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Evidence-based ways to hold back the hands of time
You can’t stop the clock, so the saying goes, but humanity has spent a long time trying to slow down or even reverse the effects of aging. Even today it can be hard to distinguish those measures that work from those that may not work and avoid those that may be downright dangerous! Fortunately, science-…
Read MoreInsurance is a sound investment
Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though – life can throw a curve ball or two and insurance is one way to manage risk in a broader context. It’s a matter of weighing up your risks and thinking about…
Read MoreUnderstanding the new $3m super tax
The much-debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet law, the Division 296 tax should be taken into account when it comes to investment strategy and planning, particularly in relation to any end-of-financial-year contributions…
Read MoreLifePath recognised in Financial Planning magazine
Professional Planner article written by Chris Dastoor, February 5, 2024 | 4.11pmi Years before the Professional Year was brought into being, LifePath Financial Planning had set up its own apprenticeship pathway to gain new talent. Lifepath [co-founder] and senior financial adviser Brad Monk tells Professional Planner the practice implemented this system to train new advisers and “take…
Read MorePowering down for a relaxing holiday
It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus after Boxing Day that sees us head off for some well-earned rest and relaxation. However, it can be hard to unwind when we have a device in our pocket buzzing away every couple of minutes.…
Read MoreFinancial wellbeing is a gift worth giving yourself
The festive season is a time of joy and celebration but, for some, it can also lead to a financial hangover in the New Year. Overspending on gifts, parties, and decorations can quickly add-up, leaving us with unwanted debt in the New Year. In 2022, Australians spent more than $66.7 billion during the pre-Christmas sales…
Read MoreHow to give back
Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here or overseas, Australians rush to donate their time, household goods and cash. However, we still lag New Zealand, the US, Canada and the United Kingdom when it comes to giving money. According to Philanthropy Australia,…
Read MoreLarissa Newton
Larissa is the friendly face at the heart of our financial planning team. She seamlessly coordinates the daily rhythm of our team, ensuring a warm and organised environment. Following a career change, she takes pride in being the first point of contact for our clients, ensuring they receive the information and service they need. Outside…
Read MoreHelen, Norman Park.
James gave me expert advice on the topics listed above – mainly in relation to my mother’s entry and exit of an Aged Care facility. He explained all the financial considerations in relation to maximising her assets and cashflow whilst minimising tax and in the ongoing management of the RAD. He has expert knowledge of…
Read MorePatricia M, Brisbane
I am sending this email to compliment your Financial Adviser, Rob Creaton. Since I have partly retired, and more recently retired, I have been working with Rob who has assisted me with planning my ongoing finances. Rob has been so supportive. He has patiently listened to me, advised, and actioned my ongoing financial requirements. He…
Read MorePeter and Judy Mac, Brisbane.
Brenton has been our financial advisor for a number of years. Through Brenton’s expert advice and understanding of the constant changes in the financial arena we have been able to make the most of our financial investments. His valued advice has been a catalyst to achieving our financial goals and providing a sound long-term strategy…
Read MoreTerry, Tanah Merah.
My wife and I are entering a Retirement Village and requested James to review our financial situation. He quickly and expertly guided us through the complicated details of the Retirement Village contact. He impressed us with his knowledge in this area and gave us advice that will benefit our family in the future. We will…
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