AFSL No. 247187 ACN No.052 375 916
Finding a way.
Our name is more than a catch-phrase here at Financial Pathfinders. It says everything about us. We take on the complicated cases others avoid. It’s all about digging deep into each scenario to create an optimal strategy from any combination of factors. Complexity is our specialty.
Established in 1999, Financial Pathfinders first launched as a traditional financial planning practice, later specialising in expat financial advice including pre-departure and post-arrival planning, along with tax planning, pension transfers, foreign exchange and wealth management.
Our qualified team of advisers and support staff are adept in the logistics of working with clients in locations across the globe. We regularly tackle complex situations, and are well-seasoned in navigating strategy across jurisdictions. We are known for our thorough, extensive approach for devising an optimal result, drawing on our vast background of diverse case history and expertise.
At home in Perth, Western Australia our advisers are dedicated to the needs of our local, interstate and international clients covering every aspect of personal financial advice and support including superannuation, investments, life insurance, aged-care, and pre and post retirement planning.
Expat financial planning
Whether you are coming or going, there are strategies we can employ to make your moves count.
Insurance
Quality policies, structured correctly, ensure that your finances stay on track, even if you dont.
Superannuation
Horribly complex and wonderfully useful, superannuation is a key component of long-term financial wellbeing.
Retirement planning
A combination of the ‘right assets in the right structures’ provides the best chance to meet, or exceed, your retirement goals.
Estate planning
Without effective estate planning, significant family wealth can be quickly eroded on one’s death. Yet with a little foresight and effort, some of the costs and complexities can be avoided.
Investments
Investment portfolios that are well diversified, highly liquid and tax effective will maximise the probability of a successful investment experience.
Our Advisory Team
-
A creative and solutions driven adviser, Murray has over 20 years experience in financial services in Australia and the UK. Joining Financial Pathfinders in 2008, Murray specialises in assisting clients with the international aspect of their affairs; from foreign pensions to social security and eveything in between. This focus is complimented with a keen interest in superannuation and tax planning.
-
Andreas joined Financial Pathfinders in 2018 with a diverse financial services background across Austria, Germany and Australia, including funds management. He specialises in clients who are non-resident and retain a connection to Australia. He is also our technical expert for all personal insurance matters.
-
Darrell is the longest serving employee of Financial Pathfinders, having joined in 2007. He now specialises in the technical aspects of Self Managed Super Funds, Centrelink, Aged Care and Estate Planning.
If you think we may be able to help you, please contact us. We would love to hear your story.
We offer an obligation free initial consultation, either in person in our office or via telephone/video call. This consultation provides you with an introduction to us and how we work. It also provides us with an opportunity to understand your needs and determine how we may best serve you. Following this consultation, if you feel that we can assist you, we will prepare a written advice proposal that details the scope of our advice and the associated fees for consideration in your own time.
CONTACT
Company Details
-
Level 4, 55 St Georges Terrace
PERTH, WA, 6000
Ph +61 8 9213 9699
-
Murray Payne
Ph +61 8 9213 9614
murray@finpath.com.auAndreas Aldrian-Moyle
Ph +61 8 9213 9612
andreas@finpath.com.auDarrell Payne
Ph +61 8 9213 9613
darrell@finpath.com.au -
Please email clientservices@finpath.com.au
-