What Our Clients Say

I thought this would be an indulgence, but going through the business planning process with Smart Financial has far exceeded my expectations. It’s helped to clarify and address key challenges in my business and has set me on a path to achieve more at a time when I wasn’t sure what to do next.”

Business owner of 24 years on completing his first business plan, revitalising his energy for the business and inspiring his staff and clients

“I came to Smart Financial with questions about an acquisition I was considering in order to grow my business. I was worried about stagnating and not achieving growth. Smart Financial helped me to address my potential acquisition issue in the context of my personal and business goals and aspirations.

“They not only answered my specific technical questions, but showed me a whole new direction for the business. I am energised again and looking forward to taking my business to the next stage. “

Business owner of 16 years taking his business through the next stage of growth

“I didn’t really know where to start in planning my exit from the business. I had a feeling I wanted to retire in a few years, but didn’t really know what to do about selling the business.

Working with Smart Financial has helped me to get my business ready for sale. The re-organisation we have been through wasn’t easy and has involved a lot of work, but Smart Financial has helped me through.

The outcomes have been fantastic. We’ve had 17% growth in turnover since working with Smart Financial and I’ve found my passion for the business again. I know I’m in control of my exit now and will be ready to sell my business to the right buyer when the time comes.”

Business owner of 32 years on getting his business ready for sale