About Wealth Path

We understand you’d rather enjoy your life rather than worry about money. To have enough wealth to found a fulfilling lifestyle and look after you in retirement.

Let us give you that peace of mind. Whether you’re at retirement age, you own a business or are an employee, we’ll tailor a financial plan to achieve your goals and help keep you on track. we take the stress, time and complexity out of financial planning, so you can get back to enjoying life.

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Our Services

Wealth Creation

Receive a plan that is tailored to your financial position, stage of life and goals. We implement it for you and help you stay on target.

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Superannuation

For most of us, super will probably be the largest and most important long-term investment you’ll ever hold. Unfortunately, many people…

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Debt Reduction

When used properly debt can be a very useful tool. There are some strategies that could significantly help your financial situation.

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Why Choose Us

Exceptional Personal Service

Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

Knowledge and Experience

Our Financial Advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important
financial matters.

Ongoing Support

Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

A Holistic Approach

We want to understand exactly what you want to achieve in life and provide you with strategies and techniques to guide you towards your goals.

Keep You On Track

Unlike more passive advisors, we stay in contact to help you stick to your financial plan, adapt to changes and achieve your targets.

Ease and Convenience

Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

Case Studies

Jack & Emelia, 56 years old.

“Without Wealthpath’s advice, we would have run out of liquid assets by the time we were 76 years old”

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Reviews

Latest News

Unlocking financial secrets for different phases of life

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What does a good adviser do?

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Financial planning – more than just advice

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Call Us Today! 07 5444 0675