HISTORY

SMART WEALTH MANAGEMENT (SWM) was formed in 2011 on the back of 12 years experience in the Banking and Financial Planning Industries. We are conveniently situated in the serviced offices of Resolve Accounting, at 126A Payneham Road Stepney SA.

CORE VALUES

SMART WEALTH MANAGEMENT adopts a very simple philosophy - Reliability - Service - Integrity. These key elements are the backbone and uncompromised focus of SWM. As a boutique business, we are tailored to meet these objectives and offer a point of difference to many of our competitors. Our qualified and experienced team will assure professional advice, confidentiality, and timely delivery of the services you require

BUSINESS RELATIONSHIPS

We understand that good business means strong working relationships. We think of ourselves as your partner to help achieve your goals. Your success is our priority - that's why we work tirelessly to achieve the best possible outcome for your future.