From idea to IPO.
A financial planning service supporting you each step of the way.

From idea to IPO.
A financial planning service supporting you each step of the way.

Leading an organisation brings unique pressures. Ever-growing responsibilities. Long days.

You may feel proud yet stressed. Crave more personal time. Seek a change.

Perhaps you worry your finances lack robust planning. Or have no plan at all.

You want an expert to collaborate on a cohesive financial strategy. A long-term, trusted partnership to establish a solid financial base, now and always.

With SmartStack®, that’s exactly what you get.

  • Our deeply personal service removes your financial burdens.
  • We work as partners to strategise your household’s long-term success.
  • Rigorous yet intuitive financial planning gives you clarity and control.
  • Leading-edge software provides 24/7 access to your wealth portal.
  • A team of specialists – coaches, travel planners, philanthropic guides – helps optimise life beyond work.
  • Most importantly, our collaboration gives back your most precious resource – time.

With SmartStack®, you gain financial confidence and freedom. The power to live life on your terms.

We handle your wealth seamlessly so you can focus on what matters most.

Contact us today to schedule a free consultation.

Invest in your peace of mind.

Your SmartStack® agenda

Financial Planning

  • Helping you to prioritise what and who matters most to you.
  • Bespoke lifetime cash-flow forecasting to assess whether you are financially on track to achieve your version of financial independence.
  • What-If scenarios mapped out to show you different life outcomes based on different decisions you could take.
  • Estate and wealth preservation planning to ensure your wealth moves down through your bloodline.

Financial Advice

  • Regulated financial advice over the financial products.
  • Investment advice and administration.
  • Tax planning strategies.
  • Disaster Planning & Human Insurance review.
  • Mortgage review service.
  • Cash management services.
  • New Advice Implementation.

Business Owner Strategy Planning

  • Utilising company cash more effectively for your personal planning.
  • Corporation tax planning.
  • Corporate disaster planning.
  • Understanding how much you need to achieve from a capital event (i.e. MBO).
  • Becoming less reliant on a company sale for your future retirement.
  • Growth, exit & succession planning.
  • Collaborative meetings with your other professional advisers.
  • Introductions to our black-book of contacts.
  • Frequent meetings and touch-points.


  • Behaviour coaching & sound-boarding.
  • Education & learning support in any area of financial planning you need.

Client Stories – Heather Hancock

Lifetime Cashflow Forecasting