Brand profile · Financial Services

Smart Happy Money

Smart Happy Money runs a Financial Services operation from Boronia, Victoria. Ownership is privately held; it publishes at smarthappymoney.com.au. It holds three addresses on record, all in Australia. The record counts 6 people. Tagged retirement planning, tax planning and investment management. The record links three similar brands, most of them in Retail Apparel and Fashion.

Profile live Privately Held Founded 2006 1 office country

Key facts

Counted staff
6
self-reported 2–10 band
Founded
2006
20 years
Legal entities
None matched
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

At Smart Happy Money, we help individuals make informed and empowered financial decisions that lead to a balanced and happy life. Our approach blends practical financial strategies with a deep understanding of each client’s personal values, goals, and priorities. We don’t just focus on the numbers – we aim to create meaningful, long-lasting financial wellbeing that aligns with what truly matters to you.

Our services encompass comprehensive financial planning, investment management, and wealth-building strategies that are tailored to your unique circumstances. Whether you're preparing for retirement, growing your investments, or securing your financial future, we provide advice that is clear, strategic, and built around your personal financial story.

The Smart Happy Money team is committed to clarity, education, and support at every stage of your financial journey. Our goal is to simplify complex financial topics and guide you towards decisions that not only grow your wealth but also enrich your life.

‘Educating and Advising People Today, to Improve Their Tomorrow’

Specialties

All 14 specialties
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Wealth Management
  • Insurance Solutions
  • Debt Management
  • Business Financial Services
  • Financial Education
  • Risk Management
  • Mortgage Broking
  • Business Finance Broking
  • Client-Centred Approach
  • Education Funding

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU18-20 Floriston Rd; Boronia, Victoria 3155Primary
  • AU115-117 Bluff Rd; Suite 4; Black Rock, Victoria 3193
  • AU1 Queens Rd; Level 10, Suite 1008; Melbourne, Victoria 3004

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

3 employee profiles on record · names withheld.

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FAQ

How many people work at Smart Happy Money?

The record holds 6 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Smart Happy Money have offices?

Three addresses on record, Australia only. Primary: 18-20 Floriston Rd, Boronia, Victoria 3155.

Has Smart Happy Money raised funding?

None linked to this brand.

What does Smart Happy Money list as its specialties?

14 tags on the brand's own list, among them retirement planning, tax planning and investment management.

Which companies are listed alongside Smart Happy Money?

Three peer profiles on record: Fashionata and Wealth 23 Dealer Group Services.

What is Smart Happy Money's website?