Personal advice, great service and reliable outcomes - this is what you will receive when dealing with Smart Wealth Financial Solutions.
Chris Leishman the principal of Smart Wealth Financial Solutions has been providing financial planning advice in the Cairns area for nearly 25 years - helping clients make smart financial decisions and providing peace of mind when it comes to meeting their lifestyle and financial goals.
14 customer reviews
Danny Pieri
Comfortable and bright
Reviewed on Google Maps
Hassan Ahmed
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Chris Atkinson
A great place to meet when in town
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sc C
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Craig Brown
Great spot
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Svana Gebadi
Friendly staff, clean rooms and easy access to amenities.
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Mark Brundell
This place so efficiently run I was that impressed I made a comment to a professional colleague of mine that if he was looking for a meeting room he should seriously consider the Boland Centre.
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Francis R
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Royce Goh
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Valerie Jousiffe
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Carissa Rickert
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Ved Prakash
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Suzie Cray
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Todd Naylor
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What do you love most about your job?
Helping people make smart financial decisions. Not all advice needs to be complex - but it does need to be smart and appropriate for the goals and objectives you are trying to achieve. Often this simply means preventing people from making mistakes and reminding them of what their objectives are and why it is important to maintain a particular advice or investment strategy.
Over the years it has always been rewarding watching people achieve their retirement objectives.
What inspired you to start your own business?
I have always enjoyed the challenge of being self employed and enjoy not having to adhere to bureaucracy of large financial institutions with hidden agendas.
Why should our clients choose you?
With nearly 25 years' experience in the Cairns Financial Planning industry, I have wealth of experience across a variety of industries.
Over the years I have specialized in retirement planning for business owners and professionals seeking to accumulate wealth and superannuation in lead up to retirement. In recent years this has also lead to becoming an Accredited Aged Care advice specialist providing advice for people who are no longer coping at home and are looking for advice in relation to moving into residential aged care.
Can you provide your services online or remotely? If so, please add details.
Smart Wealth Financial Solutions conducts appointments in person, over the phone and online via Zoom or Team Meetings.
Appointments can be scheduled directly through the Smart Wealth Financial Solutions website and simply choosing the nature and time of the appointment.
Wealth Creation
Aged Care Advice
Cash Flow Management & Tax Planning
Centrelink Advice
Debt Management / Reduction
Lifestyle Planning
Financial Advice
Investment Advice
Divorce
Superannuation Advice
Retirement Planning
Estate & Succession Planning
Salary Packaging
Personal Insurance
Redundancy, Inheritance & Lump Sum Advice
