Financial Planning

The planning service provided by Craig Smith & Associates is personalised, thorough and follows a logical and proven path:

  • Fact Finding - an initial meeting where we will endeavour to truly understand your unique financial needs and goals with the completion of a Client Questionnaire. There is no fee for this initial meeting and we will provide you with a cost estimate for preparing our advice in writing at the conclusion of this meeting.
  • Evaluation - where your information is considered and your position compared to your objectives.
  • Analysis of Options - we will review different products, options & strategies that will assist you in achieving your objectives.
  • Recommendations - final recommendations with the preferred strategy is outlined to you in a written Statement of Advice.
  • Implementation - if in agreement with our recommendations we will obtain your authorisation for us to begin implementing chosen strategy or strategies.
  • Reviews - to remain effective your financial strategies need to be reviewed regularly. The impact from changes in personal circumstances, movements in investment markets, and changes in tax ruling and legislation all need to be considered and where appropriate modifications made to your strategies

Craig Smith & Associates' motto is Knowledge, Trust, Quality Advice. We strive to add real value to your business and personal financial affairs.

Contact Us

1800 4444 11
(02) 6554 5025

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Shartru Wealth Management Pty Ltd AFSL 422409; ABN 46 158 536 871; Head Office 14 Macquarie St, Belmont NSW 2280; PO Address PO Box 565, Belmont NSW 2280

The information contained on this page, and throughout this website, is of a general nature and may not be appropriate for your personal circumstances. You should speak to qualified professionals such as Craig Smith & Associates or your financial adviser before acting on any information contained in this website.