Unflappable
Trust your future to the calmest head in the room.
MONEY IS THE MOST EMOTIONAL THING IN THE WORLD.
Being under financial stress can feel terrible. It brings out the worst in life.
Having it all under control can make you feel on top of the world.
If there’s one thing that defines our approach and why we do things the way we do, it’s that we believe money should be managed with a cool head and a warm heart.
Our mission from day one was forged across a wide range of experiences in financial services.
A belief that it’s about showing people value for money before you ask them to trust you, letting you work at their own pace and only with those who match our mindset and have the ability and drive to improve their own situation.
At it’s core though, it’s about taking pride that when the next step isn’t clear, the advice you’re given is something you can trust will be.
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Our journey
It started life under a very different name.
Originally founded by an accounting firm to help those who needed more than their books managed and the taxman kept at bay, it’s evolved to become so much more.
It wasn’t until 2010 though that Pathway Wealth Solutions as we know it today began the journey to where it is now.
That was the year the focus changed.
That change in focus was about making one thing THE one thing.
The idea that clients should be given advice that is in their best interests – to enable them to build, grow & maintain their wealth over time – has been a given for us from the beginning.
And whilst we love assisting & guiding our retired clients, many of whom have become like family over the years, there’s one truth we hold closest.
We’ve seen time-and-time again that the earlier people start on a path, the bigger and better outcomes they enjoy down the track.
Our goal is to be the catalyst for starting NOW, by working with a range of clients – younger and broader than you’d see in the other “traditional” financial planning firms – from those in their late 20’s to early 50’s and beyond, who share one key goal.
They are seeking a Pathway to Wealth and to enjoy the financial benefits of taking action sooner.
The idea that clients should be given advice that is in their best interests – to enable them to build, grow & maintain their wealth over time – has been a given for us from the beginning.
And whilst we love assisting & guiding our retired clients, many of whom have become like family over the years, there’s one truth we hold closest.
We’ve seen time-and-time again that the earlier people start on a path, the bigger and better outcomes they enjoy down the track.
Our goal is to be the catalyst for starting NOW, by working with a range of clients – younger and broader than you’d see in the other “traditional” financial planning firms – from those in their late 20’s to early 50’s and beyond, who share one key goal.
They are seeking a Pathway to Wealth and to enjoy the financial benefits of taking action sooner.
The principles that underpin our approach to financial advice haven’t really changed over the years.
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Advice that is and always will be independent of product.
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Research, test and select superannuation, investment or insurance solutions to solve client needs (and for no other reason).
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Work with those who share the same values (which is why we’re part of one of the most awarded AFSL’s in the country over the past 7 years – GPS Wealth).
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Deliver great value to our clients for the transparent fees that we charge.
Our passion lies in providing advice to new & existing clients, many of whom have worked with us for over 15 years and have entrusted us further to help family, friends and colleagues (of which there is no better validation).
We never aimed to be the biggest financial planning firm on the Coast. We leave it to others to build empires.Our pathway is to help those we know best achieve the goals they want use their money to make happen.
Oh, and it kinda helps that we enjoy what we do too.
Meet the Team
Greg Newton
CFP, B.Comm, SSA
Greg Newton has been in the financial services industry for over 25 years and is the principal of Pathway Wealth.
He is a CERTIFIED FINANCIAL PLANNER™, the highest designation available in financial planning. Greg also holds a Bachelor of Commerce degree and the Diploma of Financial Planning.
Greg is a Specialist SMSF Adviser having achieved this accreditation from the SMSF Association (SMSFA). He is also accredited to provide advice on ASX Listed Securities
He specialises in giving advice in the following areas:
- Self Managed Superannuation
- Retirement Planning
- Wealth creation
- Life insurances
- Income replacement & trauma insurance
- Investment and savings plans
- Succession planning*
- Estate planning*
*Working in conjunction with your accountant and solicitor.
Greg is a member of the Financial Planning Association of Australia (FPA) and the SMSF Professional’s Association of Australia (SPAA).
His Authorised Representative Number issued by ASIC is 255803.
Greg Newton
CFP, B.Comm, SSA
Greg Newton has been in the financial services industry for over 25 years and is the principal of Pathway Wealth.
He is a CERTIFIED FINANCIAL PLANNER™, the highest designation available in financial planning. Greg also holds a Bachelor of Commerce degree and the Diploma of Financial Planning.
Greg is a Specialist SMSF Adviser having achieved this accreditation from the SMSF Association (SMSFA). He is also accredited to provide advice on ASX Listed Securities
He specialises in giving advice in the following areas:
- Self Managed Superannuation
- Retirement Planning
- Wealth creation
- Life insurances
- Income replacement & trauma insurance
- Investment and savings plans
- Succession planning*
- Estate planning*
*Working in conjunction with your accountant and solicitor.
Greg is a member of the Financial Planning Association of Australia (FPA) and the SMSF Professional’s Association of Australia (SPAA).
His Authorised Representative Number issued by ASIC is 255803.
Contact Info
Suite 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.