Joel Cleary

At 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.

Joel has over 15 years experience working as a financial adviser, in a combination of roles with a wide variety of clients both in Melbourne and Perth.

He is passionate about helping people achieve their goals and removing complexity when discussing financial matters. His broad experience includes helping people with their superannuation and investment options, giving advice in the personal insurance space, self managed super funds, planning towards retirement needs, personal and business succession/estate planning needs and advising SMEs and Not-for-profit organisations.

In his personal time, Joel can often be found supporting his beloved Collingwood Magpies. He likes to keep fit doing F45 classes, running marathons and enjoys being out in nature, whether it be enjoying the sunshine along the Bay or trying out new restaurants.