Pathway To Wealth
Pathway To Wealth is a focussed, structured, and long-term (12-15 years approximately) financial goals program.
Pathway To Wealth
Pathway To Wealth is a focussed, structured, and long-term (12-15 years approximately) financial goals program.
Proven Step by Step Strategy For Building Wealth
The majority of people rank financial success as one of their top three goals or values, along with health and family.
But here’s the contradiction – 90% of people fail to achieve even modest wealth*
Pathway to Wealth™ will take you through proven step by step strategies for building your wealth.
What is Pathway to Wealth?
It is a focussed, structured, and long-term (12-15 years approximately) financial goals program. It helps investors who may have had some previous investment success within property, Super or other assets, but are now wondering “what to do next?” to build wealth with retirement approaching over the horizon.
Pathway to Wealth™ is a solution-driven financial planning concept bringing together:
- Property
- Superannuation
- Salary Packaging
- Shares
- Tax Planning
- Insurance
- Debt Management
- Estate Planning
Learn about the Pathway to Wealth Program
Typically a participant in our Pathway to Wealth program is aiming to achieve financial success with the accumulation of an additional $1,000,000+ of investable assets over approximately 15 years.
Assisted by financial and personal data that you’ll provide prior, we will take you through the Pathway to Wealth calculator.
This calculator is personalised for your budget, timeframe, and comfort levels. In addition, we will conduct a Risk profiling assessment and ensure that all your relevant questions and concerns are addressed. We will then discuss the timing of delivery of the Executive Summary and/or Statement of Advice in the following weeks.
- Initial 20 min catch up meeting, post-investment implementation to ensure you have access to log-ins, etc and understand the next steps;
- Regular investment review meeting;
- Access to our Wealth Portal to manage all of your finances at home and on the go;
- Annual Goal measurement and data collection update;
- Availability to advisers/support staff via email, phone, text for general or specific queries relating to existing or potential services at no additional cost;
- Regular newsletter and other social media contact from P3 Financial Planning.
Book a Free Initial Consultation
Assisted by financial and personal data that you’ll provide prior, we will take you through the Pathway to Wealth calculator.
This calculator is personalised for your budget, timeframe, and comfort levels.
