SMATS Group Sydney

After having lived abroad for over 2 decades as an Expat in a Low tax environment, Steve Douglas and the team at SMATS have been instrumental in helping us navigate our financial repatriation to Australia in a tax efficient manner and helped us immensely by re-educating us through means of Financial modelling, Tax Planning, and implementing investment strategies relevant to our personal circumstance.

Their fee for advice is extremely good value as a one off payment; and we have have had many hours of subsequent "one on one" time over multiple sessions, fine tuning our Modelling for our evolving portfolio in a changing financial environment. There has been no additional charge for any this.

Whilst SMATS also offer a range of solid investment opportunities to compliment any portfolio within their organisation, those products are definitely not "pushed" on you as the client - just merely offered with nil obligation (rare and refreshing).

We would have no hesitation in recommending SMATS to anyone for Financial planning advice and especially their "no strings attached approach".

Hello,
My consulation with Matt Heron was extremely beneficial and Matt helped me in clearing all my doubts and queries. Moreover, the zoom meeting went on very well. It started well on time and prior to it, details regarding the online meeting were already emailed, so there were no issues at all in joining the meeting and it seemed as if I was sitting in front of the person and having face to face meeting.
Thank you to Matt and to the SMATS team in helping to resolve my doubts.
I will contact SMATS again in future when required.
Regards,
Ashutosh