
Adelaide Financial Planning: Independent and Comprehensive Advice
Harry established Money Path to provide independent and comprehensive financial planning advice to clients in Adelaide and beyond. He understands that the financial marketplace is complex and constantly changing, which can make navigating your financial future challenging.
As a fiduciary, Harry is committed to serving your best interests, ensuring that Adelaide clients receive personalised strategies and clear, transparent guidance. Whether you’re planning for retirement, managing investments, or building long-term wealth, Money Path’s Adelaide financial planning services are designed to help you achieve financial confidence and security.
15+
Years of Experience
Over a decade of experience in financial planning
Expertise Areas
We provide a full range of services
Qualifications and Associations
Tax Practitioner board
2021 – Current
Member of the Financial Advice Association Australian
2009 – Current
Advanced Diploma in Financial Planning
Pinnacle 2009
Graduate Diploma in Global Wealth Management
University of Adelaide 2008
Bachelor of Economics
University of Adelaide 2007
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.
Advice you can trust
There are lots of financial advisers out there but we’re proud to say there are not many like us. Not everyone subscribes to the highest ethical and professional standards.