Smart Financial

Smart Financial Planning | Accounting | Lending
Make your finances work for you. Life is long, plan SMART. Come and see us today for a consultation. Call us on (02) 4295 3331.

Serving clients in the Illawarra, Shoalhaven, along the South Coast and across Australia At Smart Financial we can assist in building your wealth, securing it and enjoying it. Our clients have a dedicated adviser that gets to know them, as well as their goals and objectives. We provide ongoing reviews of your portfolio, phone or face to face appointments when required and full time contact to your

dedicated adviser. Our clients don’t simply just gain an adviser; they gain access to an entire team of high level support staff.

This is Peter May ~ a dear client of ours with arguably the longest relationship with Smart Financial.Having been our cl...
28/05/2026

This is Peter May ~ a dear client of ours with arguably the longest relationship with Smart Financial.

Having been our client since the inception of the business, he describes the most standout quality he experiences when it comes to working with us, that he values most, being TRUST.

Building trust with our clients is of paramount importance to us as well, Peter!

So here’s to nearly 20 years of working together, and we look forward to many more.

It’s always important to be scam aware, so let’s keep these tips top of mind regularly throughout the year, but especial...
27/05/2026

It’s always important to be scam aware, so let’s keep these tips top of mind regularly throughout the year, but especially as we move closer to the end of financial year (EOFY). Source: Advant

The learning never stops ~ This week our advisers invested into professional development to learn about new technology, ...
20/05/2026

The learning never stops ~ This week our advisers invested into professional development to learn about new technology, investment options, insurance protection and more, which all helps us to best serve our clients.

The work we do creates all kinds of financial freedom and security, depending on what you might want your future to look...
18/05/2026

The work we do creates all kinds of financial freedom and security, depending on what you might want your future to look like.

And this postcard sent to us from Germany, by one of our retired clients who recently enjoyed her holiday there, is such a win for us to see, since this goal of hers became a reality.

She may have beat the postcard home, but it’s an honour to receive it nonetheless!

Recently, our CEO and Founder, Michael Misiti, joined his peers at the Principals Community Forum in Queensland, as part...
15/05/2026

Recently, our CEO and Founder, Michael Misiti, joined his peers at the Principals Community Forum in Queensland, as part of an invitation to share his personal and practical insights into why investing in the next generation of financial advisers is one of the smartest long-term strategies a business can make.

For nearly 20 years, Michael has been busy cultivating the future of financial advisers from the ground up, here at Smart Financial. He’s done this, by thoroughly designing a professional pathway to rigorously train and develop University students as Cadets, who work with our team of Directors and established Advisers, within a highly supervised and monitored mentoring space.

By prioritising staff development and creating clear pathways to equity, Michael has not only built capability from within but secured and retained exceptional talent in a way that it both provides local talent with professional opportunities and stability for clients as they journey into retirement.

Most importantly, clients get to work with advisers who are as ethical, as they are competent, while also always demonstrating a high level of integrity.

Pictured: Michael Misiti during his session: ‘Business Spotlight: Building the Next Generation’, also joined by Smart Financial Director and Adviser Franz Kalchbauer.

Following the recent Budget announcement, there’s no time like the present to ensure all steps are in place to be in goo...
14/05/2026

Following the recent Budget announcement, there’s no time like the present to ensure all steps are in place to be in good financial shape moving forward.

We’re here to help all our clients make informed, confident decisions and turn policy changes into practical opportunities.

For anyone seeking advice our highly-skilled Chartered Accountant, Theresa Atlee has extensive experience supporting individuals and small business, sporting clubs and more, with tailored financial solutions, financial modelling and strategic decision making.

Now is a good time to connect, and move forward with clarity.

We’re very lucky to have so many mothers as part of our team here at Smart Financial and we value the way their contribu...
08/05/2026

We’re very lucky to have so many mothers as part of our team here at Smart Financial and we value the way their contribution influences the culture of our workplace in ways that go even beyond work.

They help us reinforce the values we have around responsibility, support, and looking after people for the long term, which benefits our business and also our clients.

So, from all of us here at Smart Financial, happy Mother’s Day.

Pictured: Our Smart Financial mums, with honorary mentions going to Laura, Theresa, Leizel and Robielyn, plus Jessica and Carly who are both on maternity leave.

✨🎄 Holiday Closure Notice 🎄✨Smart Financial will be closed from 5:00pm Thursday, 18 December 2025, and will re-open at 9...
16/12/2025

✨🎄 Holiday Closure Notice 🎄✨

Smart Financial will be closed from 5:00pm Thursday, 18 December 2025, and will re-open at 9:00am on Monday, 5 January 2026.

We’d like to wish all our clients, partners, friends and families a happy, safe and relaxing holiday period 🌞🎉

Thank you for your support throughout the year — we look forward to seeing you in the New Year! 💙

Meet Jake 👋, one of our trusted advisers!With a Bachelor of Commerce from the University of Wollongong, Jake specialises...
11/12/2025

Meet Jake 👋, one of our trusted advisers!

With a Bachelor of Commerce from the University of Wollongong, Jake specialises in aged care, superannuation, investment strategy, and financial planning. He’s passionate about helping clients take control of their financial future with advice that’s personalised, practical, and built on trust.

When he’s not helping clients, Jake loves staying active, exploring new places, and spending time with friends and family!

Navigating aged care can feel overwhelming — but you don’t have to do it alone. 🤝✨Our team is here to support you and yo...
09/12/2025

Navigating aged care can feel overwhelming — but you don’t have to do it alone. 🤝✨

Our team is here to support you and your family every step of the way. We can help facilitate family discussions, explore and clarify your aged care goals, unpack the costs involved, and prepare a clear, personalised strategy moving forward.

If you’re starting to think about aged care, now is the perfect time to get informed. 👇

Contact our office to chat with your adviser — we’re always here to help.

Address

162/172 Shellharbour Road
Warilla, NSW
2528

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61242953331

Alerts

Be the first to know and let us send you an email when Smart Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Smart Financial:

Share