We deliver comprehensive, holistic financial advice tailored to your unique needs. We reject one-size-fits-all solutions, focusing instead on personalized strategies that prioritize your best interests and long-term success. As an independent firm, we’re dedicated to empowering you to achieve your financial goals with clarity and confidence.
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7 customer reviews
Abdul Ahmad
Reviewed on Google Maps
H&H Smash Repairs
Reviewed on Google Maps
Tameem Mohamad
Reviewed on Google Maps
Glenda Jacobs
I was new to accessing financial advice so I did my homework before choosing Mostafa as my advisor. His positive reviews from other clients have turned out to be absolutely justified. Reliable, professional, outstanding communicator and listener - ready to understand the specific needs of even the fussiest client (ie, me)! Not only that, but his advice and diligence have resulted in my funds performing very satisfactorily indeed! Very highly recommended. More...
Azeez Ali
The Straight Path team is the pinnacle of professionalism, great communicators, personalized advice catered towards your best interest as a clients. It was a pleasure to deal with Mostafa, highly recommended. More...
Daryl Cox
Began the process of restructuring my Superannuation & Finances with some insecurity & trepidation.I needn’t have worried. Mo & his staff have been so thorough .He explained the processes several times on various occasions to make sure l was fully aware of what was happening with my Finances .Mo even responded whilst overseas when I had some questions to ask.Cannot speak more highly of the service & guidance I have received. More...
Reviewed on Google Maps
Benjamin Capon
We were refinancing our home loan. We used Jenny to secure our first home loan and she worked tirelessly to help us get a mortgage to get us into the marketJenny and her team has worked for us to make this refinance happen in a seamless manner. She secured a good rate for us with a redraw facility that we were very happy with.Anyone who needs a knowledgeable advisor who they can count on we would recommend Jenny and her team - they work day and night for us! More...
Reviewed on Google Maps
What do you love most about your job?
Helping people gain clarity and confidence in their financial decisions. Everyone’s financial journey is different, and I find it incredibly rewarding to guide clients through the complexities of planning, ensuring they have the knowledge and resources to make informed choices. My goal is to empower people, not just with strategies and numbers, but with a deeper understanding of their financial future so they can move forward with peace of mind and a sense of control.
What inspired you to start your own business?
I started my own business because I wanted to provide financial advice that is truly in the best interest of my clients, without the pressure of sales quotas or one-size-fits-all solutions. I saw an opportunity to create a firm that prioritizes education, transparency, and personalized planning, where clients feel confident and empowered in their financial decisions. Owning my own business allows me to build real, lasting relationships with the people I serve and make a meaningful impact in their financial futures.
Why should our clients choose you?
Clients should choose us because we prioritise their best interests above all else. At Straight Path Financial Planning, we take a personalized, education-focused approach, ensuring that every client fully understands their options and feels confident in their financial decisions. As an independent firm, we’re not tied to any products or sales quotas—our only goal is to provide honest, transparent advice tailored to each client’s unique needs. We take the time to build real relationships, offering guidance that evolves with you as your life and financial goals change.
Can you provide your services online or remotely? If so, please add details.
Yes! We provide our services both in-person and remotely to accommodate our clients’ needs. Whether you prefer virtual meetings via video calls or phone consultations, we offer flexible options to ensure you receive the same high-quality financial planning experience from anywhere. Our secure online tools allow for seamless document sharing and collaboration, making it easy to stay on top of your financial plan without the need for in-person visits. No matter where you are, we’re here to help you navigate your financial journey with clarity and confidence.
What changes have you made to keep your customers safe from Covid-19?
The health and safety of our clients have always been a priority. During the height of COVID-19, we adapted by offering fully remote services, including virtual meetings, secure digital document sharing, and electronic signatures. While in-person meetings are now available, we continue to provide remote options for those who prefer them. For clients who visit us in person, we ensure a clean and comfortable environment. Our goal is to remain flexible, so every client feels safe and supported while receiving the financial guidance they need.
Superannuation Advice
Our superannuation advice focuses on optimizing your retirement savings. We guide you in choosing the right strategies to maximize contributions, minimize fees, and boost your superannuation balance for a comfortable retirement.
Personal Insurances
We offer tailored personal insurance solutions, including life, income protection, and health insurance, ensuring you and your family are financially protected against unexpected events and risks.
Investment Advice
With expert investment advice, we help you create a diversified investment portfolio that aligns with your financial goals, risk tolerance, and timeline, allowing you to build wealth effectively.
Retirement Planning
Our retirement planning services are designed to ensure you're financially ready for life after work. We help you set realistic retirement goals, optimize your super, and implement strategies for a financially secure retirement.
Tax Advice
Our tax advice focuses on helping you reduce your tax liabilities while ensuring compliance. We offer strategic planning to maximize deductions, credits, and tax-effective structures, improving your financial outcomes.
Contribution Strategies
We develop tailored contribution strategies to help you boost your superannuation savings, ensuring that you take full advantage of concessional and non-concessional contributions to grow your retirement funds.
Investments for Kids
We offer specialized investment strategies for children, focusing on long-term growth and financial education. By starting early, we help build a solid foundation for your child's future, setting them up for financial independence later in life.
