Retire on your own terms, with your super finally structured the way a good independent adviser would have set it up years ago.

A self-managed super fund gives some people real control and costs others money for no reason. This short walkthrough shows you which one you would be, before you commit to anything.

Answer these few questions accurately to see if you qualify.

Independent Adelaide practice15+ years across super and retirementRegistered financial adviser #1004138Advising clients nationally by video

Why Money Path

The advice answers to your situation, not to a bank behind the adviser.

Money Path, in specifics

  • Specialty SMSF, superannuation and retirement planning for pre-retirees and self-funded retirees, with investment and estate planning under the same roof.
  • Model Independent. This practice was established outside the banks, so no institution decides which products can be recommended, and every recommendation answers only to your circumstances.
  • Experience 15+ years advising on super and retirement, backed by a Bachelor of Economics and a Graduate Diploma in Global Wealth Management from the University of Adelaide.
  • Approach Every strategy is tailored to your circumstances, goals and stage of life, set out in a transparent Record of Advice rather than a generic template.
  • Footprint Based in Adelaide, advising clients right across Australia by phone and video, with in-person meetings available for those nearby.

In their words

Harry has been our financial adviser for a number of years. He has made our transition to retirement seamless and our super has grown substantially due to his recommendations.
Trudi VRetirement transition client
I couldn't be more impressed with the service and expertise provided by Harry. From our first meeting, they took the time to understand my financial goals and created a personalized plan that made me feel confident and in control of my future.
Jeremy WGoogle review
Harry has been looking after my wife and my financial affairs for many years. He is a consummate professional and has assisted our super growth since rolling it over after retirement.
Michael CRetiree, super rollover client
We have been dealing with Harry for several years now. He has always been very thorough & professional with the advice he has provided us & we look forward to working with him in the years ahead.
David TMulti-year client
Harry is the experienced professional you should seek to manage your investments and your future financial aspirations. Money Path is highly recommended.
Pete HGoogle review