Whether you’re running a business or managing personal finances, a single visit to your accountant at tax time is not going to help you get ahead.
Of course, keeping on top of your taxation is an essential building block to good financial health, but future-proofing your finances are key.
Financial and business planning is about more than money. It’s about building a deep knowledge of where you are now, what you want, where you want to be, and how to get there. It’s about working collaboratively with a credible team that looks beyond the dollar signs to the person behind them for a steady and balanced approach to helping you reach and maintain your financial goals.
“Helping our clients realise their aspirations is how we deem ourselves a success,” says SMART Business Solutions Director, Shannon Smit.
“We’re in the business of helping people thoroughly understand the ins and outs of their financial position, from the simplest tax return through to strategic business advisory, complex financial planning and now, looking after your mortgages and lending needs, too. We’re all about helping both business and individuals find simple ways to be smart about their money. You work hard for your money, so it’s important to develop financial strategies that work well for you so you’re in the position to make choices.”
As the most awarded accounting and financial services team on the Mornington Peninsula, SMART Business Solutions are adept at offering sound financial advice that’s deeply personal.
SMART Business Solutions
Level 1, 328 Main Street Mornington
T +61 3 5911 7000