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Unlock Your Financial Potential with Expert Guidance Every Step of the Way.
Your money should help you build a life that feels right for you.
At Smart Happy Money, we believe good financial advice starts with understanding what matters most, your goals, your priorities and the life you want to create.
Whether you’re planning for retirement, buying a home, building wealth, sorting out your super or simply wanting to feel more confident with money, we’ll help you understand your options and build a clear path forward.
Through financial advice, mortgage and finance solutions, coaching and education, we make money feel simpler, more purposeful and more human.
Curious about your financial journey? Discover if you’re on track with our 'Am I On Track' calculator. See how you compare with others in similar situations and gain insights for a brighter financial future.
Karina
My husband and I are novices when it comes to super and investments so we were feeling fairly tentative when we first met with Ben, but as soon as we walked in the door he made us feel welcome and took the time to walk us through all our questions and fears.
Ben is super helpful and flexible with meeting times, supporting the time restrictions of full-time workers, and is readily contactable.
We feel very safe and assured that our savings are in good hands.
Ash
I understand so little about our financial system in Australia that I was nervous about getting financial advice, because I felt like I wouldn’t know who to trust.
Ben was so up front and transparent that I feel better immediately. I’m so grateful to be able to feel more confident in my financial future!
David & Lynne
Ben was asked to provide financial advice about the influence of the sale of a parental family home would have on entitlements, including both DVA and Aged Pensions.
The written advice given was extremely comprehensive and made our decisions straight forward.
We were very happy to resolve what we thought was a complicated family situation with such a straight forward document and personal explanation.
Our Services
Start your journey to financial success today! Reach out to our team at Happy Smart Money for chat about how we can help you build wealth, become more financially literate and achieve your money goals.
Financial Planning
Mortgage Brokering
Money Coaching
Our Locations
Melbourne
Bayside
Knox