Welcome to SMI Financial Solutions Mortgage Brokers & Financial Advisers in Parramatta.
SMI Financial Solutions is a boutique practice that focuses on the client’s goals and objectives, we are Mortgage Brokers & Financial Advisers in Parramatta, with over 10 years in the financial services industry in various roles, Chris Smith established SMI Financial Solutions with its main goal to provide financial advice to people that may not feel they can afford it, or that do not have the time for a conventional nine to five appointment at an advisers office.
SMI Financial Solutions understands that one of the biggest barriers to getting qualified financial advice is the time it takes out of your day. It’s not easy to make time in your day to organise a meeting to discuss your financial affairs, that’s why we at SMI Financial Solutions offer our clients more choice. You have the choice of when and where to meet depending on what is convenient to you. We will meet you at your home or office, before, during or after work, the choice is completely up to you. We want to ensure from the start you get the best customer service a financial service provider can give and more!
SMI Financial Solutions is authorised through a non-bank owned network of Financial Advisers; and the advice is not owned by a bank or insurance company, so that SMI Financial Solutions can find the right solutions for you. By removing the need to recommend a particular product, SMI Financial Solutions remains focused on the clients’ needs and goals which will allow us to find the right solutions for the individual. As with any plan or goal, the implementation is only the first step in the process. The ongoing review process which manages and monitors your financial goals making sure that you are on track is the most important part. SMI Financial Solutions has a comparatively low client to planner ratio; allowing a rigorous review process that engages clients through the process.
SMI Financial Solutions provide the following services: Insurance | Budgeting | Loan Reducer | Super Consolidation
I had problems filling out my retirement forms for the age pension I was totally stressed out I found Smi Chris and Rebecca on line and they couldn’t have been more helpful I wish I had have gone to them sooner I would recommend them to anybody that has problems filling out their forms a big thank you to them both Trish
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Thanks so much Trish, we are glad to help!