We are pleased to announce that our SMATS Wealth financial planning operations have recently switched to a new Licencee, Badge Financial Group.
This has come about due to our desire to expand the range of services we can offer to our clients and increase our level of attention. The Financial Planning industry has been at the front line of criticism on client conduct, which is why we were willing to move into this area when we acquired the business in December 2018.
SMATS has always wanted to do things “ as they should be done” rather than “ how it has always been done” and we are bringing this attitude to financial planning now.
It will take a few weeks to bed into the new environment, then you can expect to see some exciting new opportunities become available that offer high service, low delivery cost and aim to ensure we help you achieve your financial goals.
Our services include Superannuation, Investment, Life & Trauma Insurance and Retirement Planning, and that will be integrated into our specialist taxation and lending skills to provide a full and complete solution for our clients.
If you need any assistance please contact us at wealth@smats.net
