Who we are
We are a financial planning business based in Moonee Ponds and have been providing professional planning advice since 2013. We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. At SMJ Financial Services, our commitment to our client's is the superlative standard of services and technical advice we are able to provide. We believe in the 'Total Plan Concept'. The process in short is to look after the client needs through the following strategies:
Our Strategies
- Wealth Creation
- Wealth Protection
- Wealth Preservation
- Debt Management
Our Core Values
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
Our Vision
At SMJ Financial Services, our commitment to our client's is the superlative standard of services and technical advice we are able to provide. We believe in the 'Total Plan Concept'. The process in short is to look after the client needs through the following strategies:
A little about SMJ
Company Started
SMJ was established by Principal adviser, Sasho Jovancevski with the aim of building a sustainable, holistic advice practice.
2014
Expanding Business
SMJ acquires the Hanna Financial Group, accelerating the rapid expansion of the business.
2020
Dedicated Team
Professional Individuals
Our team is dedicated to providing you with exceptional service and support
Principal Adviser
Sasho Jovancevski
Administration Manager
Melanie Naidu
Paraplanner
