Successful retirement strategies
“I am completely satisfied with the service our adviser has provided to us. After 14 years of retirement the strategies that were put in place have seen us through all the market fluctuations.”
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 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.
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.
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.