There’s a stubborn myth in Australian households that goes like this: life insurance is for the breadwinner. The partner who brings home the salary gets
If you’ve spent any time researching how to invest on the ASX, you’ve run into two acronyms that look almost identical on the surface: LICs
Round up your morning coffee to the nearest dollar, invest the spare change, and watch it grow into a fortune. That’s the promise of micro-investing
“Roll all your super into one account and save thousands in fees.” It’s one of the most repeated pieces of financial advice in Australia —
Here’s a fact that surprises most Australians: your superannuation is not automatically part of your estate, and it doesn’t pass under your will. When you
There aren’t many places in the financial system where the government simply hands you money for saving. The superannuation co-contribution is one of them. If
Two people retire with the exact same amount of money, invested in the exact same way, drawing the same income. One runs out of money
For most retirees, the family home is both the largest asset and the one Centrelink ignores — it’s exempt from the Age Pension assets test.
For retirees who own their home outright, housing is largely a solved problem. For the growing number of Australians who rent in retirement, it’s often
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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