We clear the road ahead for those who have already started on their wealth journey.
The 8 Steps to Financial Fitness that we overview here provide the foundations to delivering a great retirement outcome, instead of just an okay one.
Information can be useful but…
…not when you’re so overloaded with options and conflicting opinions you don’t know what to do next.
It’s true that we work with clients at a slower pace than most, but our clients value being able to unpack their situation instead of being told what to do.
We take people already on the path, help them identify opportunities to remove barriers and streamline their journey and take it up a notch.
We take what you started and find room for improvement.
Wrong turns can be costly
It can be hard to sort well-intended advice from the outdated wisdom which could set you back years.
Clients tell us we’re like a friend who actually knows what we’re talking about, which is why we can help you work out your next step better than those who don’t do what we do.
Our goal is to make it easier for you to make one smart decision after the next, and get to where you want to be with less stress and more certainty.
Success achieved one step at a time.
No-one wants to hope it works out.
Would you put your hand in a black box without knowing what was inside? Buy a flight just because of the airline?
Our advice is about the one thing that matters most; your End Game. We take time to define it, track and ensure that we are both accountable for making it happen.
We want you look back on the decisions you made to get advice as being the first of many great financial decisions you ever made.
And it starts with taking aim.
The 8 Steps to Financial Fitness that we overview here provide the foundations to delivering a great retirement outcome, instead of just an okay one. Our role is to act as your Personal Financial Trainer that helps you establish your goals, work out your program and keep you accountable along the way.
This is no sales appointment. In sixty minutes, Greg will help you plan out you End Game in total clarity, so you understand where you’re on track and going well, and your best next step and barrier to overcome.
If you’d like to personalise this but know a little about what we do before you take the next step, we’ve created a short, simple and painless tool that will score your strengths, financial weakness and the areas ripe for focus.
The 8 Steps to Financial Fitness that we overview here provide the foundations to delivering a great retirement outcome, instead of just an okay one. Our role is to act...
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Read MoreSuite 304, Mariners Business Centre,
1 Bryant Drive,
Tuggerah 2259 Australia
T: 02 4351 3566
info@pathwaywealth.net
Pathway Wealth Solutions Pty Ltd
ABN 25 102 217 363 is a Corporate Authorised Representative No. 245715 of GPS Wealth Ltd.