Smart Financial

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Smart Financial Planning | Accounting | Lending
Make your finances work for you. Life is long, plan SMART. Come and see us today for a consultation. Call us on (02) 4295 3331.

Serving clients in the Illawarra, Shoalhaven, along the South Coast and across Australia At Smart Financial we can assist in building your wealth, securing it and enjoying it. Our clients have a dedicated adviser that gets to know them, as well as their goals and objectives. We provide ongoing reviews of your portfolio, phone or face to face appointments when required and full time contact to your dedicated adviser. Our clients don’t simply just gain an adviser; they gain access to an entire team of high level support staff.

16/10/2026

Kaden Emery, our General Manager here at Smart Financial is gearing up for our annual Client ‘Thank You’ Night coming soon in November.

Thank you to all our clients who have RSVP’d and we look forward to seeing you soon.

15/10/2026

Do you have unsecured debt, such as ‘Buy now, Pay later,’ credit cards or personal loans?

Our Principal Broker, Chris Smith, talks about how this impact your credit score.

Today the 2026 Convoy shirt colour has been revealed, and we’re getting ready for a special day of community spirit.Dire...
14/10/2026

Today the 2026 Convoy shirt colour has been revealed, and we’re getting ready for a special day of community spirit.

Director and Adviser, Franz Kalchbauer has been part of for over 10 years and this year we’d love for you to join us at Smart Financial.

We’re inviting the community to our Convoy Community Corner, here at our Warilla location, a premium vantage point on the corner of Shellharbour Rd and Lake Entrance Road, where all the trucks and bikes turn towards their final destination.

There’ll be a Club BBQ, coffee and ice cream from Coffee Next Door, plus warm pies and pastries from Stone Valley Bakehouse, all starting early in the morning. Time to be confirmed.

We’ll also have water for pets and seating for anyone who would like to get off their feet.

Most importantly, we’re looking forward to coming together to support local families affected by life-threatening medical conditions and contributing to this worthy cause.

Read more via the link 🔗 https://smartfinancial.com.au/2026/10/14/ride-watch-and-support-convoy-with-us/

For many people, success isn’t about luxury or status. It’s about time, choice and enjoying the things that matter most....
13/10/2026

For many people, success isn’t about luxury or status. It’s about time, choice and enjoying the things that matter most.

It doesn’t have to be about what you own, it can simply be the freedom to live life on your own terms.

Read more from Director and Financial Adviser Franz Kalchbauer on why wealth can look different for everyone via the link:🔗

http://smartfinancial.com.au/2026/06/19/when-for-some-being-well-off-looks-ordinary/

What do the 2026 Connective Conference’s key focus areas of: investing in the future of our industry, exploring new oppo...
10/10/2026

What do the 2026 Connective Conference’s key focus areas of: investing in the future of our industry, exploring new opportunities, learning from experts, strengthening relationships, and building on a solid foundation for growth and success have in common with us here at Smart Financial?

The answer is simple: they’re priorities for us too. That’s why our CEO, Michael Misiti, and Principal Broker, Chris Smith, attended ’s biggest conference yet, gaining valuable insights into how cutting-edge technology and human expertise are working together to drive meaningful business outcomes.

And we’re looking forward to seeing our clients benefit from these exciting and fresh insights.

09/10/2026

A dose of gratitude from our Principal Broker, Chris Smith, following his time at the Connective Conference 2026 this week.

A renovation, a pet, a few sacrifices, and a reminder that the things that matter most rarely happen overnight. Our fina...
08/10/2026

A renovation, a pet, a few sacrifices, and a reminder that the things that matter most rarely happen overnight.

Our financial adviser, James Mottram, shares why this experience has given him an even greater appreciation for the long-term goals our clients are working towards.

Read more on our website via the link 🔗 below.

https://smartfinancial.com.au/2026/09/02/turning-long-term-goals-into-reality/

01/10/2026

Friendly Reminder about Important dates from our Principal Accountant, Theresa Atlee.

Individual Tax Returns: If you lodge your own tax return directly with the ATO, the deadline is 31 October. If you’re registered with a tax agent before 31 October and are covered by the agent lodgment program, the common deadline is 15 May (following year).

Business Activity Statement (BAS): For quarterly businesses lodging ~ Q1 (July-Sept): Due 28 October

“Working with Jake from Smart Financial has been the best decision we have ever made. Retirement decisions are hard at t...
30/09/2026

“Working with Jake from Smart Financial has been the best decision we have ever made.

Retirement decisions are hard at the best of times but Jake has made the process so smooth and has guided us to make informed decisions and about super, tax, and retirement options.

Looking for a financial planner, look no further than Jake at Smart Financial.” ~ Sharon

Address

162/172 Shellharbour Road
Warilla, NSW
2528

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61242953331

Website

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