As a proud member of the SMATS Group of Companies, we’ve been empowering Australians and expatriates on their financial journey since 1995.
Our personalised planning ensures your wealth grows and is thoughtfully protected across every stage of life, with the ultimate goal of providing a comfortable and financially secure retirement.
We deliver financial plans built around your life, covering investments, superannuation, retirement, insurance, estate planning, and expat-specific needs. Your roadmap is uniquely tailored, carefully implemented, reviewed annually and adapted as your circumstances and goals evolve.
Our reputation is built on trust, transparency, and results. We pride ourselves on long-lasting relationships grounded in respect, open communication and a shared commitment to achieving your financial goals.
With unrivalled knowledge and decades of experience, our Financial Advisors make planning for your future seamless and exciting. We help you grow and protect your wealth while minimising risk and stress along the way.
We provide a reassuring, friendly, seamless service. We clearly communicate everything you need to know throughout the process and will answer questions as they arise. Our focus is on making the process simple and stress-free.
As part of the SMATS Group of companies, we have been helping Australian investors and retirees since 1995 through our extensive network of Australian and international offices. This gives us the power to assist people wherever they are in the world.
Our mission is to help individuals and families achieve financial freedom through tailored, comprehensive financial planning and wealth management solutions. We pride ourselves on delivering exceptional service and personalised that align with your unique financial goals and aspirations.
Our approach is grounded in understanding your personal circumstances and crafting solutions that not only address your current financial needs but also position you for long-term success.
Our qualified financial advisors offer personalised blueprints for:
We strive for excellence in everything we do. From the quality of our advice to the level of service we provide, we are committed to exceeding our clients’ expectations.
Integrity and transparency are the cornerstones of our business. We believe in providing honest, independent advice and building relationships based on trust and results.
Our clients and their families are the heart of our business. We take the time to understand your unique needs and goals, providing personalised wealth advice and management services.
SMATS Wealth is part of the SMATS Group of companies who are international leaders in providing taxation, finance and property services to Australian expatriates, non-residents and intended migrants to Australia since 1995.
Our team can assist you with:
We will assist you every step of the way to increase your knowledge through education and maximise your opportunities through tailored strategies and continuous support, so that you can achieve your financial goals.