Privacy Policy
Book a Meeting
This Privacy Policy applies to all personal information collected by Money Path Pty Ltd via the website located at www.moneypath.com.au
(a) The Privacy Act 1988 (Cth) currently defines “personal information” as meaning information or an opinion about an identified individual or an individual who is reasonably identifiable:
(I) whether the information or opinion is true or not; and
(II) whether the information or opinion is recorded in a material form or not.
(b) If information do not disclose your identity or enable your identity to be ascertained, it will in most cases not be classified as “personal information” and will not be subject to this privacy policy.
The kind of personal information that we collect from you will depend on how you use the website. The personal information which We collect and hold about you may include:
- Information you submit via our contact form (name, phone number, enquiry)
- Generic non-identifiable information through Google analytics about your device, location and activity on the site
The kind of personal information that we collect from you will depend on how you use the website. The personal information which We collect and hold about you may include:
(a) We may collect personal information from you whenever you input such information into the website.
(b) We also collect cookies from your computer which enable us to tell when you use the
website and also to help customise your website experience. As a general rule, however, it is
not possible to identify you personally from our use of cookies.
(a) The purpose for which we collect personal information is to provide you with the best service experience possible on the website.
(b) We customarily disclose personal information only to our service providers who assist us in operating the website. Your personal information may also be exposed from time to time to maintenance and support personnel acting in the normal course of their duties.
(c) We may use the information we collect about you for the purposes of targeted marketing through the cookies referred to in clause 3 above. This might include advertising to you on other platforms.
(d) We may use the information we collect about you for the purposes of targeted marketing through the cookies referred to in clause 3 above. This might include advertising to you on other platforms.
Australian Privacy Principle 12 permits you to obtain access to the personal information we hold about you in certain circumstances, and Australian Privacy Principle 13 allows you to correct inaccurate personal information subject to certain exceptions. If you would like to obtain such access, please contact us as set out below.
If you have a complaint concerning the manner in which we maintain the privacy of your personal information, please contact us as set out below. All complaints will be considered by our privacy officer – Raea Khan and we may seek further information from you to clarify your concerns. If we agree that your complaint is well founded, we will, in consultation with you, take appropriate steps to rectify the problem. If you remain dissatisfied with the outcome, you may refer the matter to the Office of the Australian Information Commissioner.
Your personal information will not be disclosed to recipients outside Australia unless you expressly request us to do so. If you request us to transfer your personal information to an overseas recipient, the overseas recipient will not be required to comply with the Australian Privacy Principles and we will not be liable for any mishandling of your information in such circumstances.
If you have any queries, or if you seek access to your personal information, or if you have a complaint about our privacy practices, you can contact us on 08 7110 0040 or info@moneypath.com.au
Transform Your Financial Future Today
Partner with MoneyPath for tailored strategies and expert guidance to achieve your financial goals.
Comprehensive financial advice for
Self-Funded Retirees
A self-funded retiree is someone who has accumulated enough personal wealth and savings to sustain themselves financially during retirement, independent of government pensions or welfare benefits. Achieving this status often requires meticulous financial planning and management to ensure that assets and income streams are sufficient for a comfortable and sustainable retirement.
- Retirement Planning
- Tax Planning
- Portfolio Management
- Estate Planning
- Superannuation/SMSF
- Ongoing Bespoke Service
Families
Family financial planning is a comprehensive approach to managing resources, extending beyond daily budgeting to incorporate long-term strategies. This includes considerations for retirement, real estate investments, and other long-term financial goals, aiming to build a strong financial foundation for parents and ensure ongoing security for their children.
- Financial Goal Setting and Strategy Development
- Budgeting and Cashflow Management
- Life Insurance
- Superannuation (including SMSF)
- Tax Planning
- Debt Management
- Investment Planning
- Children's Education
- Estate Planning
- Financial Education
Business Owners
Financial planning for business owners involves crafting strategies to manage both business and personal finances effectively. This ensures the business’s financial health while also addressing the owner’s personal financial objectives.
- Business Goal Setting and Strategy Development
- Risk Management and Business Insurance (Key Man/Buy Sell)
- Estate Planning
- Portfolio Management
- Cashflow Management
- Investment Planning
- Debt Management
- Tax Planning
- Superannuation (including SMSF)
- Retirement Planning
- Ongoing Bespoke Service
Professionals
Financial planning for professionals involves creating customized financial strategies that cater to the unique needs and challenges of those in specialized careers. Given their high earning potential and complex tax situations, professionals require tailored solutions to achieve long-term financial success and security.
- Financial Goal Setting and Strategy Development
- Tax Planning
- Portfolio Management
- Life Insurance
- Investment Planning
- Debt Management
- Estate Planning
- Superannuation (including SMSF)
- Ongoing Bespoke Service
Financially Ambitious Individuals
For those with high financial aspirations, strategic planning is crucial to achieving their goals. Partnering with Money Path allows financially ambitious individuals to develop and execute a customized financial strategy that aligns with their aspirations, ensuring they reach their objectives and secure their financial future.
- Financial Goal Setting and Strategy Development
- Advanced Investment Planning
- Tax Planning
- Debt Management and Gearing Strategies
- Superannuation (including SMSF)
- Life Insurance
- Estate Planning
- Ongoing Bespoke Service
Our Expertise
We're not your usual financial advisors
We tailor our strategies to each client, recognising that every client is unique.
