Greg Newton

Pathway Wealth Solutions Pty Ltd

Gold
21 Yrs Experience
Tuggerah, NSW 2259
Our aim is to show our clients how to overcome the Wealth Paradox and to assist them to maximise their financial potential.   We assist our clients to grow and preserve their wealth and to protect them from the devasting impacts that life may throw their way.   Ask us how we can assist you to do the same.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We provide tailored advice for our clients that is dependant upon their individual situation. Accordingly our fees are tailored to each client to reflect this.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Pathway Wealth Solutions Pty Ltd

Suite 304, Mariners Business Centre, 1 Bryant Drive
Tuggerah, NSW 2259

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Greg's assistance has been great from day 1. He has delivered on everything he said he could do and was great dealing with an ex-employer and insurance company on my behalf. I have no hesitation in recommending Greg's services and can't thank him enough!"

  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been very happy with Greg's services, very professional, explains all details very clearly, and would certainly recommend to family and friends. Phil 2259"

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with the strategies that Greg presented to us. He showed us how a mix of super, shares and property could help us meet our goals over time. It was refreshing that it wasn't all managed funds which is what we got from most advisers we considered."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg showed us a great way to save money on our life insurance and income protection compared to what we were offered by the bank"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg is very knowledgeable when it comes to SMSF's which is what my wife and I were looking to establish. At the same time, he identified the lack of insurance we had in place to ensure we were covered in case of an accident or worse. We would be happy to recommend Greg going forward."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simple effective advice without the BS. Love the SMSF strategies..."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg helped us set-up an SMSF as we were interested in purchasing a property with our super. He also put a comprehensive insurance cover in place to protect us and the family if something bad was to happen to us."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2004

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1999

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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