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.

Client contact & service is maintained with one planner permanently located in Sydney and the other planner allocating 3 days per fortnight in Sydney for client reviews and meetings with bi annual interstate & regional visits.

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"