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WHEN it comes to future planning, financial advice should never feel rushed or impersonal, it should be about understanding you — your goals, your needs, and what matters most in your life.
That’s the advice of Pathways Financial Planning SA director and principal financial planner Rashele Debnar.
Rashele has worked in the financial services sector for more than nine years and now runs her own practice, priding herself on offering advice that’s both caring and considered.
Based in Berri, she regularly travels to Yorke Peninsula to meet with clients, face to face, as she takes the time to listen, and then tailors strategies to suit your personal situation.
“Whether it’s planning for retirement, understanding Centrelink entitlements or navigating the complexities of aged-care funding, I am here to help,” Rashele said.
“I believe that good advice starts with a good conversation.
“My focus is always on people — not just products.”
Rashele said many of her clients used the service during major turning points in their life — retirement, downsizing or helping ageing parents.
“Quite often, those same clients refer their adult children in their 40s and 50s, who are looking for guidance on superannuation, insurance, or building long-term wealth,” she said.
“It’s rewarding to support families across generations and help each person make confident financial decisions at every stage of life.
“Financial advice isn’t just about money, it’s about peace of mind, security, and being able to live the life you’ve worked hard for.”
If you’d like to have a chat about your financial goals, Rashele would be happy to meet with you when she is next in the area.
Keep up to date on her travels via the Pathways Financial Planning SA Facebook page.