Financial Advisor in Sydney
Helping you plan a bright financial future!
Financial Advisor in Sydney
Helping you plan a bright financial future!
We are licenced financial advisers in SydNey
WARNING: We have been made aware that scam callers are making outbound phone calls pretending to be us. Please contact us and obtain a copy of our financial services guide to legitimise the call.
Are all your finances organised and working hard for you, or have you neglected them?
The reality is that a lot of people we see are not as financially well organised as they could be.
- They don’t have a clear plan to maximise the accumulation of wealth.
- Their super hasn’t been properly reviewed in years.
- They are in the wrong investments.
- Their personal insurances such as life insurance and income protection insurances are inappropriate for them, and are not structured correctly.
- They don’t have a smart plan leading into retirement.
Whilst it can be easy to ignore these things as you are busy and may not have the expertise, the consequences can be severe.
It could mean that;
- You will not have enough money in retirement.
- You are taking more risk than you need to.
- You end up working longer than you need to.
- Your investments are invested in inferior investments which could cost you hundreds of thousands dollars in the long term.
- You might experience an unexpected serious illness or injury and end up financially devastated.
It doesn’t have to be this way!
At Smart Wealth Financial we specialise in expert financial advice that will put you on track to have your finances working hard and smartly for you, both now and into the future. This means that you can get on with what you like to do, and have the peace of mind knowing that you are doing the most you can do to make the best of you finances.
As well as being very experienced, we are licenced Financial Advisers which means that we have gone through a rigorous financial education and qualification process. We are also regulated by ASIC which is Australia’s financial services regulatory body.
Take the first step in putting yourself on a successful financial path and book your complementary initial consultation to see how we can help you.
5 Reasons for you to Book a Complementary Appointment Online Now
1. Get your finances organised and working hard for you.
2. Avoid your investments and super sitting in sub standard investments
3. Ensure that you are financially bullet proof if you had an unexpected serious accident or illness.
4. Be looked after by an experienced, qualified and licenced financial adviser working for your best interests.
5. Have the peace of mind knowing your are doing all you can to secure your financial future.
services
Retirement Planning
Personal Insurance Advice
Superannuation 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.
Superannuation Advice
Personal Insurance Advice
Superannuation Advice
Superannuation is a major and important asset for a lot of Australians. It can be a fantastinc vehicle to grow your wealth. However, it also requires expert advice to navigate and make the most of it. We are experts and can help you.
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.
Investment Advice
Cashflow and Budgeting
Personal Insurance Advice
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.
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.
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.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
The best thing to do is to book your initial complementary meeting. This meeting can be done over the phone, over Zoom, or face to face. At this meeting, once we understand you better we will be able to let you know how we can help you.
All financial advisers in Australia are required to be listed on ASIC’s Money Smart financial advice register. You can search our names there to check. Important: Before receiving personal financial advice from anyone please check that they are listed on ASIC’s Money Smart financial advice register.
This will depend on your specific situation and goals. You will benefit by having a qualified, experienced, and authorised financial adviser advising you on your unique circumstances. We will help you to navigate the complex world of finance and help make life easier for you.
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Smart Wealth Financial
Suite 44, 11-13 Brookhollow Ave, Norwest NSW 2155
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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