Our Clients

Our clients although varied, all have a similar goal – financial security for themselves and their families now and in the future.

You may be under 30 and

  • Establishing your career or business
  • Maybe saving for your first home

Having reached your 30's and possibly early 40's

  • You have established your career or your business and are looking for your next step
  • Possibly purchased your first home
  • Maybe planning a family – will it be private or public education?

Late 40's and early 50's

  • You have managed to educate the children
  • Possibly paid off the mortgage and have some excess cash and are starting to think about the next phase of your life
  • Possibly unsure if what you are doing now is going to get you to where you want to be. You may need to think about the strategies available to you. Will they assist you meeting your goals?

In your 50's and early 60's

  • How much super do we need?
  • What does it cost to retire?
  • How much income do I need in retirement?
  • Are we on track?

Retirees You're not sure:

  • If you're doing the right thing with your retirement funds
  • If you have enough for retirement
  • How long you can afford to live the life you're used to.

No matter what lifestyle stage you are at, Pathway2 can help you establish your lifestyle goals and align a strategy to achieve them. The strategy might address your income and expenditure, taxation, cash flow, mortgage repayment, savings, budgeting, superannuation, salary packaging, personal insurances and estate planning issues.

With regular review, your strategy is adjusted to suit your changing circumstances and to ensure that you remain on the right Pathway2 achieving your goals and long term financial security. At critical stages in life, such as before retirement or following retirement, making the right decisions can make all the difference to your lifestyle.

Start now, lifestyle financial planning can make all the difference to your long-term financial security and provide you with a clear view of the next 20 years and beyond. You will have a direction and focus to ensure that you stay on the Pathway2 achieving financial security and give you peace of mind.