Smart Financial Advisory - Financial Planning & Advisor Mentone

Pallavi and her team have always provided us with a professional, reliable and approachable service. In a time where we have had little time and energy to pay much attention to managing our own finances, it has been very reassuring to have Pallavi on our side and managing things for us. We greatly appreciate her financial expertise, her personal understanding of the complexities of planning finances for young families and her unswerving capacity to read the financial climate and make informed decisions in order to constantly improve our financial situation . We've also found it very helpful to have the streamlining between our business accountants and Pallavi, making communication seamless. We love working with Pallavi and highly recommend her service to anyone needing financial planning and management.

We highly recommend Pallavi to those who are in need of any financial assistance. At first my husband and I were reluctant to seek help through a professional, however Pallavi and her team have exceeded our expectations. She is someone who we can trust, is honest and is determined to ensure that we get the best outcome possible in all situations. Like many, COVID was not an ideal situation, with her consent guidance and monitoring she was able to improve our financial situation. We appreciate the support that Pallavi and her team have provided and will happily continue being a client of Pallavi.ThanksKumar

Palavi is very knowledgeable with finance and offers great advise. I trust her judgement in managing managing my superannuation. Palavi and Erika are very professional in their conduct.

Pallavi and her staff are fantastic! I was diagnosed with Kidney cancer and had my kidney removed. Everything went well and Pallavi, Erika and Brydie were across my claim to the point of even checking which local pharmacies could certify my license as I was still in recovery and made everything so much easier during lockdown.Whenever I emailed forms across to them they would forward to the insurer straight away and update me on the progress.My claim was paid out within 4 weeks and as I had a lot going on it was a very important matter that I didn't have to worry about as Pallavi and her team handled everything perfectly and at lightening speed.If you go with them - listen to them on what your insurance should cover as you will be glad that you did listen to them in the tough times. I have dealt with different insurers for 25 years and no one has ever come close to Pallavi with her interpersonal skills and actually listening and caring to what you want to achieve with her great guidance and knowledge.I look forward to a continued relationship with everyone at Smart Financial Advisory - Regards David