You’ve come into a significant sum of money. Perhaps it’s an inheritance, a redundancy payout, or the proceeds from selling a property. Now you’re facing
For Australian households in 2026, deciding whether to pay off your mortgage or invest extra cash remains one of the most common personal finance dilemmas.
Portfolio rebalancing is the process of adjusting your investment mix back to your chosen targets after market movements have caused it to drift. While the
One of the most important investment decisions you will make is how to divide your money between different asset classes. The right asset allocation strategy
Getting the right mix of shares and cash in your investment portfolio is one of the most important decisions you’ll make as an Australian investor.
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What our happy clients say
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!read moreread less
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.read moreread less
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.read moreread less
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 .read moreread less
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.read moreread less