Why Use Us?

The LifePath financial advisers difference

We’ve learned from the best

Our founding LifePath advisers were formerly part of the Whittaker Macnaught Group, Queensland’s most trusted name in financial advice.  Under the guidance of industry giants Noel Whittaker and Cheryl Macnaught, we’ve learnt everything we know from the best.

This experience and knowledge is now reflected in everything we do – from our quality service offering to the strategic solutions we provide our clients.   We were taught by the best and are now determined to BE the best.  See our brand promise for further details on our commitment to delivering best practice financial services and advice.

We focus on solutions-based outcomes

We work with our clients to establish their vision, explore their goals and challenges and tailor make a plan focused on solutions-based outcomes.

We won’t offer a cookie cut financial plan.  Instead, each and every one of our clients can rest easy knowing that their financial action plan provides a researched, collaborative, solutions based strategy designed to specifically meeting their objectives.

We don’t tell you – We empower you

Financial advisers generally tell clients what they need to do and the steps to take.  At LifePath, our aim is to empower you with the knowledge you need to secure your financial future – long after our advice is given.

We help our clients to put that knowledge in to action and are committed to explaining our research and recommendations and providing information sessions and learning resources for our clients.

See our Resources page for more information.

Enjoy peace of mind

Our clients can rest easy knowing that our success within the industry is proven, our advice can be trusted and that their tailored financial plans can be confidently actioned.

We are also proud of our quality customer service offering and brand promise which ensures that each and every time a client deals with a LifePath representative, it will be a positive, personalised and beneficial experience.

We’re available for you

We pride ourselves on our personalised approach.  Our clients deal directly with their chosen financial adviser, who is completely dedicated to their financial well-being.

What our clients say about LifePath

We offer an initial complimentary and obligation free session for all new clients so book now to find out how a LifePath Financial Planning adviser can help you achieve your financial goals.

We also offer flexible meeting solutions for our busy and remote client base via one-on-one consultations, Skype meetings, webinars and scheduled information sessions.

Book your complimentary session now

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
EMAIL:         info@lifepathfp.com.au
POSTAL:     PO Box 6591,
                      Upper Mt Gravatt QLD 4122
ADDRESS:   4/46 Mt Gravatt Capalaba Rd,
                      Upper Mt Gravatt QLD 4122

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