News & Insights

At Money Path we provide real financial advice

Book a Meeting

Introduction Choosing whether life insurance belongs inside or outside your super fund puzzles many Aussies. A lot of super funds include some default insurance, and

Introduction Feeling financially secure matters more as you grow older in Australia. Many seniors view life insurance as a safety net for their families if

Introduction Taking on big financial challenges, like paying off a home loan, can bring a lot of peace when a sudden illness or injury stops

Introduction Choosing whether to stash cash in a savings account or get life insurance is a common head-scratcher for many Aussies. Both choices help in

Introduction Older Australians aged 55 and over have a great chance to boost their super by making downsizer contributions. Imagine using the money from selling

Introduction As you get close to retirement, figuring out whether to own or rent your place becomes a pretty big deal. Many see owning a

Introduction There’s a buzz in Australia about folks planning to retire early. Thinking about stepping away from work sooner? Then understanding what this means for

Introduction In Australia, life insurance plays a crucial role for seniors, families, and the youth seeking to safeguard their finances. It’s like wrapping your family

Introduction The Age Pension is really important for older Aussies. It comes from the government as payments every fortnight. This help tries to keep retired

Transform Your Financial Future Today

Partner with MoneyPath for tailored strategies and expert guidance to achieve your financial goals.

What Our Happy Clients Say

You can be our next success story!

Comprehensive financial advice for

Elderly couple sitting outdoors, enjoying a view.

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.

Family holding hands on a beach, enjoying a sunny day.

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.

Two businesspeople shaking hands, signifying a successful partnership or deal.

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.

Person signing a document at a wooden table

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.

Man on phone call in coffee shop, working on laptop

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.