Educating and advising people today, to improve their tomorrow

Discover Tailored Financial Solutions That Fit Your Unique Financial Goals.

Unlock Your Financial Potential with Expert Guidance Every Step of the Way.

You are an individual and your financial needs are as individual as you are. That's why we work with you to discover your goals and walk alongside you as you achieve them.

We are passionate about helping people get ahead through careful planning, coaching and education. Whether you need a plan for your financial success or help getting a mortgage for your first home, we are here to help you reach your goal.

Take The First Step. Click Here To Start Achieving Your Goals.

Smart HAPPY Money

Putting the Happy into financial advice

2% of gross revenue. Locked in.

🌱 Carbon offset through tree planting

❤️ Monthly support for Positive Attitude

⚖️ Ongoing partnership with Youth Law Australia, including our annual charity gala

Smart money. Happy outcomes. Real impact.

Find out more

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

Insurance Services