10 Reviews

Shannon Smit

Smart Business Solutions Financial Planning Pty Ltd

Gold

6 Yrs Experience

Mornington, VIC 3931

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*WINNER - 2021 Women in Finance - Financial Advisor of the Year**
*WINNER - 2021 IF - Goals Based Financial Advisor of the Year**

Shannon Smit leads the team and has undertaken many ventures both with personal investments and business. You can rest assured that you are working with people who will take the time to understand your goals and objectives. Shannon has been recognised for her technical expertise with her appointment to the Australian Governments Board of Taxation Advisory Panel, and she practices what she preaches having undertaken a commercial office development (The SMART offices!) with her SMSF, residential property investments, direct shares and managed funds! So when Shannon advises, she also has the 'been there, done that, got the t-shirt' experience.

Like in great leaders, a support network is key. Shannon has an amazing team behind her who together work tirelessly to guarantee that the wheels on the bus keep spinning and ensure that you’re always on the front foot. Come take a visit to our offices and experience the culture of our office. No challenge is too big for these guys to handle.

We focus on SMSF strategy and structuring advice, financial reviews, insurance and superannuation product recommendations and strategy*. This means that whether you’re looking at putting a commercial property into super or wanting to understand if your investment and insurance products are suitable, we can help!

Shannon has been recognised for her expertise with her Women In Finance Regional Advisor of the Year 2020 award, and IFA Awards Regional Professional of the Year 2020.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Small Business Advice
Tax Strategies
Growing Assets
Budgeting

5.00 January 2022

Shannon has been amazing - nothing was ever any trouble and she got us over the line with our investment settlement. Shannon, thank you so much, you are a credit to the industry

5.00 October 2020

Shannon is both my Financial Advisor and Accountant. I find holding both these positions compliment each other immensely not to mention giving Shannon a greater understanding of all things financial. As the owner of a business with multiple entities and a SMSF, Shannon's strategic advice, along with insurance protection gives me and my family complete peace of mind. In particular when it comes to planning for the future and business succession. I have always found Shannon to be extremely approachable, her advice is thorough and concise with her knowledge is second to none.

5.00 October 2020

Running a small business has been very challenging. Since working with Shannon, she has not only provided the best possible professional advice for all my business and personal needs, she has provided personal and emotional support to give me the confidence in taking big steps forward. Shannon's attention to detail is amazing and knowledge incredible. I could not recommend Shannon more highly and look forward to what the future holds with Shannon in my corner.

5.00 September 2020

My husband and I have been dealing with Shannon and her team for the past two years, we have received advice on a broad range of areas including SMSF, property investments, retirement planning as well as general financial guidance. We have always found Shannon to be very clear and concise. She has a very good understanding of our position and goals and has been extremely proactive in helping us get clarity for our future plans. We are always very comfortable that our options are clearly outlined and explained to us in a manner that we can understand. Our initial meetings with Shannon were to discuss tax matters but have since developed well beyond due to the expertise and personal investment Shannon has in helping us acheive our financial goals.

5.00 September 2020

Shannon has given me advice on all my financial needs from running a business, purchasing property, SMSF, tax issues and most importantly whatever is happening now she is always in the know.