Peace of mind is a wonderful thing.
Your first appointment at Smart Capital is free. We’ll spend an hour together in our South Perth office where we can learn a little bit about each other, but with the focus on you and what you want for the future.
There’s nothing daunting about your first appointment; we just need a snapshot to get an indication of your:
current lifestyle and work situation
personal goals, aspirations and values
current challenges/concerns
attitudes and thoughts around money and wealth
We’d prefer to have this snapshot of information from you in advance so that we can start the research process before we meet. This gives us more time exploring the outcomes you’d like to achieve and determine if they are possible.
At the end of this meeting, we’ll give you a summary and possible course of action to follow.
After this meeting, your only task is to decide whether you would like to engage us to research your current position and model one or two alternative courses of action. If so, there will be an agreed fee for this future work.
Smart Capital is located south of the river in Norfolk St, South Perth, near Como and Kensington.
What to look for in a financial planner.
Financial planning is an ongoing process, so it’s important you choose a company that you trust - and that you feel is a good fit for you - and can communicate openly over the long-term.
At Smart Capital, we want to create long-lasting relationships with all our clients so that we can best serve your needs by providing simple, clear solutions.
You should always feel in control of your finances, and therefore know:
• What you are invested in and why
• The types and levels of insurances available
• How to maximise your superannuation, platform and strategy
You should also be able to access your portfolio at any time, have access to excellent support by having all queries addressed within 24 hours, and have an experienced, trustworthy financial planner who continues to proactively seek out new strategies and ideas to maximise your position.
“Bruce has managed my pension fund now for seventeen years. I have always found him to be reliable and trustworthy - he consults before taking any action and always does what he recommends. There are no spiraling charges, only a flat fee monthly. If you want a reliable and trustworthy person to manage your funds, then Bruce should be given serious consideration.”
Why choose Smart Capital?
Low management costs: We use systems that minimise reporting, transaction and management costs – and, where possible, make all fees clear and transparent.
Low-cost transactions: We minimise turnover, using best-in-class platforms, and have our clients as close to their money as possible.
Tax efficiency: We always consider the best when it comes to asset ownership and sales, and their tax consequences.
Transparency: We provide you with formal reporting along with direction, strategic advice and proposals for changes.
Insurance: We always aim to set up your insurances in the most tax-effective manner and consider discount premiums to give you a better outcome if it makes sense to do so.
Contact Smart Capital Financial Planners in South Perth today.