Building Company Insolvencies in Australia (May 2023 to May 2025)
Over the past two years, Australia’s construction industry has experienced a surge in builder bankruptcies and liquidations. This includes both residential home builders and comm
Our senior Financial Advisors in Melbourne hold Certified Financial Planner™ (CFP®) qualifications and bring over 27 years of experience to the table.
With our dedicated team of certified financial planners and legal experts, we provide tailored financial advice and retirement planning solutions for clients in Melbourne.
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.
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.
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.
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.
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.
Client
Navigating retirement can be complex. With increasing life expectancies and living costs, managing your retirement income is crucial. Let our Melbourne based financial advisors assist you in planning ahead.
View MoreSeeking 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 MoreWhether 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 MoreWe ensure a smooth transition when the time comes to pass on ownership or control of your business.
View MoreAt Forward Path Advisory, our financial advice service is designed to provide tailored solutions to meet your unique financial goals, regardless of your life stage. Whether you’re planning for retirement, building wealth, managing investments, or seeking guidance on specific financial decisions, we collaborate closely with you to develop a strategy that aligns with your needs and aspirations.
We begin by understanding your financial situation and objectives, then offer expert guidance in areas such as retirement planning, superannuation management, personal insurance advice, investment strategies, cash flow management, and tax planning. Our personalised approach ensures that every recommendation is based on a comprehensive understanding of your current circumstances and future goals.
We also ensure that your financial plan is flexible enough to adapt to life’s changes, from unexpected expenses to new opportunities. Whether you’re looking to optimise your superannuation, protect your assets, or grow your wealth, our team provides clear and actionable advice to keep you on track. We are committed to delivering transparent, easy to understand advice that empowers you to make informed decisions with confidence.
Serving clients in Melbourne and across Australia, we provide ongoing support to help you manage your finances effectively, adjust your plan as needed, and stay on course to achieve financial security.
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.
At Forward Path Advisory, our team comprises of financial advisors 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.
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Over the past two years, Australia’s construction industry has experienced a surge in builder bankruptcies and liquidations. This includes both residential home builders and comm
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If you’re reading this, you’ve already taken one of the most important first steps: thinking seriously about your retirement. Whether you’re 40, 50, or 60, planning ahead
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At Forward Path Advisory, our financial planners provide strategic advice to help you build, protect, and grow your wealth. We specialise in:
We take a holistic and personalised approach to help you make smart financial decisions that align with your goals.
When selecting a financial planner, consider:
Client Testimonials – Read and watch what our clients say about us through Google reviews and video testimonials.
Even if you are confident in managing your finances, a professional financial planner can:
At Forward Path Advisory, we do not offer generic advice—we create custom financial strategies that optimise your wealth.
Our services at Forward Path Advisory include:
The cost of financial planning varies based on the complexity of your financial needs. At Forward Path Advisory, we offer a transparent pricing structure that reflects the level of service and advice required. Our fees are structured to provide ongoing value, ensuring a long-term partnership that supports your financial success.
At Forward Path Advisory, our financial planners bring a strong combination of academic expertise, industry accreditation, and hands-on experience to help clients navigate their financial future.
Joel Cleary – Academic Credentials:
Radz Je – Academic Credentials:
With decades of combined experience, our advisers specialise in financial planning, wealth management, retirement strategies, and SMSF advice, ensuring clients receive expert, compliant, and tailored financial solutions.
We start by understanding your aspirations—whether that is retirement security, wealth accumulation, tax efficiency, or investment growth. Our process includes:
At Forward Path Advisory, we believe in financial empowerment—helping you take control of your wealth with confidence and clarity.