Pathway Wealth Solutions
At Pathway Wealth Solutions, we believe that true success comes from comprehensive financial planning. Our team of expert advisors is dedicated to providing you with real solutions and delivering exceptional results. From life cover and medical aid to foreign investment and estate planning, we've got you covered. Get in touch to book a meeting today.
Our Pathway
Pathway Wealth Solutions was formed out of a desire to offer truly client-centered financial advice. After working in the industry for many years, our founders were tired of being incentivized to 'sell' and overwhelmed by unnecessary red tape.
Now they choose to focus on service over sales and on building personal relationships. Each of our advisors is an expert and each of our clients are a priority
Our Aproach
At Pathway, we offer bespoke solutions to your unique financial problems. We're able to do this because, as a member of the Fairbairn Consult Group, we're licensed to all of South Africa's main financial services providers. We're also able to treat you like more than just a number because we have a team of staff to whom you matter.
As a Pathway client, you can expect transparency, simplicity and partnership. We'll guide you to map out your financial goals and give you clear steps to making them a reality.
What we offer
Some of our holistic financial planning services include:
Daily Needs
Medical Aid
Gap Cover
Debt Restructuring
Short-term Insurance
Contingency Planning
Disability
Life
Illness
Funeral
Business Services
Key Person Cover
Tailored Business Insurance
Buy and Sell Agreements
Coporate Benefits
Legacy Planning
Estate Planning
Wills
Trusts
Fiduciary Services
Wealth Planning
Investments
Unit Trusts
Offshore Investments
Alternative Assets
Post-retirement Planning