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In Retirement 

Clients

At Pathway Financial Management we help retirees maximise their life in their golden years. Understanding your options and reviewing regularly are a key step in Financial Planning in later life. A clear plan creates freedom for you to enjoy your well-earned retirement.

Your Financial Path, our Guidance… Find out more details below.

Pension Review

At Pathway Financial Management, we guide you through regular pension reviews to ensure your retirement plan remains aligned with your goals. Our step-by-step approach helps you understand your pension’s performance and make necessary adjustments. Regular reviews with our expert advisors ensure you stay on the right path to a secure and comfortable retirement. Find out more

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ARF Review

An Approved Retirement Fund (ARF) review is essential to ensure your retirement income strategy remains effective and aligned with your financial goals. At Pathway Financial Management, we guide you through a detailed review process, assessing the performance of your ARF and making necessary adjustments to optimize returns. We help you understand the impact of market changes, withdrawal rates, and investment choices on your ARF. Regular reviews with our expert advisors ensure your ARF continues to meet your evolving financial needs, providing you with peace of mind and financial stability throughout your retirement. Find out more

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Tax and Estate Planning

Effective tax and estate planning can significantly enhance your financial well-being and ensure your legacy is preserved. At Pathway Financial Management, we guide you through the complexities of tax regulations and estate planning strategies. Our professional advice helps you minimize tax liabilities, maximize your wealth, and ensure your assets are distributed according to your wishes. We assist with setting up trusts, drafting wills, and planning for potential inheritance tax. By taking proactive steps with our expert guidance, you can protect your estate and provide for your loved ones, securing your financial legacy. Find out more

In Retirement Options

Exploring your options in retirement can be overwhelming, but we’re here to guide you every step of the way. From managing your income to exploring new investment opportunities, we provide clear, professional advice tailored to your needs. Regular consultations with Pathway Financial Management ensure you make the most of your retirement years. Find out more

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