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Accountant/Tax Advisor 

Clients

At Pathway Financial Management, we work closely with accountants and tax advisors on a daily basis ensuring their clients receive the right advice and best in class service. We are always open to forming new partnerships and growing together. Find more details below.

Client Focused Service

At Pathway Financial Management, we prioritize a client-first approach, ensuring that every step we take is tailored to meet the unique needs of your clients. Our professional advice is clearly delivered and easy to understand, empowering clients to make informed financial decisions.

Experience and Expertise & Fully Regulated

With over 20 years of combined experience, our team brings extensive expertise to the table. Paul, a Certified Financial Planner (CFP), and Anthony, who holds SIA, RPA, FPRA, and QFA designations, are dedicated to providing top-notch financial advice. We are fully regulated, ensuring the highest standards of professionalism and trust.

Latest Technology & Software (e.g., Cashflow Modelling)

We leverage the latest technology and software, including advanced cashflow modelling tools, to provide accurate and insightful financial guidance. This ensures that your clients receive the most up-to-date and effective financial planning services.

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Holistic Financial Planning

Our holistic financial planning approach covers all aspects of your clients’ financial lives, from retirement planning to investment strategies. We guide them through each step, ensuring a comprehensive and cohesive financial plan that aligns with their goals.

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Partnership Options Available

We are eager to establish partnerships with accountants and tax advisors. By collaborating with us, you can offer your clients enhanced financial services while benefiting from our expertise and client-focused approach. Click here for a brief introductory call

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