Forward Path Advisory

From our very first meeting, Radz and the team made me feel comfortable and genuinely listened to what I wanted to achieve. They took the time to understand my personal circumstances and created a financial plan that was tailored specifically to my needs and retirement goals. They explained every aspect of the strategy in a clear and easy to understand way, giving me confidence in the decisions we were making together. I never felt rushed, and every question I had was answered with patience and care. I now feel much more confident about my financial future, knowing I have a plan that supports the lifestyle I want to enjoy in retirement. I highly recommend Radz and the team to anyone looking for knowledgeable, trustworthy and genuinely caring financial advisers.

Joel has been fantastic to work with and has made the entire financial planning process feel simple and stress free. He takes the time to understand y you, explains everything clearly, and genuinely cares about helping you make the right decisions. His knowledge, professionalism and personal approach really set him apart. I would highly recommend Joel to anyone looking for a trustworthy and dedicated financial advisor.

We have been working with Radz for over three years now and have received excellent feedback from our clients for each and every client we have referred. The service and advice is prompt and on point which is important in the every changing legislative framework, we look forward to continuing to work together for the long term.

Seamless, informative and professional. Thank you Rhys and Joel for the advice you provided. You’re my second advisory experience and by far the best. It’s not often you feel that a service acts on behalf on your best interests.

I had planned on retiring at the age of 65, however, after taking an unexpected voluntary redundancy at 60, I was hopeful, but uncertain, as to whether I had sufficient funds to retire early. Although I consider myself financially literate, my nephew, who works in the finance industry, advised that I talk with a financial planner.. I meet with Radz and Rhys, we discussed goals and risks, and they presented a number of options. The pros and cons were clearly explained and all my questions thoroughly answered. I felt comfortable with the final decision and would highly recommend Forward Path Advisory.

VERY PROFESSIONAL SERVICE, PROMPT IN DELIVERING, EXCELLENT FEEDBACK, COMMUNICATION, PUBLIC RELATIONS. I AM EXTREMELY HAPPY AND PLEASED WITH THE PROFESSIONAL AND PERSONAL SERVICE RECEIVED. VERY EASY AND STRAIGHT FORWARD TO CONTACT AND COMMUNICATE. I WOULD RECOMMEND FORWARD PATH ADVISORY VERY, VERY HIGHLY. Perlin O'Brien.

Recently engaged Forward Path Advisory to provide astute financial advice regarding planning for retirement. Radz was excellent from the get-go. Astute, responsive and always working with integrity. He sensitively listened to my retirement goals and in return provided a comprehensive and tailored retirement plan. I now feel confident regarding my financial future and fulfilling some of my retirement dreams in the near future!