27+ Years of Experience

Our senior financial planners hold Certified Financial Planner™ (CFP®) qualifications and have over 27 years of experience in the field.

Financial Experts

With our dedicated team of Certified Financial Planner™ professionals and legal experts, we deliver tailored retirement planning solutions for clients in Melbourne.

Our Specialty

We specialise in retirement planning and Self Managed Super Fund (SMSF) consulting, guiding Melbourne clients through the complexities of retirement savings and ensuring effective regulatory compliance.

We like to keep things simple in an ever changing world.

Our wonderful clients come to us for:

Personalised Financial Solutions
Client Centric Philosophy
Proactive Risk Management
Education & Empowerment
Ethical Practices

A Word From Our Clients

Rhys, Radz and Joel. Honest and trustworthy. This is what you need from the people dealing with all your money. They are honest and trustworthy. Could not be happier with the services they have given me. Not to mention that they are great lads. That helps too. Keep up the great work boys.

Jordan Partridge,

Client

I recently had the pleasure of working with Joel Cleary and Radz Je from Forward Path Advisory for my SMSF and retirement planning needs. Their exceptional service and extensive knowledge in high end SMSF advice truly stood out. The entire end to end process was smooth and seamless, leaving me confident and well informed about my financial future. I highly recommend Joel and Radz to anyone seeking top tier advice on SMSF and retirement planning. Their professionalism and expertise are unparalleled.

Lauren Hofer,

Client

I wholeheartedly recommend Radz, Joel, and the entire team at Forward Path Advisory! Their expertise has been instrumental in securing a better financial future for my family. They have provided invaluable assistance in managing my superannuation, optimizing my insurance coverage, and making more informed financial decisions. If you have any uncertainties about your finances, I strongly suggest reaching out to Radz and the team to schedule a meeting.

Adam Wilding,

Client

Radz and Joel are great. I particularly like the fact that they didn't push products on me - I could tell that they had my best interests in mind at a number of critical points. Very down to earth and I could tell we share similar values. Highly recommend and will continue to use in the future as well as recommending to my own family/friends/colleagues.

Daniel Kelly,

Client

Retirement

Reach your full potential with our expert teams

Navigating retirement can be complex. With increasing life expectancies and living costs, managing your retirement income is crucial. Let our Melbourne based financial planners assist you in planning ahead.

View More
SMSF

We can help provide advice on Self Managed Super Funds

Seeking flexibility and control over your superannuation, both now and into retirement? Join over 1 million Australians who have chosen to invest through a Self Managed Super Fund (SMSF). An SMSF offers greater control over your investment choices and flexibility in retirement planning. Take charge of your financial future today.

View More
Legal Advice

We help assist our clients with obtaining legal advice.

Whether you require assistance with fundamental legal services such as drafting wills, establishing powers of attorney, and creating estate planning documents or need support with more intricate legal matters, we can connect you with specialist practitioners to address your specific needs.

View More
Business Succession Planning

We assist our clients with obtaining the right business succession solutions.

We ensure a smooth transition when the time comes to pass on ownership or control of your business.

View More

Our 6 Step Journey Guide

Planning your ideal retirement starts here. This guide offers clear steps to help you make informed decisions, align with your financial goals, and secure the future you deserve. Start today to create the retirement lifestyle you’ve always imagined.



    Click here to download PDF

    Meet our team of experts

    At Forward Path Advisory, our team comprises seasoned professionals dedicated to guiding you towards financial success. With extensive experience in financial planning, investment advice, and wealth management, we offer personalised strategies tailored to your unique goals. Our commitment to excellence ensures that you receive comprehensive and trustworthy advice, empowering you to make informed decisions for a secure financial future. Meet our team and discover how we can assist you on your financial journey.

    Get to know the team

    Get in touch

    We’d love to hear from you! Fill out the form below, and we’ll get back to you shortly.