Testimonials
Smith Wealth Partners is a boutique financial planning practice that only grows from the referrals from our loyal existing client base to their friends and family. We can only expect to get referrals from our clients if they are very satisfied with our service and advice. We have shown below some of the many testimonials we have received from our clients, which we believe confirms our status as a company you can trust, and rely on, to help you achieve your financial and lifestyle dreams.
“Smith Wealth Partners has provided a very valuable service to my family and we would be in a totally different position to how we are now if we didn't have their guidance and help. Brad has been able to help us plan ahead, set goals/achieve goals, budget and sort out finances to ensure we are covered. We had a few different insurances and outgoings set up originally here and there and ultimately was costing us money each month in payments that we actually didn't need to incur. With Brads professional help and guidance we were able to set up things much better. We had our first baby in 2014 and Brad helped us put plans in place ready for his arrival. We have peace of mind that things are set up and we don't have to worry. Smith Wealth Partners are a professional firm but also friendly and caring! My only regret is not going to see Brad earlier!!!” Belinda Korpak
“I have had over 20 years of first class service. I trust the input from Smith Wealth Partners. The financial advice I have received from Smith Wealth Partners has enabled me to become financially secure & a self funded retiree.” Laurie Pearson
“Graham gave sound advice, guidance and service regarding Ernie's claim for the Pensioner's Bonus Scheme, minimising the capital gains tax when selling our investment property, providing a strategy for Ernie to claim the full pension when I'm not working and part pension when I am. Providing evenings for speakers, advisors and clients to get together to keep us well informed of market performances etc - so why wouldn't we be pleased!” Ernie & Julie Bechelli
“I have been involved with Graham & Scott Smith for 19 years through a variety of investment requirements from managed funds, superannuation, insurance and wealth planning on a personal and business level. I have found their services to be at the highest levels of professionalism, practicality and integrity for a range of industry leading products. The relationships fostered by the Smith Wealth team is on a personal level adding to the satisfaction and general pleasure of doing business with them. I continue to use Smith Wealth and highly recommend their financial planning services.” Ben Auld – Managing Director, Mining Plus, www.miningplus.com.au
“My personal belief is that SWP have honorable and honest management and hold their clients trust and investments paramount in their decision making.” Ken Mesure - Director, CMS Engineering, www.cmseng.com.au
“We would be very happy to recommend Graham and his team to our friends because the service and support received has been great. For the first time, in a very long time, we have confidence in our financial future, which is very reassuring.” Michael & Carol Palmer
“The manner with which your business is conducted is both friendly and professional. The continual accolades provide confidence that SWP is the best at what they do. The personal integrity and dedication of Graham and his team is undeniable. For many years I would not consider the services of a financial planner. Most were younger than my son and had little or no "Life Experience". I am aware that everyone must start somewhere and learn, but I was not prepared to put my trust in a "Commission oriented" sales rep. Graham showed us his integrity and ability, which decided us to entrust our wealth to his administration. The strategies that he has put in place for us have more than paid for any fees he may earn. I would highly recommend Smith Wealth Partners to anyone wishing to ensure they are on the right path to a comfortable retirement.” John Hyde
“I would like to formally thank you for what you have done for both the company and for myself over the 21 years of our association. Your assistance with the company superannuation and financial planning needs is especially appreciated, and I am particularly grateful as this has helped over 50 of our staff with their needs. On a personal basis, when it comes to money, trust is a very important. The years of your assistance have not only earned my trust but is sound proof of it. Thanking you Graham and wishing you continued success.” Gavin Hegney – Executive Chairman, Hegney Property Group, www.hegney.com.au
“I have worked closely with Brad Smith from SWP for quite some time. Brad and his team have handled the superannuation and financial planning needs of our 400+ staff for over 8 years and formed a great relationship with employees. I also use Brad personally for my own financial planning needs, in particular investment and insurance advice. I have received great service and feel SWP are a trustworthy financial planning company.” Jack Mah - HR Payroll Office, CFC Group, www.cfc.com.au