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SMATS Wealth

SMATS Wealth

Your partner in Wealth
Knowledge & Creation

SMATS Wealth provides personal financial advice to Australian residents and Australian expatriates. We assist clients to identify and work towards their long term financial goals and objectives with a strong emphasis on educating them to understand the strategies that will put them in a better position. These strategies may include long term retirement planning, superannuation and investment advice and wealth protection through appropriate personal insurance recommendations. SMATS Wealth maintains a strong client service ethic and provides holistic advice to help clients create, protect and enjoy their wealth.

Australian superannuation management and amalgamation

Life insurance for resident and expatriate Australians

General investment advice, support and planning

Wealth education and succession planning

Wealth Services

Risk Insurance

  • Life Insurance
  • Income Protection
  • Trauma Insurance
  • Permanent Disability

Superannuation & Pensions

  • Superannuation
  • Self-Managed Super Funds (SMSF)
  • Allocated Pensions
  • Centrelink Benefits

Investment & Strategies

  • Wealth Creation
  • The art of dollar cost averaging
  • Investor risk profiling

Expatriate Services

  • Personal Insurance
  • Superannuation

Disclaimer: All information provided on this website is of a general nature only and does not take into account your personal financial circumstances or objectives. Before making a decision on the basis of this material, you need to consider, with or without the assistance of a financial adviser, whether the material is appropriate in light of your individual needs and circumstances. The information on this website does not constitute a recommendation to invest in or take out any of the products or services provided by any of the SMATS Group of companies. Click here for our Privacy Collection Statement and Privacy Policy.

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