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Insights from the Smart Financial team

6 Questions to Ask Your Financial Planner

If you’re considering working with a financial planner, no doubt you’ll have lots of questions about how they work and what’s involved. To find the right person with the best advice for you, it’s worth taking the time to research your potential planners. Asking the following six questions is a great way to find out what you need to know. … Read More

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The Truth About Financial Planning

Why do you work? Why did you start your business? Crucially, what do you want out of life? Your business or job may be your joy and passion, but what else do you want to do besides work? Perhaps you want to pursue other interests, take that month-long holiday every summer, or simply be able to have weekends free to … Read More

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Financial Planning: ‘Walking the Walk’

At Smart Financial, you may already be aware that our philosophy is ‘investing money is purely for the fulfillment of goals’. Hopefully, you will also be aware that this isn’t just a catchy phrase – we not only mean it, we live by it. Allow us to let Smart Financial CEO Steve Martin to demonstrate how he ‘walks the walk’ as … Read More

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Gain Freedom From Worry in Retirement

As a hard-working professional, the idea of not working can seem like a huge gamble and retirement is an exciting but worrying concept for many in your position. How will you know that you’ve done enough? Will your money run out? Will you be able to enjoy a comfortable lifestyle? The key to preparing for a worry-free retirement is going … Read More

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2 minute read