Shellharbour, Australia
2/26B Mary St
N/A
+61 242953331
Toilets
Wheelchair-accessible entranceWheelchair-accessible toilet
Nearly 3 years ago, out of a sheer luck that I was referred to Jess Boles from Smart Financial via my accountant. I didn't know at that time that I was going to have a life-changing meeting which could've altered the rest of my financial position due to a traumatic premature child birth which happens only a few months later. Jess' strategy in securing my wealth through thoughtful guidance towards my whole portfolio has given me the security and protection while I was navigating through an uphill battle of recovery. He is trustworthy, dedicated and just a plain good ol' bloke. It is rare to find someone so genuine in this day and age. Myself and my family thanks YOU and your team.
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Jess is a financial planner in my professional network. I have no hesitation in recommending him to my clients who are seeking a high quality, responsive and dedicated financial adviser. Highly recommend.
Very happy to recommend Smart Financial to anyone looking for financial advice. It was difficult to find quality help until we met Jess and the team at Smart. Jess takes the complicated and breaks it down so it’s easy to understand. Really appreciate all your help!
Jess and the staff at Smart Financial have always provided accurate, timely advice to cater to our financial needs.
Can't say enough good things about my advisor Franz and the rest of the team at Smart Financial. Excellent advice, very competitive fees and extremely responsive. So glad I switched.
Smart Financial have been handling all of my finance needs for many years now. I have seen excellent growth in our portfolio and having the team also manage my super has seen it grow to a point that I can clearly see an early retirement in my future. I have recommended Smart Financial to many work colleagues over the years and I know that they have been very satisfied with the service they have been receiving as well. They haven't been named number one financial planning service in Australia for eight years in a row for performing poorly. Excellent in every facet of what they do
I have been with Jess from Smart Financial for a number of years now. I have found him and the team to be knowledgable, reliable and proactive in their approach. I am very happy with the advice I have recieved that has helped set me up now and for the future.
Definitely recommend this business if you are looking for great financial advice and a team that deeply cares about its clients. Smart Financial are really focused on building great relationships with clients and helping them to protect their wealth. I always enjoy every interaction I have with the team at Smart Financial.
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Wheelchair-accessible entranceWheelchair-accessible toilet