# to Smart Private Wealth

- **Website:** <https://smartprivatewealth.com.au>
- **Primary alias:** `smartprivatewealth.com.au`

## Description

Smart Private Wealth is a financial planning firm founded in 2015 and based on Main Street in Mornington, Victoria. It is the financial planning division of accounting firm Smart Business Solutions, bringing together expertise in financial planning, management accounting, tax advisory and mortgage broking. The firm provides advice on investing, retirement planning, superannuation and self-managed super funds, insurance, aged care, estate and succession planning, and wealth protection. Its services also include wills, testamentary trusts, enduring powers of attorney, SMSF lending, investment and education bonds, and ongoing client support.

Smart Private Wealth takes a goals-based approach, helping clients identify what matters to them and develop financial strategies to support those aims. Its advice is informed by an understanding of tax and financial structures, with a focus on considering clients’ wider financial circumstances. The firm describes its fee model as transparent and fee-for-service, with charges linked to the advice provided rather than the products recommended. It also offers educational resources, a financial wellness check and a free 15-minute discovery meeting.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/SMART.SBS)
- [instagram](https://instagram.com/smart_sbs)
- [linkedin](https://linkedin.com/company/smart-business-solutions-accounting-)
- [youtube](https://youtube.com/playlist)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idSj0aIYlk/w/456/h/164/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793259861169)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idSj0aIYlk/w/180/h/180/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793259861353)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Paprika | #97022c | accent |
| Shark | #212529 | dark |
| Puce | #cb8196 | light |

## Fonts

- Figtree — asset _(google)_

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_Source: <https://brandfetch.com/smartprivatewealth.com.au>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._