We will work with you to make GREAT things happen

 

Why we do it?


We're often asked why we've taken such a different approach to money management, and it's a great question.
Firstly, our mission is: To challenge, inspire, and educate Australians to better understand how to manage their money so they can live a life full of rich experiences.

Our values

At the core of everything we do lie these fundamental values:
1. Listen: It all starts with you, so we really listen ensuring we intimately understand your history, fears, challenges, and goals.


2. Educate: Across all aspects of our service, we empower you with education. Together, we'll challenge, learn, evolve, and take action to achieve your goals.


3. Passion: We deliver unrivalled passion because we really care. Taking pride in our work, we deliver you the best possible experience and not just at the start, but for the life of your loan.


4. Accountability: Not only do we care about your experience, we care about your outcome. We make informed decisions to get you where you want to go, delivering on our promises each and every time.


Why choose us
Ultimately, working with FinancePath is a two-way street. Make no mistake: we'll ask you lots of questions (and then some!), challenge your thoughts, dive down deep into your money history and goals, and follow you up regularly to ensure you're fulfilling your end of the bargain.


If you want to continue on your merry way with a 'C'est la vie' approach and your head stuck firmly in the sands of money denial, we're definitely not the guys for you. If however, you're ready for a different approach to money management one that is proactive, empowering, educational, supportive, and firmly focused on achieving your unique life goals you're in the right place.


But, don't take our word for it. Hear it straight from the mouths of our happy clients:


"I trust the team at FinancePath in giving me the right advice. The face-to-face interaction means that a relationship is built up over time with someone who is familiar with your personal situation."
"Have been happy with the service whenever called upon."
"Great customer service from start to finish."
"The most thorough and easiest to deal with, which made a massive and scary decision seem right the whole way through."
"We were very happy with the service as it took the stress out of the equation and the home buying process was a breeze."
"Our finances are under control with regular checkups to ensure we are still on track."
"So much more than dealing with a bank, there is no comparison really. The service is great."
"More often than not, banks will only look at your income / family configuration. FinancePath recognised the budget for lifestyle which for most people is incredibly important."
"Love dealing with a small experienced team rather than a large financial institution."
"Excellent advice and forward planning."

 

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