Own Path Financial Planning is a privately owned financial advisory practice that specializes in providing investment advice, portfolio management services, risk insurance, asset protection, and aged care/Centrelink planning. Led by experienced financial planner Andrew Ames, the business is committed to making a positive difference in clients’ lives through careful planning and personalized strategies. Andrew’s passion for financial security stems from witnessing his own parents’ successful retirement planning, driving him to empower others to achieve their financial goals.
With a focus on trust and ethical advice, Own Path Financial Planning prioritizes the interests of its clients above all else. Andrew’s approachable nature and dedication to understanding clients’ objectives ensure that each individual receives tailored financial guidance presented in simple terms. The business prides itself on delivering high-quality service at a reasonable cost, earning strong recommendations from satisfied clients who appreciate Andrew’s attentive customer service and commitment to their long-term financial well-being.
Located in Greensborough, Victoria, Own Path Financial Planning embodies a client-centric philosophy that places a premium on building relationships based on transparency and integrity. Andrew’s expertise as a financial planner since 2006, coupled with his genuine belief in the value of financial advice, underscores the business’s mission to guide and coach clients towards financial security. By offering easy-to-understand options and a comprehensive range of services, Own Path Financial Planning strives to empower individuals and families to navigate their financial journeys with confidence and peace of mind.