Pathway Financial Advisors

Pathway Financial Advisors We offer comprehensive Retirement and Aged Care financial advice and guidance that empowers you to make informed decisions.

We’re a family-owned financial planning practice specialising in aged care advice, helping families understand their options and make confident financial decisions during challenging times. We want to help optimize your Retirement and Aged Care funding structure, reducing the stress you may have about money. Disclaimer: Any content posted on this page or via any links shared is not intended to be

personal financial advice and is factual in nature only. Please get in contact with a registered financial advisor to discuss your circumstances before making any decisions that will affect you financially.

31/03/2026

🚨There have been a couple of important aged care changes recently. From 20 March 2026, key residential aged care fees increased, including the Basic Daily Fee to $66.80 per day, and the maximum Non-Clinical Care Contribution to $107.32 per day. The lifetime cap on the Non-Clinical Care Contribution has now increased to $137,917.01.

In addition, from 1 April 2026, the Maximum Permissible Interest Rate (MPIR) will increase to 7.96% (from 7.65%). This rate is used to calculate daily accommodation payments where a RAD is not paid in full, so it can have a real impact on ongoing aged care costs for new entrants and some accommodation calculations.
If you or a loved one is entering aged care, or you’re unsure how these changes affect your cashflow and fees, contact us — we can help you understand the numbers and your options.

☎️07 56 667 223
💻 [email protected]

Call now to connect with business.

I could not agree more! The amount of conflicted information that families get when moving their loved ones into care is...
12/02/2026

I could not agree more! The amount of conflicted information that families get when moving their loved ones into care is scary - most of the time by people that are not licensed financial planners, and especially not from accredited Aged Care advisers.

With the 1 November 2025 changes, it is especially important now to ensure that you seek advice from an (UP-TO-DATE) Accredited Aged Care adviser, to ensure you're receiving accurate and detailed information.

We support Aged Care Steps suggestions to have Aged Care included in the Corporations Act and overseen by ASIC, ensuring there is a minimum standard for Aged Care professionals to meet before they're able to provide personal financial advice. We also support the suggestion that the government should subsidize aged care related advice and build out education and awareness.

By updating the Adviser Register to include Accredited Aged Care advisers, people will be able to seek out with greater certainty, those who are experienced and able to help them with their Aged Care needs.

If you're seeking Aged Care assistance or financial advice, please reach out to use on 07 56 667 223 or [email protected].

Gaps in the regulation of financial advice are exposing older Australians and their families to “conflicted, inconsistent and inaccurate” advice on aged care from a growing number of unlicensed providers. Assyat David, director of Aged Care Steps, has five recommendations to strengthen consumer ...

A very relevant presentation this week for all you tradies out there! Koren is fantastic at what she does.https://www.fa...
17/04/2025

A very relevant presentation this week for all you tradies out there! Koren is fantastic at what she does.

https://www.facebook.com/61556941554639/posts/122227484120231385/?mibextid=rS40aB7S9Ucbxw6v

Are you tired of doing quality work, only to lose the job to someone cheaper? 😩💸
Don't Be Just Another Price on Paper!

Join me on 📆 Wednesday 23rd April for a practical presentation on how to stand out in a price-driven market—without having to drop your prices.

I’ll show you how to use ServiceM8 features to build trust, highlight your professionalism, and win more work with the clients you actually want.

What to expect:
🔹 Free Networking Lunch 🍽️
🔹 Pimpama Location 📍
🔹 All Trades & Services Welcome 👷‍♂️👩‍🔧

📩 PM me to register—would love to see you at BNI Northstar - Pimpama
Clear Business Solutions

💹We always say, you shouldn't invest based on emotion, whether buying or selling! (this chart shows why!) If you had sol...
10/04/2025

💹We always say, you shouldn't invest based on emotion, whether buying or selling! (this chart shows why!)

If you had sold down shares yesterday, with the market being down around 6% for the week, you would have missed a big rebound today, with the market up 4.65% for the day - one of the biggest single day gains in 5 years.

