About Us
At Money Path we provide real financial advice
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Our purpose is to align your wealth with your core values
Our pledge is to navigate you through an evolving landscape. We are absolutely committed to providing expert guidance and tailored solutions to help you navigate your unique financial journey. Real advice acknowledges the necessity of adaptability, evolving alongside you rather than rigidly adhering to outdated methods.
Our investment approach is grounded in evidence-based research, tailored to support and empower you. Therefore, our value proposition diverges from conventional industry practices. Welcome to Money Path!
Our Values
01. Integrity
We operate with the highest level of integrity in everything we do. We are transparent, honest, and ethical in our interactions with clients, partners, and colleagues. We treat everyone with respect, arrogance doesn’t have a place in our world.
02. Client First
We operate with the highest level of integrity in everything we do. We are transparent, honest, and ethical in our interactions with clients, partners, and colleagues. We treat everyone with respect, arrogance doesn’t have a place in our world.
03. Expertise
We are dedicated to continuous learning and staying at the forefront of financial trends and regulations. Our team of experts brings a wealth of knowledge and experience to guide our clients effectively.
04. Personalization
Even the best solutions are worthless if they are solving for the wrong need. We recognize that each client has unique financial goals and circumstances. We tailor our solutions to meet their individual needs, ensuring a personalized approach to financial planning.
05. Holistic Approach
We believe in looking at the big picture. Our comprehensive financial services cover all aspects of our clients’ financial lives, from budgeting and investing to retirement and estate planning.
06. Long-Term Relationships
We build enduring relationships with our clients, partnering with them throughout their financial journey. At Money Path, we lean into the reality that the future is unknown. It underpins a fundamental element of our value proposition – that the landscape is constantly changing. Our guidance is based on reality, where we continually adapt and re-assess at every stage.
07. Investment Philosophy
We want you to achieve your dreams, not make product providers rich with your funds or take gambles with your money. We are committed to following proven investment principles, backed by academia and historical evidence. We focus on doing what works to get you where you need to go.
08. Transparency
We provide clear and open communication, ensuring our clients understand their financial situation and the recommendations we make. We strive to make complex things simple and hold the view that transparency is the foundation of trust.
09. Opinion
Around here, we’re not afraid to have an opinion or to take a position on things. Knowing your options is comforting, but ultimately you want someone with the right expertise to tell you which option you should take – that’s why you’re seeking advice.
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, recognizing that every client is unique.
