We partner with our clients to create a roadmap for their financial future.

Whether you need more direction to help you achieve your retirement dreams, or you have more specific financial concerns, Pathways Financial Planning SA can tailor a package to fit your needs.

We work closely with our clients to set achievable financial goals, then can continue to monitor and review their progress.

We offer services in the following areas:

Retirement planning

Our goal is to empower our clients to prepare for a fulfilling retirement through sound financial decisions. Secure your future today, to achieve your long term lifestyle choices

Succession planning

Unlock the future of your farm or business. Providing comprehensive succession planning resources can facilitate smooth transitions and continued prosperity

Superannuation strategies

Superannuation strategies involve optimising retirement savings through contributions, investment choices, tax advantages, and effective asset allocation

Wealth creation and non-super investments

Wealth creation involves smart investment choices to grow financial assets. Access to non-superannuation investments for building long-term prosperity

Personal and wealth protection

Secure your family’s financial future and safeguard your assets. Explore personal and wealth protection strategies

Complex Centrelink Pension entitlements

We have a detailed knowledge of the Centrelink system which helps our clients unlock retirement income entitlements. We simplify the Centrelink pension process, and enable clients to maximise their eligibility

Estate planning

We can work with your Estate Planning legal specialist to secure your legacy with expert estate planning strategies. We can provide comprehensive guidance for preserving and distributing financial assets according to your wishes

Aged care

Aged care funding advice helps individuals navigate financial options and resources available to support and fund their long-term care needs

Budgeting and cashflow

Master your finances with precision. We provide expert budgeting and cashflow services for effective money management and financial growth

Income/Tax effective strategies

Where appropriate, we explore effective income and tax strategies for financial efficiency, cashflow, and wealth preservation

Debt reduction

Debt reduction advice offers guidance on effective strategies and techniques to pay off debts and regain financial stability

Child insurance and education funding

Providing guidance on child insurance and education funding, helping parents select appropriate policies and develop savings strategies

Insurance claims

Assist clients in navigating the insurance claim process, ensuring proper documentation, submission, and maximising the chances of successful claims

Hourly rate services

Hourly rate services are available for non-personalised financial tasks like document preparation, or general financial guidance