Brad Smith

Financial Wellbeing Solutions

Platinum
15 Yrs Experience
Melbourne, VIC 3004

“When working with clients, I collaborate to identify their actual needs, concerns and priorities. With an emphasis on creating a powerful perception of valuable outcomes and benefits, rather than features, process and costs. I provide services that meet client needs, delivered with a certain level of expertise, quality and client enjoyment'.

With over 15 years experience within the industry, a member of the FPA and continued accreditations I am able to deliver the desired results to my clients.  I am enthusiastic about my role as a Financial planner and hold a strong focus on a holistic approach with his clients. This includes extensive advice upon an evaluation of his client’s current financial and personal situation. I aim to trigger points that client tend to dismiss as they can be key areas to gaining the best results.

I also stand by the following values:

1.Commitment – taking the time to listen and understand my clients as this enables me to create, protect and manage the wealth of you and your family through all stages of life.

2.Collaboration – work together to develop a mutually beneficial long-term relationship that enables you to reach your personal and financial objectives and achieve peace of mind.

3.Consistency – ensuring I am reliable and readily available to my clients when needed. I reject the set and forget attitude. It is important that the client and myself collaborate together so we continue with a long-term relationship.”

I have a strong passion for financial literacy, and was the creator of a successful financial literacy program within a large financial institution.

Through the success of the program, employees were able to benefit by being further educated, empowered and enhanced in their financial wellbeing.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.65
  • Number of reviews 64
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Financial Wellbeing Solutions

Suite 2, Level 1, 480 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221