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Financial Advisors for Retirement & Aged Care seniors

PATHWAY FINANCIAL ADVISORS • GOLD COAST, QUEENSLAND

Enhance Your Financial Well-being for a Secure and Comfortable Transition to Aged Care

Comprehensive and Holistic Financial Advice

Make Confident Financial Decisions With Expert Advice

Financial Advisors for Retirement & Aged Care seniors

ARE YOU CONCERNED ABOUT YOUR FINANCIAL FUTURE?

Retire Confidently, Age Gracefully

At Pathway Financial Advisors, we offer tailored financial planning designed to provide you expert guidance and personalised strategies to ensure a secure, stress-free future.

We specialise in Aged Care financial planning, as we aim to help improve your financial well-being for a comfortable and secure transition into Aged Care.

We also specialise in helping you transition out of the workforce and into retirement with less stress. Ask us how!

Our Financial Advice Includes:

AGED CARE
FUNDING PLANS

CENTRELINK
OPTIMISATION

ESTATE
PLANNING GUIDANCE

CASHFLOW
ADVICE

WEALTH
PRESERVATION

TAX
EFFICIENCY

ASSET
RESTRUCTURING

INVESTMENT
STRATEGIES

REFERRALS TO ACCOUNTANTS & ESTATE PLANNING LAWYERS

Kris & Leonie Jenkins, founder of Pathway Financial Advisors

YOUR PATHWAY FINANCIAL ADVISORS TEAM

Meet Husband & Wife, Kris & Leonie

Kris and Leonie established Pathway Financial Advisors to provide affordable, trustworthy and ethical financial advice to seniors and their families. They are passionate about supporting and empowering their clients by demystifying the complex world of Retirement and Aged Care planning and helping them to enjoy a brighter financial future. 

 

Kris and Leonie have helped countless people achieve financial security and peace of mind for a fulfilling retirement and aged care experience. They want to continue to have a positive impact on the lives of those they work with and would love to help you and your family too. 

 

Our company is — Compassionate, empathetic, and family-centred

Data-driven, analytical, and professional

Financial Advisors for Retirement & Aged Care seniors

How it Works:

Discovery Call

In our free discovery call, we identify what you need, where you are in your life journey, and if we can assist.

Statement of Advice

We recommend a personalised strategy and deliver this as a formal Statement of Advice during our advice delivery meeting.

Assessment Meeting

The assessment meeting is a deep dive into your situation, where we discover how you might benefit from personal advice.

Follow Up + Ongoing Support

We follow up to ensure everything goes smoothly and iron out any issues you may have. Ongoing support is also available via a customised service package.

Planning Tomorrow, Living Today

Start your planning with
Pathway Financial Advisors now

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