Pathways Financial Planning

Pathways Financial Planning

Let your journey begin...

Contact details

9 Riverview Dr Berri South Australia 5343
08 8582 1428
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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.

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