How to know whether your super is actually set up to retire you the way you want, and who you can trust to tell you straight

Press play and we'll walk you through how we read a super balance for someone near retirement, and whether a self-managed fund would genuinely give you more control, before you decide a call is worth your time.

Answer these few questions accurately to see if you qualify.

Advising Australians since 2016Held under an Australian Financial Services LicenceSMSF and retirement specialistsBy phone or video, Australia-wide

Why Smart Financial Advisory

The advice answers to your situation, not a product shelf.

SF Advisory, in specifics

  • Specialty Advised superannuation, retirement planning and self-managed super funds, from fund set-up and investment strategy through to ongoing review.
  • Authorisation A Corporate Authorised Representative (No. 001239266) of Iconic Partners Pty Ltd, under AFSL 450822. Every recommendation has to be right for you specifically before it reaches a plan.
  • Method The S.M.A.R.T. goal-setting approach builds the plan around what you actually want from retirement, and works alongside your accountant rather than around them.
  • Relationship An ongoing advisory relationship, so the fund and the investments keep getting managed and reviewed as the rules and your life change, reaching into insurance, estate planning, Centrelink and aged care when they come into view.
  • Footprint Melbourne-based, advising clients right across Australia by phone and video.

In their words

At first my husband and I were reluctant to seek help through a professional, however Pallavi and her team have exceeded our expectations. She is someone who we can trust, is honest and is determined to ensure that we get the best outcome possible in all situations.
Suren SuganthiraFinancial planning client
Pallavi is very knowledgeable with finance and offers great advice. I trust her judgement in managing my superannuation. Pallavi and Erika are very professional in their conduct.
Stu CornellSuperannuation client
Pallavi and her team have always provided us with a professional, reliable and approachable service. It has been very reassuring to have Pallavi on our side and managing things for us, with a personal understanding of the complexities of planning finances for young families.
Kate PrustYoung family
I have been a client of Smart Financial Advisory for 16 months now and am pleased to recommend their services. In just a short time the investments they suggested to me have returned a very good result. They also keep me fully informed, and any emails or telephone calls are always promptly attended to.
Thomas and Judith CarrollInvestment clients
Pallavi is very approachable and understanding and very thorough in her work. I was very impressed with her professionalism and her handling of my situation. I have no hesitation in recommending anyone to use her professional services.
Neil RaslanAdvisory client