SMI Financial Solutions
Insurance Agencies - Parramatta, NSW
SMI Financial Solutions at Parramatta specialises in Financial Solutions such as Mortgage Broking, Investment Advise, Post Retirement, Pre Rertirement and Financial Planning.
SMI Financial Solutions Sydney
SMI Financial Solutions is a boutique practice that focuses on the client’s goals and objectives. With over 10 years in the financial services industry in various roles, Chris Smith established SMI Financial Solutions with its main goal to provide advice to people that may not feel they can afford it, or that do not have the time for a conventional nine to five appointment at an advisers office.
SMI understands that one of the biggest barriers to getting qualified financial advice is the time it takes out of your day. It’s not easy to make time in your day to organise a meeting to discuss your financial affairs, that’s why we offer our clients choice. The client has the choice of when and where to meet depending on what is convenient to them. SMI will meet you at your home or office, before, during or after work, the choice is completely up to you.
SMI Financial Solutions is authorised through Australia’s leading independently-owned network of Financial Advisers; and the advice is not aligned with one particular product or provider so that SMI can find the right solutions for you. By removing the need to recommend a particular product, SMI remains focused on the clients’ needs and goals which will allow them to find the right solutions for the individual.
Services We Offer
• Pre Retirement Planning
• Post Retirement Planning
• Super Consolidation
For enquiries on our financial planning solutions, contact SMI financial solutions today!