Smart Financial Advisory Pty Ltd - Financial Planning & Advisor Keysborough

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015. I am very satisfied with the advice given and feel secure in the direction my finances have taken since. The professional approach to my initial enquiries gave me confidence that a comprehensive plan has plotted my future in the right direction.When necessary, Pallavi has further advised of corrective measures to update the course in changing circumstances. This overview gives me assurance that I am not alone but rather in a partnership to secure success.Thanks, John Farrell.

Very practical informative and sensible advice. Thank you Pallavi.

I was referred to Pallavi by my accountant, Zimsen and Partners, and am so glad i listened to them.Plalavi is very approachable and understanding and very thorough in her work.I was very impressed with her professionalism and her handling of my situation. Especially now in this current financial crisis, Pallavi has been very quick to monitor and stay on top of the situation for her clients.Well done and i have no hesitation in recommending anyone to use her professional services.Neil RaslanClient

To be honest, I never trusted or relied on anyone for my financial planning. But this all changed the day I met Pallavi 3-4 years ago.She always exhibits a positive demeanour. She is very open, honest and takes time to listen. Once my financial situation, priorities and long term plans are discussed, fine tuned and agreed to, she takes time to go back and research the market to get the best actionable goals that meet these plans and provide the best ROI. I like this approach quite a lot.Pallavi and her team always have gone above and beyond to ensure I am on track with my financial goals. If and when I deviate due to other life issues, they follow up and guided me to stay on course. She always watches our investments and takes steps to stay on top. Recent changes she suggested to my Super investment options during the COVID 19 crisis have saved me immensely and I can only be thankful for her foresight and proactive approach.I love our yearly review catch-ups. We go through the changes to our financial situation if any and review all our goals to ensure they are still aligned to my long term plans. She explains to me how our investments performed, what else can be done to ensure better returns this time. This reinforcement is great for someone like me who lacks time and market knowledge.Thanks, Pallavi for all your guidance. Please stay safe and healthy and I sincerely look forward to meeting you again and continuing our association.I highly recommend anyone who wants to get their finances right to use her professional services.

Pallavi is very passionate about her work and has vast knowledge to fit the plan as per customer’s circumstances. Sure I do recommend her for any Financial Planing.

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.