Financial Advice
Superannuation
Investments
Retirement Planning
Insurance
Aged Care
Every stage of life requires a different focus from you—and brings different financial and lifestyle goals.
What you choose to do at one stage of life impacts what you can expect at another. The financial decisions you make today matter to your future.
Why not make them with the benefit of expert support, strategy and industry experience? Our job as financial advisers is to provide you with a personalised roadmap to reach your financial and lifestyle goals—and reassurance that you’re on the right track.
Because life is better without a cloud of financial uncertainty hanging over you. Feeling confident in your financial decisions is worth its weight in gold for the peace of mind it provides.
LifePath’s financial advice can help you stay on course financially at every stage of your life
Which goals are most pressing for you?
- Grow your wealth. Manage debt
- Pursue your Super + savings goals
- Invest an inheritance wisely
- Invest in insurance to protect your family and income
- Minimise taxation.
- Maximise Centrelink.
- Create a robust financial plan to fund retirement.
- Stop worrying about running out of money in retirement.
- Downsize your property
- Home Care
- Enter a Retirement Village
- Enter Aged Care
- Estate planning
Founded in 2013, LifePath has grown into an expert team of financial advisers with multiple offices across Brisbane.
Our founding advisers were formerly part of the esteemed Whittaker Macnaught Group, with a proven track record in their field.
We’re proud to share that we grow our business from repeat clients and referrals—so, clients working with us long-term and recommending us to their friends and family.
We believe that is a testament to our fantastic team, our quality service offering, the strategic solutions and results we provide, and the collaborative, warm way in which we engage with our clients. Often in the face of complex financial choices or challenging circumstances.
What LifePath Clients Say About Our Financial Planning and Advisory Services
- Michael Andrews
We sought advice from James prior to selling our home and moving into a retirement lifestyle village. He was able to help structure our investments to achieve the best possible... read more
Michael WilliamsI have been greatly assisted by Trent a number of times over the recent past in relation to Aged Care placement issues and also for my own financial planning. I... read more
Paul JohnstonOnce again throughout the year James has been there for us, to deal with any complicated Centerlink issues and reassure us that my mother's finances are on track as projected... read more
- Angela Roberts
Having Trent Allen of LifePath Financial Planning helping my partner and myself navigate our way through managing our finances takes a lot of the stress and worry out of getting... read more
robert flemingMy wife and I were recommended Life Path as a business that could help us plan for our retirement. At every step of the way we were listened to and... read more
Julie DWe have been with Trent at LifePath for 5 years now, and can highly recommend him as a financial advisor. We found him when my mother was about to enter... read more
How LifePath’s financial planning process works
Please note: This may vary as every planning solution is custom—however, this is a good rule of thumb!
Initial
Conversation
We'll schedule a time to connect in your nearest LifePath office location; then, you'll come in to have a friendly 'Meet and Greet' conversation over coffee. We want to ensure you have that initial trust rapport with us and vice versa. This initial meeting is on us and zero-obligation. We will discuss your financial goals and needs, propose a personalised solution, explain the cost of our services, and you can leave and decide whether it's a good match.
Personalising Your Financial Planning
Depending on your goals, this phase could entail several meetings or just one. At this point, we'll work with you to establish your vision, explore their goals and challenges and tailor-make a plan focused on solutions-based outcomes. We won't offer a cookie-cutter financial plan. Instead, every one of our clients’ financial plans provides a well-researched, collaborative, solutions-based strategy designed to meet their objectives.
Acting On Our
Advice
At this point, we share that personalised and strategic financial roadmap with you. We'll provide you with two or more options, but we'll also say what we think is the RIGHT one for your needs. However, you get to choose which you ultimately take. Projections are included to help inform your decision further.
Reviewing Your
Plan
Every year, we review your financial plan to ensure the advice and strategy are still working for you and identify what, if anything, needs adjusting. Whatever changes occur in the market or your personal life, we'll make sure you stay on course to a financially secure future by keeping tabs on your plan and progress.
Our Brisbane QLD locations:
Investing in financial planning?
Here’s why you should choose us.
We are self-licensed
This means our clients benefit from greater flexibility of choice around financial products such as investments, insurance, superannuation and account based pensions. We provide unbiased, quality product recommendations based purely on each client’s financial goals and objectives.
We empower our clients to understand their finances
Financial advisers generally tell clients what to do and the steps to take, then stop there. We don’t. We want to ensure you have the knowledge to feel confident in your financial decisions, long after our advice is given. So questions are welcomed, and we always explain the research and rationale behind our recommendations.
We are a best-practice financial planning organisation
We are committed to conducting ourselves with ethics and integrity. We promise to maximise and protect your wealth and provide peace of mind regarding your financial future. We treat our clients’ money like we would family money: with respect and care.
We encourage our clients to enjoy the present while planning for the future
We believe life and money are to be savoured like a good Shiraz, so we don’t encourage clients to scrimp, save and sacrifice aggressively every step of the way—quite the opposite!-unless that is what they explicitly want. We’re also realistic that their spending profile will look different at various points in their life, especially depending on their goals.
Interested in financial planning services? Need some financial advice?
The first meeting is on us. There’s no cost, and no pressure. Just a friendly conversation over coffee to see if we’re a good match.