog Marketing)