LifePath financial advisers and aged care specialists

Financial advisers and Aged Care specialists

Formerly a part of the Whittaker Macnaught brand, LifePath Financial Planning is a team of financial advisers and aged care specialists based in Brisbane.

We use our expertise and industry experience to help our clients achieve financial freedom and create solutions to complex problems such as estate and aged care planning.

Our clients come to us looking for control over their financial futures and to make the most out of the personal situations.

Central to our quality financial planning advice is the concept of Lifecycle Stages. We acknowledge that each of our clients will have very different individual needs and financial goals based upon where they are in their life. Our LifePath model is used to design the right financial plan for each and every one of our clients based on their Lifecycle Stage and their individual situations.

Our areas of expertise


Financial planning is an essential tool for getting the most of your life now and in the future.


We can work with clients to create a path for investment success.


We offer a range of personal insurance options for clients


Superannuation is an important element for ensuring you can have a high standard of living when you retire.


Our advisers will work with you and your family to establish a retirement plan.


We recognise that aged care is a complex issue and requires careful consideration and planning.

Meet our team

LifePath Financial Planning team

The LifePath team are committed to providing you with personalised, strategic financial advice.

Our Advisers will empower you to be able to understand complex financial issues and make educated, financial decisions.

Our Administration team will ensure that each time you deal with LifePath, your experience is positive and productive.

LifePath is 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.

Contact us today to arrange a free initial consultation to see how we can help you achieve your goals.