Chris Smith
SMI Financial Solutions Pty Ltd
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Ataur, 35 - 45 years, North Rocks, NSW
"I cannot recommend Chris Smith from SMI financial solutions enough! They have been an absolute game-changer for me and have provided invaluable assistance in rectifying the mistakes made by my previous financial adviser.
From the very beginning, Chris stood out with their exceptional service. Not only did he thoroughly check the statement of advice provided to me by my previous adviser, but they also identified critical errors that had been overlooked. This attention to detail saved me from potential financial pitfalls and allowed me to make more informed decisions.
One aspect that sets Chris apart is his commitment to client satisfaction. He genuinely cares about the clients' financial well-being and always put their interests first. Their friendly and approachable demeanour instantly puts you at ease, making financial discussions comfortable and easy to understand.
Furthermore, I was pleasantly surprised when Chris offered to help claim the fee I paid to my previous adviser. Chris’s willingness to go above and beyond to rectify the situation and make things right truly impressed me. It's rare to find a professional who not only acknowledges mistakes but takes responsibility for them.
The expertise and knowledge demonstrated by Chris is unmatched. Chris has a deep understanding of the financial landscape and is always up to date with the latest industry trends and regulations. This ensures that his advice is accurate, reliable, and tailored to my specific needs.
I would wholeheartedly recommend Chris to anyone in need of professional financial guidance. Their honesty, dedication, and commitment to their clients are truly commendable. They have my utmost trust, and I am confident they will provide the same level of exceptional service to anyone who chooses to work with them.
I will be referring my friends and family to Chris, and I encourage others to do the same. Their social media pages are an excellent platform to spread the word and help them reach more customers who could benefit from their expertise. Trust me, you won't be disappointed!
Thank you once again to Chris and the team at SMI for their unwavering support and outstanding service. You have truly made a positive impact on my financial journey, and I am grateful for all that you do."
- Superannuation
Ian, 65+ years, Box Hill, NSW
"Chris is a down-to-earth financial adviser and together with his support team always made myself and my wife very comfortable with his approach and experience, making sure that we understood in lay-man's terms the information and advice provided. Always pro-active and seeks to ensure that documentation and planning advice is provided on time. I consider the advice provided by Chris and his team for our financial status and retirement planning a necessary and valuable investment, and am very pleased and comfortable with Chris's ongoing services."
- Superannuation
- Retirement & Pension
Marlene, 65+ years, Holsworthy, NSW
"Easy to understand."
- Superannuation
- Retirement & Pension
Joseph, 65+ years, Holsworthy, NSW
"Very easy to discuss any financial concerns."
- Superannuation
- Retirement & Pension
Janette, 65+ years, Sanctuary Point, NSW
"We both r very happy with Chris and his team all the help and support and updates highly recommended them"
- Government Assistance
- Superannuation
- Retirement & Pension
- Tax Strategies
- Growing Assets
Lawrence, 65+ years, Kingsgrove, NSW
"Clear communicator with concise advice who was always reachable when needed. Demonstrates a broad understanding of the issues that we face at this stage in our lives, and we are grateful for the direction he has steered us in to improve our financial wellbeing."
- Superannuation
- Retirement & Pension
- Borrowing
- Tax Strategies
Diane, 65+ years, Chipping Norton, NSW
"Chris is proactive when providing advice. He is knowledgeable, patient and explains things clearly. Chris and his staff are very welcoming."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Aged Care
Peter, 65+ years, Old Toongabbie, NSW
"Provides excellent information, communicates effectively on all matters and ensures you understand all aspects of your objectives."
- Government Assistance
- Superannuation
- Retirement & Pension
Anne, 65+ years, Erina, NSW
"I have been with Chris and his team for over a year now. Chris's knowledge, experience and manner in which he explains everything in detail is exceptional. I am also very happy in the way my investment is being handled, its returns and would highly recommend Chris."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
Gabi, 56 - 65 years, Endeavour Hills, VIC
"Chris is very personable and I trust his advice completely. He explains things on my level and is always happy to assist with anything I don't fully grasp. He helped me with some great advice on an investment property, he continually watches over and manages my super and he has set me up for the future with a retirement plan that I could never have achieved without him. Thank you Chris, you're amazing!"
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Property Investment
- Borrowing
- Tax Strategies
Kerrie, 65+ years, Old Toongabbie, NSW
"Provided a well rounded and informative appointment. Provided valuable information and guidance re best options for us to get best returns financially ."
- Government Assistance
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Redundancy
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting