Pathway Advisory Group 12 Helensvale Road, Helensvale, Queensland 4212

Welcome to Pathway Advisory Group, located at 12 Helensvale Road in Helensvale, Australia. As an establishment specializing in finance, we aim to simplify the complex and overwhelming journey of Retirement and Aged Care for our clients.

At Pathway Advisory Group, our main goal is to empower you and your family to make confident financial decisions. We offer personalized financial advice to help you navigate through the intricacies of Retirement and Aged Care planning.

During our free Discovery Call, we will identify your specific needs and gather important details about your current situation. This initial consultation allows us to understand where you are in the Retirement or Aged Care journey and determine if our services can be of assistance.

If we find that personal advice is appropriate for your situation, we will schedule an Assessment Meeting. This deep dive into your financial situation will help us assess how different factors may impact you in the short and long-term. We will identify areas where you could benefit from personalized advice.

Once we have analyzed your situation, we will create recommended strategies tailored to your specific needs. These strategies will be presented to you in our Advice Delivery meeting through a comprehensive Statement of Advice document. During this meeting, we will discuss the benefits of our advice as well as any areas of concern.

Even after implementing our recommendations, we will continue to support you. We will regularly touch base to ensure a smooth transition and address any issues that may have arisen since implementation. Clients who sign up for our ongoing service package will benefit from our ongoing support as well.

At Pathway Advisory Group, we specialize in Retirement and Aged Care Financial Planning. Our expertise and personalized approach will help prepare you for your Retirement or Aged Care journey. Contact us today to speak with an Aged Care financial adviser at 07 56 667 223.

Our Financial Adviser, Kris Jenkins, has been highly rated by advisorratings.com.au. Pathway Advisory Group Pty Ltd is an authorized representative of Bluewater Financial Advisors Pty Ltd, with an Australian Financial Services Licensee number 411 846. Our corporate office is located at MLC Centre, Level 57, 19-29 Martin Place, Sydney NSW 2000.

To learn more about our privacy practices and to access our Financial Services Guide, please visit our website.