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  • The festive season brings together families and important decisions
    The festive season brings together families and important decisions

    As we approach the end of another year, many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly older parents. Busy lives and distant homes can make it easy to feel out of touch. But this may be a time when adult children…

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  • Steering through choppy seas
    Steering through choppy seas

    Like it or not, we live in interesting times. More than a decade after the Global Financial Crisis, the global economy is facing fresh headwinds creating uncertainty for policy makers and investors alike. This time around it’s not a debt crisis (although debt levels are extremely high) but geopolitical instability. The ongoing US-China trade war…

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  • Keep your spending under control this summer
    Keep your spending under control this summer

    The summer months can be a time of heavy spending for many Australians, particularly in the lead-up to Christmas. In fact, we spend an average of $573 on presents alone1. For many of us, this puts a major strain on our credit cards. And instead of giving our finances the chance to recover, we continue…

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  • Trent and Brad at the Ekka

    The westerly winds have been and gone and with that came the annual Royal Queensland Show (or, “the Ekka”, as everyone knows it). Both Trent and Brad took their families to the Ekka. This was Trent’s first time with his family but it’s a long tradition for Brad. Brad’s eldest daughter, Emily, is 16 years…

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  • Simpler means-testing forms
    Simpler means-testing forms

    Simplification in aged care rules is always a positive outcome. The government has just released new means-test forms for clients accessing residential or home care services which may make the process much quicker and simpler. The new forms are the outcome of a government taskforce which included a number of organisations, including Jacqui Hayes from…

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  • Deeming rates changes

    It has been four years since the deeming rates changed, but the government has responded announcing a rate cut from July 1, 2019. The lower rate reduces by 0.75 per cent and the upper rate by 0.25 per cent. The new rates announced are: The rates are announced to change effective from July 1, 2019,…

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  • Where is the best place to stash your cash?
    Where is the best place to stash your cash?

    If, like many Australians, you’re looking for ways to put some cash away for a rainy day, a holiday or to earn extra income, the job has just become a bit harder. It’s also become more urgent if you are expecting a handy tax return. In early July, the Reserve Bank cut rates to 1 per…

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  • Brad’s damper recipe
    Brad’s damper recipe

    The last month of autumn is nearly finished and the winter season will be nipping at our noses very soon. This is one of my favourite seasons to go out west and camp in the cold.  Disclaimer: I’m using the word camping very loosely. Most clients would call it ‘glamping’. It’s also a time when…

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  • Healthy ageing through diet and exercise
    Healthy ageing through diet and exercise

    The Australian Government’s Health Direct website recommends a balanced diet for seniors. This includes the normal advice about fruit and vegetables (five portions of vegetables and two portions of fruit a day), wholegrain varieties of bread, pasta and rice, some milk and dairy foods, as well as protein from lean meats, fish (two portions of…

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  • Your EOFY Checklist
    Your EOFY Checklist

    Who doesn’t love the end of the financial year? Okay, so maybe sorting through a shoebox full of receipts isn’t your idea of fun, but don’t worry. With our handy checklist, you can take some of the headache out of tax time. You might even find ways to give your finances a boost. The end…

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  • Your financial future starts now
    Your financial future starts now

    They say every great journey begins with a single step — and yours is just beginning. Here’s how to get on the path to financial freedom at the same time. Every year, thousands of young Australians start one of the biggest journeys of their lives: their careers. And if you’re one of them, you’re probably…

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  • Fitness for life
    Fitness for life

    There are some important exercise guidelines to follow as you head into your 40s, 50s and beyond. And to enjoy the best health benefits, you need to make sure you’re doing fitness right. Once an elite Ironman athlete, Guy Leech is a living example of how to keep your body strong through all stages of…

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  • Planning your aged care needs
    Planning your aged care needs

    The wave of older Australians will continue to grow over the coming decades. As such, we can no longer afford to ignore the issues around aged care with more than one million retirees already accessing aged care services in Australia. Planning ahead can help to demystify aged care and reduce stress levels. With awareness and…

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  • Q&As: Answers to some common financial questions
    Q&As: Answers to some common financial questions

    Here are the answers to some common questions our LifePath advisers have recently been asked. Is your question here, too? Q: I have two employers who are both paying superannuation guarantee contributions. I am worried that these contributions will push me over the $25,000 concessional cap this financial year. Is there anything I can do…

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  • Living independently: A look at in-home care options
    Living independently: A look at in-home care options

    Are you, or is someone you know, in need of aged care services but not quite ready to move into residential care? With a range of government programs and technological solutions available, many retirees are now able to get the support they need in the comfort of their own home.  The decision to move into…

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LifePath Financial Planning

LifePath Financial Planning provides specialist financial advice relating to wealth creation, debt management, investments, insurance, superannuation and retirement planning.

In addition to these services, we are also recognised as an industry leader in the aged care sector.

Contact us

PHONE:     (07) 3219 4670
POSTAL:     PO Box 6591,
                      Upper Mt Gravatt QLD 4122
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