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Make Confident Financial Decisions With Expert Advice
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.
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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.
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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
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 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 smooth transition to care. 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
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.