Who We Are
Founded by members of the esteemed Whittaker Macnaught brand, LifePath Financial Planning is a team of experienced advisers based in Brisbane, Australia
We support clients of all ages but specialise in offering solutions to complex problems such as retirement planning, wealth generation and aged care planning—working with clients to overcome their concerns + challenges and attain their financial goals in these areas.
We have a diverse range of financial planners in this organisation, and match individual clients with the best-fit financial adviser—but one thing we all share is the same priority of having fun. (While treating money with the care and respect it requires.)
Because, after years of working alongside the aged care industry, we’ve seen again and again that life is short, and it should be lived to the fullest while you’re alive. That’s what we strive to enable our clients to do—by helping them get the most from their money at every stage in life.
What it’s like to work with us:
- We are self-licensed, meaning we do not sell financial products. Instead, we take the time to get to know our clients and their goals and create a recommendation that suits them, not a one-size-fits-all solution.
- We’re with our clients on the journey, from pre-retirement to retirement and beyond. There are a lot of complex financial decisions to navigate on the path of life, and creating financial stability starts with a rock-solid financial plan that evolves as your life does.
- We encourage our clients to bounce any financial decisions off us as needed. We’re available to answer questions, share our knowledge, and every client receives direct advice and support from our team. Chances are, you’ll learn things about money you don’t know. (After all, it’s our job, not yours, to stay across the market, products + legislation.)
- We’ll help you plan for the long term + keep the big picture in mind at every key decision point. It’s easy to get caught up in the whirlwind of life otherwise.
- Our team takes the term ‘advice’ to heart. We don’t dictate to you. Instead, we’ll listen to your needs, collaborate, and create a robust financial plan that includes a set of options + our professional recommendations. However, you still get the final choice of what you do—and remain in control of your money.
- We want our clients to enjoy their visits to us. So we’ve created a welcoming, positive environment to discuss finances in. We’re a friendly bunch and even have a coffee machine in every office—because good coffee fuels productive conversations!
Our Advisers will empower you to be able to understand complex financial issues and make educated financial decisions you feel confident in.
Our Administration team will ensure that each time you deal with LifePath, your experience is positive and productive. We pride ourselves on having that personal connection. You won’t be welcomed by an iPad, you’re welcomed by a person.
Who We Support
At LifePath, we’re on a mission to help clients across all age groups make the most of their personal situations and gain control over their financial future
Central to our quality financial planning advice is the concept that each client will have very different needs and financial goals at different points in life—and what they choose to do at one stage of life impacts what they can expect at another.
So, we work collaboratively with our clients to design a tailored financial plan based on their financial goals and objectives and life stage.
- 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.
- Enter a Retirement Village.
- Enter Aged Care.
- Home Care.
- Estate planning.
We provide expert advisory and tailored
financial plans that cover:
FINANCES
- Cash flow planning
- Wealth creation
- Debt management
- Tax effective savings
- Asset protection
INVESTMENTS
- Direct Shares
- Managed funds
- Investment bonds
- Asset allocation
- Asset diversification
- The importance of market risk and market volatility
SUPERANNUATION
- Accumulation
- Salary sacrifice
- Rollovers and consolidation
- Transition to retirement
- Self-managed super funds
- Anti-detriment payments
INSURANCE
- Life insurance
- Total permanent disability insurance
- Income protection
- Trauma Insurance
- Key man insurance
RETIREMENT PLANNING
- How much do you need to retire?
- When can you retire?
- Planning longevity of Capital and funding expenses
- Retirement income streams
- Allocated pensions
- Annuities
- Centrelink entitlements
AGED CARE
- Retirement Villages upfront and ongoing costs
- Keeping or selling the former home
- Affording ongoing care
- Aged Care upfront and ongoing costs
- Maximising social security
- Gifting
- Estate planning
- Asset management
We provide expert advisory and tailored
financial plans that cover:
FINANCES
- Cash flow planning
- Wealth creation
- Debt management
- Tax effective savings
- Asset protection
INVESTMENTS
- Direct Shares
- Managed funds
- Investment bonds
- Asset allocation
- Asset diversification
- The importance of market risk and market volatility
SUPERANNUATION
- Accumulation
- Salary sacrifice
- Rollovers and consolidation
- Transition to retirement
- Self-managed super funds
- Anti-detriment payments
INSURANCE
- Life insurance
- Total permanent disability insurance
- Income protection
- Trauma Insurance
- Key man insurance
RETIREMENT PLANNING
- How much do you need to retire?
- When can you retire?
- Planning longevity of Capital and funding expenses
- Retirement income streams
- Allocated pensions
- Annuities
- Centrelink entitlements
AGED CARE
- Retirement Villages upfront and ongoing costs
- Keeping or selling the former home
- Affording ongoing care
- Aged Care upfront and ongoing costs
- Maximising social security
- Gifting
- Estate planning
- Asset management
Ready to make the most of your money—whatever stage of life you’re in—and finally feel confident in your financial future?
Contact us today to arrange a free initial consultation to see how we can help you achieve your financial goals.