Chris Smith

SMI Financial Solutions Pty Ltd

Gold
17 Yrs Experience
Bella Vista, NSW 2153
4.86
101 Reviews
5
4
3
2
1
4.83
Clear communication
4.84
Knowledge & expertise
4.90
Customer care
4.88
Likely to recommend
Showing reviews 1—10 of 101

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5.00

"Chris has helped with superannuation and general financial assistance for more than 10 years"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris is a wonderful adviser! He has helped my partner and I to organise and streamline our finances. He is an active listener and has clear and defined process. He is easy-going, extremely knowledgeable and very professions. We now feel much more comfortable and in control of navigating our finances and have strategies in place to help us achieve our goals for the near future, as well as helping to plan for retirement. The team at SMI are great to deal with, and I would highly recommend Chris."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Easy to understand."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very easy to discuss any financial concerns."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Provides excellent information, communicates effectively on all matters and ensures you understand all aspects of your objectives."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 101

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
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting