I focus on making the advice process an easy and enjoyable experience for my clients.
Helping you understand your position, finding out what’s really important to you and getting to know you on a personal level are essential factors in helping you achieve your goals, whatever they may be.
Regardless of your stage of life or your circumstances, there are always opportunities to improve your financial position. Whether you’re seeking advice on building your wealth, protecting your wealth, preparing for retirement or anything in between, there is always a way forward.
If you were interested in discussing your position with me, please don't hesitate to contact Smart Financial on 4295 3331, or email email@example.com.
Our initial consultation fee is $180. This initial meeting will go for 1-1.5 hours and will involve getting to know your position, what you are trying to achieve and discussing potential strategies that may be appropriate to improve your position.
I found Jye to be very welcoming and friendly and I feel very confident in Jyes knowledge and ability.
Jye Mark's is always very welcoming and helpful. He is a delight to do business with. He always is ready with his information and advice and has our best interests in mind. We know we are in safe hands with Jye and Smart Financial.
As long time clients of Smart Financial we welcomed Jye Marks as our new and ongoing financial adviser in 2021/22. Jye is very clear and specific with our finances, offers great advice and has our best interest at heart. We have total trust in Jye and would happily recommend him to all our friends and family. A knowledgeable and reliable young man with a great future.
Jye has explained and provided clear information about helping us plan our future financial security. Look forward to continuing to work with Jye. Couldn't recommend him highly enough.
Jye is always a pleasure to deal with and is very approachable and explains step by step I would recommend him to family and friends.
- Adviser status Bronze
- Number of reviews 31
- Years of experience 3
- Bachelor of Commerce (Financial Planning)
Smart Financial162-172 Shellharbour Rd
Warilla, NSW 2528 2, 38 Berry St
Nowra, NSW 2541
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Smart Financial Capital Pty Ltd