Smart Happy Money Co

Smart Happy Money Co Educating and advising people today, to improve their tomorrow. Smart Happy Money is on a mission to help you to achieve financial success.

We are an experienced team of Financial Advisors, Administrators and Mortgage Brokers who love to work alongside our clients to help them achieve great outcomes. We offer advice and services across the following areas:

- Superannuation

- Retirement Planning

- Wealth Creation

- Personal Insurances

- Mortgage and Finance

- Aged care and Centrelink

- and more

Whatever your goals, we will work with you to achieve them. Head to our website to find out more, or to book an appointment

11/06/2026
10/06/2026

✨ SAVE THE DATE ✨

The Smart Happy Money Charity Gala is back on 27 November 2026💚

An evening of connection, impact and celebration, all in support of Youth Law Australia.

And this year... we have a very special guest performance planned 👀🎤

Mark your calendars and stay tuned for more details.

For more details, visit smarthappymoney.com.au

09/06/2026

There is no “perfect” way to budget 👀

Some people use spreadsheets
Some use cash envelopes
Some track everything through apps
Others keep it simple with separate bank accounts

The best budgeting method is the one you can actually stick to ✨

Because budgeting is not about doing it perfectly
It is about understanding your money and creating a system that works for your lifestyle.

Everyone manages money differently and that is okay 💚

👇 What is your favourite budgeting method?

For more details, visit smarthappymoney.com.au

08/06/2026

of the week: Superannuation 👀

Super is one of the most important wealth building tools Australians have, but it comes with a lot of jargon.

In this week's video, we break down terms like:

💰 Concessional contributions
After-tax contributions that may be taxed at a lower rate inside super

📈 Non-concessional contributions
Money you contribute from your after-tax income

⏳ Preservation age
The age you generally need to reach before accessing your super

📊 Investment options
How your super is invested and why it can make a significant difference over the long term

Understanding these concepts can help you make more informed decisions and get more out of your super over time.

✨ Have a financial term you'd like us to simplify next? Let us know in the comments.

For more details, visit smarthappymoney.com.au

05/06/2026

Sometimes the hardest part of managing money is knowing where to start 👀

You might be working hard, earning an income and doing your best, but still feel like you're not making progress.

That is where Smart Happy Coaching can help 💚

Our coaching program is designed to help you:
✔ Understand where your money is going
✔ Create goals that matter to you
✔ Build healthier financial habits
✔ Stay accountable with ongoing support

No judgement.
No complicated financial jargon.
Just practical guidance, support and a plan that aligns with what you want from your money.

✨ Book a no obligation introduction with a coach and see if Smart Happy Coaching is right for you.

For more details, visit smarthappymoney.com.au

📅 SAVE THE DATESmart Happy Money Charity Gala 2026 ✨Join us on 27 November 2026 for an evening of connection, celebratio...
04/06/2026

📅 SAVE THE DATE

Smart Happy Money Charity Gala 2026 ✨

Join us on 27 November 2026 for an evening of connection, celebration and impact.

This year's gala will once again support Youth Law Australia, helping provide free legal assistance and education to young people across Australia 💚

Mark your calendars and stay tuned for more details.

For more details, smarthappymoney.com/gala

03/06/2026

Sometimes people do not need more financial information 👀

They need clarity.

A space to slow down, talk about what they actually want and create a plan that feels realistic and aligned with their life ✨

That is what Smart Happy Coaching is about 💚

Not judgement
Not pressure
Just support, guidance and conversations that help you move forward with more confidence and direction.

Because when you become clear on your goals and habits, managing money starts to feel a lot less overwhelming.

✨ Book a no obligation introduction to see if Smart Happy Coaching is right for you.

For more details, visit www.smarthappymoney.com.au

Financial advice should be for everyone. It’s not. Yet.If you’ve ever walked into a financial adviser’s office and felt ...
02/06/2026

Financial advice should be for everyone. It’s not. Yet.

If you’ve ever walked into a financial adviser’s office and felt like you didn’t quite belong there, you’re not imagining it.

The industry has traditionally served a pretty narrow slice of Australia. And a lot of people have been left out as a result.

We think that’s worth fixing.

At Smart Happy Money, we work with people who’ve been overlooked, underserved, or just never felt like “the target market” for financial advice.

Q***r Australians. Multicultural families. People in non-traditional careers. People who’ve just never felt seen by the finance industry.

You deserve advice that actually gets you.

That’s what we’re here for. Q***rMoney MoneyMatters SeenAndHeard FinanceThatSeesYou ProgressiveMoney MelbourneFinance MelbourneBusiness LGBTQIAMoney MoneyForEveryone YouBelongHere FinancialWellness MoneyCommunity RepresentationMatters AuthenticAdvice SmartMoney

Thanks to  for having me today. Hopefully we have some potential financial advisers of the future! I hope I lived up to ...
02/06/2026

Thanks to for having me today. Hopefully we have some potential financial advisers of the future! I hope I lived up to the lovely words you put on the certificate!!

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Level 10 Suite 1008, 1 Queens Road
Melbourne, VIC
3001

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