Private Client Solutions

Wealth Smart encourages our Private Clients to become more actively involved in your financial well-being and financial life planning activities.

Our program creates opportunities for you to make the most of your financial affairs, your financial and lifestyle goals, and gives you the ability to take advantage of some great member benefits to enjoy now:

Financial Advice & Planning

Private Clients have access to dedicated financial advisers to assist with obtaining advice on a range of financial matters including super, insurance, income protection, estate planning, transition to retirement strategies and retirement planning.

Member Education & Communications

We provide financial education to equip you to make more effective decisions about your financial well-being. We help to empower you to take control of your financial affairs through a variety of financial, investment and super communications:

  • Our private client newsletter provides resourceful information on all issues about your financial affairs.
  • Online library of articles and information covering a range of subjects from budgeting through to wealth planning.
  • Online glossary contains definitions for a number of financial and investment terms.
  • Interactive calculators and planning tools to help you with your wealth planning needs.
  • Fact sheets and frequently asked questions on everything from your super fund to retirement planning and investing.
  • Regular updates on legislative changes that provide you with new opportunities.
  • Financial Life Planning seminars and other informative sessions to help empower and provide you with the knowledge to make your own financial life decisions.

Personal Assistance via Free Call Helpline

Wealth Smart provides assistance to Private Clients over the phone via a toll free dedicated number, assisting with a range of common and personal enquiries about your financial affairs.Contact us today to discuss how you can achieve your financial life goals
call 1800 765 100.