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.
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