We assist clients from all walks of life, by listening and helping them articulate their goals and concerns. Based on these goals and concerns we formulate and implement tailored strategies to suit. We understand that without our clients there is no business and every client is important to our firm and we treat all our clients with respect and professionalism at every interaction.

We are actively engaged community organisations and charities not just from a financial aspect but also as active participants.

This includes financial sponsorship for the following:

In addition we make a number of donations to local charities including National Breast Cancer Foundation and World Animal Protection.

Lee Riske is the President of the Xavier Dunn Foundation (along with providing Financial Support) and is also the Treasurer of the Hastings Valley Vikings Rugby Union Club.

We also donate our time and expertise presenting to PROBUS on issues relevant to their community.

While we are humbled to even be considered for an award and while did not get into business to receive awards, we believe our business represents a good balance of providing excellent customer service as well ensuring that some of our successes are passed back through the community.

www.smarterfinancial.com.au