While we take a very cautious and calculated approach with our client investments, it is a valuable lesson in not panic buying or panic selling investments. The market volatility is far from over yet, however, by having a plan and only make minor changes where necessary, you can weather these sorts of storms - in some cases, having a positive net return, even in negative markets.

If you'd like to discuss investment planning, whether personally or through superannuation, please get in touch!

☎️ 07 56 667 223
🖲 [email protected]
🌎 www.pathwayfa.com.au

05/03/2025

‼️🌀Due to Tropical Cyclone Alfred hitting South-East QLD, we have made the decision to close the office Thursday 6th and Friday 7th of March, with our re-opening to be assessed once the storm has passed.

We apologise about the inconvenience and thank you for your understanding.

Please stay safe.

- Kris & Leonie

Send a message to learn more

‼️🌀~ Cyclone Alfred ~🌀‼️We might not be reachable over the next few days due to the cyclone threatening the SEQ coast. I...
05/03/2025

‼️🌀~ Cyclone Alfred ~🌀‼️

We might not be reachable over the next few days due to the cyclone threatening the SEQ coast. If you have an enquiry, please send an email and we will get back to you as soon as we can. For our local clients, be prepared and stay safe!

Kris & Leonie

👴👵The Aged Care system is changing, and the upcoming Aged Care Act will impact how care is funded and accessed. With new...
21/02/2025

👴👵The Aged Care system is changing, and the upcoming Aged Care Act will impact how care is funded and accessed. With new regulations on the horizon, it’s more important than ever to understand how these changes will affect you or your loved ones financially.

Seeking professional financial advice ensures you're informed and prepared, helping you structure assets efficiently, maximize government support, and avoid unexpected costs. The right strategies can mean the difference between financial security and unnecessary stress.

Don’t wait until changes take effect—start planning now to ensure a smooth transition into care. Our expert team at Pathway Financial Advisors can help you navigate these complexities with confidence.

📞 Contact us today for expert guidance on Aged Care financial planning.

🤶A Christmas delivery from all the members at BNI Northstar - Pimpama  to Arcare Hope Island Aged Care, QLD delivered by...
20/12/2024

🤶A Christmas delivery from all the members at BNI Northstar - Pimpama to Arcare Hope Island Aged Care, QLD delivered by the lovely Leonie Jenkins. The gifts will be shared amongst residents in the Pimpama, Hope Island, Helensvale and Parkwood facilities.

We hope all the residents have a joyful Christmas and new year! 🥳

It was a great opportunity today, being able to present a bit more about what I do and why do it at BNI Northstar - Pimp...
18/12/2024

It was a great opportunity today, being able to present a bit more about what I do and why do it at BNI Northstar - Pimpama. I really enjoy helping families navigate the complexities of aged care and providing better financial outcomes and hopefully everyone was able to learn a bit more about how we can help!

Thanks to the team at BNI Northstar too for digging deep and donating to the chapters charity drive, with gifts going to Arcare Aged Care residents who may not have visitors or gifts this Christmas. A great cause.

17/12/2024

This week we have a Christmas Themed Meeting happening at BNI Northstar.

Our special presentation speaker is Kris Jenkins from Pathway Financial Advisors, please join us Pimpama Tavern Wednesday 18th December 2024 @ 12pm.

"The Importance of Planning Your Elderly Years."

Navigating the Aged Care system can feel overwhelming and confusing, but with the right professionals by your side, you can reduce stress, protect your finances, and make informed choices for yourself or your loved ones. This week, Kris Jenkins of Pathway Financial Advisors will share insights on structuring your accumulated wealth appropriately to reduce cashflow deficits, manage care costs, and secure peace of mind during this critical life stage.



Please click the link to reserve your seat. https://www.eventbrite.com.au/e/pimpama-networking-gold-coast-business-networking-on-the-gold-coast-tickets-743381753837

09/12/2024

Apologies to anyone trying to contact us via the office phone this morning, we have had a power outage in Helensvale. Next update from Energex is 11.30am.

We still have access to our emails, although are working off a far slower connection. We are hoping this issue is rectified as soon as possible.

Address

Helensvale, QLD
4212

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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