SMJ is a professional financial advice business based in
Moonee Ponds and has been operating since 2013.
Our dedicated team is passionate about bringing to life strategies
to help you achieve your financial and lifestyle goals.
We partner with you to build, protect and manage your wealth
at every stage of your life cycle.
Our purpose is giving you real peace of mind and confidence
to have the life you want….

Our Seven-Step Process

You’ll always have control and decide whether to stop, change or continue any of the recommendations we make. Our advice process involves seven key steps:

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An initial meeting

Helps you find out about us and helps us get to know you.

01
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We’ll ask you for information

So we can understand who you are and what you’re aiming to achieve.

02
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We will

Help you clarify your goals.

03
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We evaluate your financial situation

Formulate specific recommendations which we present in your financial plan we develop for you.

04
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If you would like us to

We can periodically review your objectives, achievements and ongoing needs.

07
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Your plan can now be put into action

We begin executing the agreed actions and help you make any changes you agree to make.

06
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We discuss our recommendation

Ascertain how you feel about them.

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Dedicated Team

Professional Individuals

Our team is dedicated to providing you with exceptional service and support

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Principal Adviser
Sasho Jovancevski
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Administration Manager
Melanie Naidu
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Paraplanner
James Tran
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For more information

Please download our Financial Services and Credit Guide