Pathways Financial Planning

Categories: Financial Services
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About Pathways Financial Planning
While retirement can be a wonderful and exciting time for most, it can also be difficult to navigate financially and to know who to turn to.

Pathways Financial Planning SA aims to remove the stress and confusion, by simplifying your financial situation to make it understandable and manageable for you over the long term.

We can help you to plan your retirement and work through superannuation and income strategies. Where relevant, we can ensure that you maximise your retirement income by assisting with complex Centrelink Pension entitlements.

Pathways also works with small business owners and salaried employees to reduce their tax liability, manage their debt, and ensure their earnings are adequately protected.

Rural clients can also benefit from our expertise. We can help those on the land put in place wealth protection strategies, through tailored personal risk insurance plans. We also advise on retirement strategies for farmers, including strategies for the use of proceeds from farm sales.

No matter what your stage of life, whether your priority is to save and accumulate wealth, transition from work to retirement, or to manage the cost of aged care for a parent or family member, Pathways can help.

Tags

Retirement planning Succession Planning Superannuation strategies Wealth creation Non-super investments Personal protection Wealth protection Complex Centrelink Estate planning Aged Care Budgeting cashflow Income tax strategies Debt reduction Child insurance Education funding Insurance claims Hourly rate services

Get in touch

9 Riverview Dr
Berri
South Australia, 5343

Opening hours

Thursday 8:30am–5pm Friday 8:30am–5pm Saturday Closed Sunday Closed Monday 8:30am–5pm Tuesday 8:30am–5pm Wednesday 8:30am–5pm