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At Bright Path Capital, we develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation, often called super, is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Super is a tax effective environment for your money. Both you and your employer can deposit money into your account. Your money will attract investment earnings, and when you reach your ‘preservation age’, you are able to start drawing on these funds.

Your employer must pay a proportion of your salary into a super fund. This is called the Superannuation Guarantee and it will be increased by 0.5% each year until it reaches 12% in 2025.

Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.

An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family.

Having the right insurances in place can help protect your family and your income if the unexpected occurs.

Investing outside of super is a powerful way to build wealth with greater flexibility and control. It includes strategies like building a property or share portfolio, investing for your children’s future, or unlocking equity in your home to fund new opportunities.

Unlike super, these investments aren’t locked away. You can access capital sooner, tailor your portfolio to your goals, and structure ownership for tax efficiency. With the right advice, you can turn idle assets into active growth and create income streams that support your lifestyle now and in the future.

We help you make smart, strategic decisions, so your money works harder, sooner

Retirement means different things to different people. For some, traveling around in Australia in a caravan is a life-long dream but for others flying at the pointy end of the plane and staying in 5-star hotels around the world is more how they see life after work. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals.

We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important.

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will, estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

Tax minimisation strategies help you keep more of what you earn by structuring your finances efficiently. With the right setup, you can reduce unnecessary tax, protect your assets, and reinvest savings into future growth.

This might include using family trusts, investment companies, or splitting income across entities. You can also claim deductions, manage capital gains, and time your investments to maximise tax benefits. These strategies are especially powerful when tailored to your goals and reviewed regularly.

We help you build smart, compliant structures that reduce your tax burden and accelerate your path to financial freedom

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In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.