3 Reviews

Peter Kaleski

SmartMoney Financial Services Pty Ltd

Bronze

15 Yrs Experience

Sydney Olympic Park, NSW 2127

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I am passionate about helping people on their journey to financial freedom.

I give everyday Australians the financial strategies that allow them to pay off their mortgage sooner, maximise the use of their money, minimise their tax obligations and build wealth for a comfortable retirement.

Everybody’s financial situation is different and there can be no ‘one size fits all’ approach.

By providing customers expert advice, I am fortunate to have helped many everyday Australians get on track to achieving the financial freedom they deserve.

For me, there is no greater reward.

For a confidential discussion about your current financial situation and objectives please don’t hesitate to contact me.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Borrowing
Tax Strategies
Growing Assets
Budgeting

5.00 February 2020

The team at Smart Money have been assisting us with financial advice for the past 12 months now and during this entire period they have never failed to give us sound and wise advice. They are very respectful of our ideas and answer all of our questions. Peter & Hovig are also very honest and give sound advice with a sense of humour which helps when dealing with money, markets and looking out for our future. They work extremely hard and bend backwards to achieve the best results. We are very grateful that we have found financial adviser’s whom we can trust and help us build our portfolio. We look forward to a long lasting relationship with Smart Money

5.00 December 2019

Peter has given me advice in areas including Loan Products, Superannuation, and Managing Debt. Peter was great in explaining all options available and the benefits/non benefits of each options to allow for a confident decision. Through Peter's knowledge and experience, I felt very confident that the advice given was right for my needs and the work he did, made our life so much easier. Peter did all the background work. I always received Peter's full care and attention when we met in person and he always provided progress updates.

5.00 June 2019

I cannot recommend enough Peter and the Team at Smart Money for all financial services! Peter and the Team have assisted me in debt consolidation, home refinancing, investing in property, superannuation, and tax minimisation strategies, all enhancing my cash flow by significant margins. Peter and the team are always happy to come to my premises on the Central Coast, to go through detailed strategies for each of me financial needs and once agreed and collaborated, Peter takes care of the rest for me! I would not be now in an extremely improved position financially, without Peter and Smart and there ongoing services.

Adviser status Bronze
Rating 5.00
Number of reviews 3
First year providing advice 2009
Years of experience 15
Highest qualification
- Graduate Certificate in Financial Planning
Language spoken
- English

Sydney Olympic Park, NSW 2127 – Google Maps

SmartMoney Financial Services Pty Ltd

Suite 2.03, Level 2, 6 Parkview Dr
Sydney Olympic Park, NSW 2127

Level 7, 91 Phillip Street, Parramatta NSW, Australia
Parramatta, NSW 2150

9:00am – 7:00pm Monday – Friday

Bluewater Financial Advisors Pty Ltd

AFSL 411846

Peter Kaleski

SmartMoney Financial Services Pty Ltd

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SmartMoney Financial Services Pty Ltd

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Bluewater Financial Advisors Pty Ltd