Here's what some of our Licenced Pathway to Wealth Advisers have to say about the program

After more than 10 years our business needed a boost, particularly after two years of GFC. Pathway to Wealth has provided us with just that: renewed enthusiasm and an opportunity to target a new type of client who we previously had ignored.

By focusing on those clients who have not yet achieved financial independence, but want to, we have been able to generate a steady stream of referrals from our accountants who for a period of time had found identifying and referring new clients difficult.

The underlying philosophy of the program has also had benefits beyond just the clients we have put through Pathway. Becoming involved with Pathway to Wealth has proved to be just what we needed.
Paul Wright, Partner, O'Donnell Hennessy & Co

Maclean Partners and our financial planning division M Financial Services have adopted Pathway to Wealth as part of our practice model to build financial planning business from within our large number of 'accumulator' clients. We are excited abut the initial acceptance by clients of the processes that form part of Pathway.

Rob has been excellent with his assistance in the roll out of the system and the background features and material is very comprehensive. We look forward to what we can achieve with Pathway as we head towards a Fee for Service environment.

Ross Maclean, Partner, M Financial Services and Maclean Partners

The Pathway to Wealth program brings together a number of sound strategies for the wealth accumulator market. The point of sale client engagement tool is a valuable addition for any planner looking to succeed in this largely untapped demographic – it's simple to use, simple to understand, and greatly improves the rate of conversion thanks to it's design which helps develop rapport and demonstrates projected wealth.

The support from the Pathway Team is just as important and completes the picture – from the training and ongoing coaching from Rob and his team, the marketing material from flyers to seminar presentations to the client engagement tools, the detailed step-by-step workflow processes and templates, and the interaction and swapping of ideas among all the Pathway advisers – all contribute towards an enhanced solution for your clients.

I've so far experienced great results with the Pathway program and look forward to it's continued success within our practice.