Our foundations

We are often asked how Smart Finance came to be. This is our story.

Having worked as a Senior Finacial Adviser with Canada Life since 1995 I found myself at the beginning of 2003 feeling that there was a better way of providing financial planning services to my clients, many of whom I had known for years. My experiences in financial services meant that I understood how the sector worked and more importantly how it had consistently failed its clients in the past.

My belief has always been that clients do not want a series of financial products and instead they really want to feel secure and to know that everything is going to be alright and that they can afford to live the life they want without the fear of ever running out of money.

Smart Finance was established in July 2003 with a blank sheet and with the desire to build a business for the future using all the latest tools and techniques to deliver a high quality, solutions driven personal service to its clients and to provide answers to questions clients didn’t even know they could or needed to ask.

This foundation has proved to be a solid one.

Pat Matthews – Principle, Smart Finance.