Like a friend who knows what they’re talking about
Expert advice delivered the right way
we work with
types of clients
Creators
Building wealth whilst you're also managing everything else life throws at you isn't always easy, but we can help make the decision-making a lot clearer.
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Retiring Soon
Whether you're ten years out or it's coming up fast, we can make the pathway to life beyond work clear and certain.
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Independent Retirees
Once you've made the decision to enter life without work, you want to ensure there's nothing to get between you and enjoying your new lifestyle
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What our clients say
...doing
things that make the difference
Find the path.
It starts with understanding the lifestyle that you aspire to.
Our focus is to help you find that path and keep you in the right track to the life that you want.
Walk the path.
Keeping your plan on track is key to making progress.
Everything we do is designed to remove the stress of managing your finances, so you can focus on what’s important to you.
Stay the path.
We’re here to help navigate any possible situation and take care of all the details along the way.
Our team are here to support you as and whenever you need us.
AND THE SCOPE OF EXPERTISE
INVESTING
Putting your money to work
Shares
Fixed interest
Passive income
Investing in growth
Investing for income
Managed property builds
Self managed super funds
RETIREMENT PLANNING
Planning for life beyond work
Living Wills
Asset Structuring
Power of Attorney
Nominated Beneficiaries
Intergenerational wealth transfer
AGED CARE
Removing the stress of…
Fees
Centerlink
Estate Planning
Application forms
SMSF
Self-directed solutions
Setting up.
Shutting down.
Restructuriung.
LRBS.
Trustee Services.
PROTECTION
Protect what you value most.
Insurance
Life Insurance
Trauma & TPD
Business Insurance
Income Protection
Buy Sell Agreements
PROPERTY
Managing a growing portfolio.
Lending
Structuring
Investment portfolios
Tax-effective strategies
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.