Kym Smart

Mint Financial Solutions

Bronze

7 Yrs Experience

Oakleigh East, VIC 3166

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Working my way up in the Financial Planning industry since 2007, I bring a vast knowledge of expertise in wealth creation and insurance. Using the latest trends in a constantly evolving industry, my aim is to work closely with you to provide quality and comprehensive advice tailored to your unique position.

Whether it be building or preserving wealth, debt management, Centrelink or tax reduction strategies that you require, I am here to help every step of the way.

I am outgoing and friendly, dedicated to building trusting relationships and helping others resolve their financial concerns. Your financial freedom and peace of mind is important to me, which is why I achieve great satisfaction in my role as a Financial Planner.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

5.00 April 2024

Extremely happy with Kmy’s advice.

5.00 February 2024

We were very happy with Kym.

Kym always responded very quickly to all of our questions and presented options for us to consider.

Kym was very helpful dealing with Centrelink on pensions and concession cards and Health cards and arranged the moving and consolidating and converting of our accumulation super funds into ART pension funds.

Kym was a delight to work with.

5.00 August 2023

Kym has been extremely understanding of my needs for now and the future and tailored my income/pension to fit those needs explaining all the reasons along the way.

Kym goes about her business with the knowledge and helpful attitude required by clients resulting in me trusting her with my financial well-being.

I look forward to a long and mutually happy relationship with her.

4.75 August 2023

Kym is sharp and covers every angle. Her communications are relevant and expedient. If you have a question, no matter what it takes, she gets the answer. What else could you ask for.

5.00 May 2023

Kym has been very professional in managing and actioning my superannuation and insurance changes. Kym was very transparent and clear about the outcomes that I was looking to achieve. Kym was very detailed in her analysis of my current and future financial goals. Kym was very timely in responding to all my messages and provided very concise information to all my questions. I would highly recommend Kym to family and friends.