Smith Wealth Partners

My husband and I have been clients of Graham Smith for approximately 35 years. We have had a very satisfactory relationship with this firm and would have no hesitation in recommending them to potential customers.

Back in 1995, I found myself in a worrying situation having invested in some so called tax minimisation schemes that later proved to be controversial & rejected by the ATO. My tax agent at that time financially benefited from my investments sonI sort help from Graham Smith who was a long term buddy & soccer mate.nnApart from initially giving me sound & logical advice, one of the first things Graham did was to introduce me to a trusted accountant whom today still handles my affairs.nnThe next move was to conduct a thorough review of my financial situation plus look at future investments based on the what risks I should/need to take. It didn’t take long for Graham to get me into a solid superannuation portfolio & to also to take out the necessary insurance policies.nnWhilst I initially consulted just with Graham I now also have great working relationship with his sons whom I have known since they were little boys.nnI wholeheartedly recommend Smith Wealth Partners as apart from being a great team they are a pleasure to work with, are professional, competent, trustworthy, demonstrate interest in me & most importantly Ethical

Highly recommend Scott and his team! Their dedication to our family, right from the get go was so warming. We were clueless when it came to finding a financial advisor, but are so grateful we found these guys. Went over and above, providing great service, their communication is fantastic and above all they have put a solid plan in place for us to ensure a finacially secure future!

To whom it may concern ,we have known Grahame and Scott Smith for 25 years in that time we can say that these men are of great integrity and very dedicated to their profession and you.When our time comes to visit it is like one big happy family ,so feel free to join the Smith wealth partners and get al your financial goals sorted .

Couldn't fault the service at Smith Wealth Partners. Got me back on track financially in no time and gave me a clear and direct plan to follow. Extremely empathetic and personable. Life changing! Would highly recommend!