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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.

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

What Our Happy Clients Say

You can be our next success story!

Jeremy W.

I couldn’t be more impressed with the service and expertise provided by Harry. From our first meeting, they took the time to understand my financial goals and created a personalized plan that made me feel confident and in control of my future. He explained everything clearly, answered all my questions with patience, and provided valuable insights I hadn’t considered before. Whether it’s investments, retirement planning, or budgeting, I feel like I’m in great hands. Financial planning and advising has been made easy and straight forward with Harry being so open, transparent and honest about my situation itself. I truly appreciate his professionalism, transparency, and genuine care for my financial well-being. Highly recommend to anyone looking for trustworthy and knowledgeable financial guidance!
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David T.

We have been dealing with Harry for several years now. He has always been very thorough & professional with the advice he has provided us & we look forward to working with him in the years ahead. An absolute pleasure to deal with.
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Julie G.

Harry is extremely thorough with his preparation and offers great financial advice.
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Grantly A.

Thanks Harry. Your advice is always sound, and has made financial sense. Wouldn't trust anyone else.
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Trudi V.

Harry has been our financial adviser for a number of years. He has made our transition to retirement seamless and our super has grown substantially due to his recommendations. It is a comfort to have someone with Harry's knowledge to guide us in making sound decisions.
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Marie H.

We have known Harry Hagias for several years as he was our financial advisor at NAB. He was always informative regarding our finances and investments. As we trusted him implicitly, when he moved on from the bank, we followed him. We find him approachable and trustworthy. Consequently we are more than happy with his services and advice.
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Pete H.

Harry is the experienced professional you should seek to manage your investments and your future financial aspirations. Harry has the industry knowledge to set out all the options in a calm, honest and plain language manner that provides investment confidence. We consider Harry an authentic expert and value his insights, integrity and the personal attention to our discussions. Money Path is highly recommended and should be your financial investment first choice.
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Michael C.

Harry has been looking after my wife and my financial affairs for many years. He is a consummate professional and has assisted our super growth in since rolling it over after retirement.
He is thorough and fees are very competitive. He regularly organises meetings with us at our residence which we find much easier than heading into town.
I can ,with hand on heart ,thoroughly recommend Harry to anyone looking for a long term professional financial planner .
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Michael S.

I am totally at ease with Harry Hagias as my Senior Financial Advisor. He explains everything at a level that sits comfortably with me. His recommendations and reasons for adjustments to my portfolio are walked through in an absolute transparent manner in my Record of Advice that I take away with me at the end of the day. It's so reassuring to know that my goals and objectives are being achieved and met with what I must say is a very modest annual advice fee to match.
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Our Expertise

We're not your usual financial advisors

We tailor our strategies to each client, recognising that every client is unique.

Financial Advice & Planning

Forget living paycheck to paycheck. Start building long-term wealth today.

Cashflow and Debt Management

Manage your cashflow better so you never run out for the things that matter most to you.

Superannuation

Get more out of the money you’re putting away for your retirement starting today.

Investment Advice and Structure

Make your hard-earned money work for you and your family so you can achieve true financial freedom.

Taxation Strategy

Learn how you can legally reduce the amount of taxes you pay annually.

Life Insurance Advice

Getting insured is one thing. Choosing the right coverage is another. We’ll guide you through both with expert advice.

Wealth Protection

Building wealth is one thing. Keeping it is a whole different story. We’ll show you how to do both.

Retiree Financial Planning

Earning a retirement is one thing. Making it last is another. We’ll help you do both with smart financial planning.

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.

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