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About BrightPath Financial Planning
Pip has been a financial planner for 20 years. She loves to get to know her clients and provide a very personal level of advice that can only be achieved by building a relationship with them. Pip loves her life in Orange and has a husband Richard and three children. She has really enjoyed being involved in community activities for the children and now is loving being able to branch out into broader community activities and particular enjoys her work with Hot Meals Outreach in Orange. Pip has a Bachelor of Economic, a Diploma of Financial Planning and is a Certified Financial Planner. Ben has been a financial planner for over 15 years. Ben's focus is to build a relationship with his clients and develop the confidence that taking control of your finances provides Ben was born in Orange and while he moved away to Sydney for a few years after university came home and loves the region. He has been involved in many local community activities and has especially enjoyed being involved in coaching junior sport. Ben has a Bachelor of Business (Finance), Advanced Diploma of Financial Planning and is a Certified Financial Planner.
Services
Cashflow and Budgeting
Superannuation
Defined Benefit Superannuation Funds
Retirement Income Streams
Investments and Risk
Estate Planning
Centrelink
Aged Care
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Ways to Pay
Cash
EFT
Eftpos
Mastercard
Visa
Licences
AFSL 534041
Frequently Asked Questions
How do I get started with BrightPath Financial Planning?
To get started, you can reach out to us through our website or contact our office directly. We will schedule an initial consultation to discuss your financial needs and determine how we can assist you in achieving your goals.
Will my information be kept confidential?
Absolutely. We prioritize the confidentiality and security of our clients' information. We adhere to strict privacy policies and maintain the highest standards of data protection.
BrightPath Financial Planning