Craig Smith & Associates is a boutique financial planning firm that has been providing financial advice and solutions for nearly 20 years. We currently service approximately 250 client groups with approximately $50 million funds under advice & insurance cover in excess of $200 million.

Whilst the head office is located on the Mid North Coast of NSW (Hallidays Point) the majority of clients are located in Sydney however we have a significant expatriate clientele in the UK, USA, UAE, Hong Kong & Thailand as well as many clients based in other capital cities and major regional centres of Australia.

Craig Smith & Associates is dedicated to providing a "leading industry" financial planning experience and outcome for our clients.

The motto of Craig Smith & Associates is:

"Knowledge Trust Quality Advice"

Our Client Value Proposition 

Craig Smith is an expert in the financial planning field. In Craig’s words “ I have a Masters Degree in Financial Planning; I am an accredited SMSF specialist adviser; I read the Financial Review & leading industry articles and magazines daily; I attend educational seminars regularly and am up-to-date with economic & legislative changes and how this impacts you and all your financial options. In short you don't need to worry about getting your head into this space because it's what you pay me a yearly fee to do i.e. to look after these matters for you and answer any queries you have. If additional extensive reviews and the need to restructure your affairs becomes appropriate that will incur an additional fee that will be agreed with us beforehand."