Pathway Financial Advisors, based on the Gold Coast, Queensland, specializes in providing comprehensive retirement plans to help clients maximize their savings, minimize taxes, and optimize Centrelink entitlements. They also offer detailed financial advice tailored to aged care funding, reducing the stress associated with transitioning into residential care. With a focus on assisting clients in managing the shift from work to retirement, the team at Pathway Financial Advisors aims to boost retirement savings, minimize taxes, and mitigate the impact on income, ensuring a secure financial future.
Established by Kris and Leonie, Pathway Financial Advisors is dedicated to offering affordable, trustworthy, and ethical financial advice to seniors and their families. The company’s compassionate and family-centered approach, coupled with a data-driven and professional ethos, aims to empower clients by simplifying the complexities of retirement and aged care planning. Through personalized strategies and expert guidance, Kris, Leonie, and their team strive to provide a stress-free experience, helping clients achieve financial security and peace of mind for a fulfilling retirement and aged care journey.
With a strong emphasis on inclusivity and accessibility, Pathway Financial Advisors is committed to providing interactive and inclusive financial advice to clients from diverse backgrounds. The team, led by Kris Jenkins and supported by Leonie Jenkins, leverages their extensive experience in financial planning and the aged care sector to deliver tailored solutions that cater to the unique needs of each individual. By fostering a network of trustworthy professionals and acknowledging the Traditional Owners of Country throughout Australia, Pathway Financial Advisors aims to make a positive impact on the lives of all clients, regardless of their background or circumstances.