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Financial Advice
With Pride and Understanding
At Smart Happy Money, we believe everyone deserves financial advice that understands and celebrates who they are.
Whether you’re navigating shared finances in a non-traditional relationship, planning for a family, managing a Self-Managed Super Fund, or simply want a safe space to talk money without judgment — we’re here for you.
💬 Why We’re Different
We know that LGBTQIA+ individuals often face unique financial challenges:
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Superannuation and retirement planning that reflects non-traditional relationships
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Estate planning for chosen families
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Navigating Centrelink and aged care systems that may not recognise your lived reality
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Planning for gender-affirming healthcare costs
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Mortgage broking for all partnerships and family circumstances
Our team offers inclusive, knowledgeable, and judgment-free advice that puts your goals and values first.
🧡 What We Offer
🏡 Financial Planning and Life Goal Mapping
💼 Superannuation and Investment Advice
🏳️🌈 Estate and Legacy Planning for Diverse Families
🏠 Inclusive Mortgage Broking
🏥 Budgeting for Gender-Affirming Medical Care
💬 In-person or virtual appointments across Victoria
🧑🤝🧑 Safe. Supportive. Smart.
Our advisers are not only highly experienced professionals — they're also allies, advocates, and proud supporters of Melbourne’s vibrant LGBTQIA+ community. No awkward explanations. No assumptions. Just advice that reflects who you are and what matters to you.
🤝 Let’s Chat
📍 Based in Melbourne | Servicing Australia-wide
📞 1300 592 539
📧 info@smarthappymoney.com.au