Get ready to take control of your Finances.

David Smart, B Com, CA, Financial Adviser.

I have been involved in the financial industry for more than 40 years. I have extensive experience in the Bank, Finance Company, Funds Management, Credit Union and Insurance sectors. In this time I have developed significant skills as an adviser to individuals, executives and boards.

I am completely independent of any product providers and all commission earned from providers is paid to my clients.

Unlike many traditional financial advisers who work for, or place business with Banks, Insurers or Fund Managers, I can recommend the best solution for my clients. I have no obligation to:

Recommend a particular financial product.
Attain or maintain selling targets.

My only remuneration is in the form of a fee for service, based on an agreed hourly rate following an initial free consultation. Accordingly you can be assured that my advice is independent and I have no conflicts of interest.

I have a very strong understanding of financial products and markets and have teaching experience to post graduate level in finance, banking and accounting.

I am skilled at listening to and developing an understanding of client needs and take pride in developing solutions that are tailored to my clients’ situations. I want my clients to feel empowered and that they have received the right sized advice and are confident their financial affairs are in order.

I strive for a high level of recurring business because this is a measure of client satisfaction.

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