Pathway Wealth Solutions Pty Ltd
What ever you want out of life, Pathway Wealth Solutions can help you get there. Whether you're looking to start a self-managed super fund to buy a property, wondering what to do with your recent pay rise, starting a family or any of the countless life events that face us all. Pathway Wealth Solutions can assist you to make the right decisions about your finances to help you achieve your lifestyle and retirement goals. We help you work out where you are now, where you want to be and how you are going to get there…with confidence and security
Pathway Wealth Solutions is a boutique financial planning practice located at Tuggerah on the NSW Central Coast. Our primary aim is to help our clients beat the Wealth Paradox and to Win the Game of Money. We work in conjunction with your accountants and other professional advisers (solicitors, property consultants, etc) to provide a comprehensive service to our clients covering their superannuation, investment, legal, accounting and taxation needs. Greg Newton, CFP, B.Comm, SSA CERTIFIED FINANCIAL PLANNER™ & SMSF Accredited Specialist Greg Newton has been in the financial services industry for over 25 years and is the principal of Pathway Wealth Solutions Pty Ltd. He is a CERTIFIED FINANCIAL PLANNER™, the highest designation available in financial planning. He is also Greg also holds a Bachelor of Commerce degree and the Diploma of Financial Planning. He has also attained Accredited Specialist Adviser status with the Self Managed Superannuation Fund Professionals Association of Australia (SPAA) as well as being able to advise on ASX Listed Securities. He specialises in giving advice in the following areas: Self Managed Superannuation Retirement Planning Wealth creation Life insurances Income replacement & trauma insurance Investment and savings plans Succession planning* Estate planning* *Working in conjunction with your accountant and solicitor. Greg is a member of the Financial Planning Association of Australia (FPA) and the SMSF Professional's Association of Australia (SPAA). His Authorised Representative Number issued by ASIC is 255803.
Address: Suite 304, Mariners Business Centre, 1 Bryant Drive PO Box 3623 Tuggerah NSW 2259, Australia
Phone: +61 2 4351 3566
FAX:
