The gift of giving this Christmas

Christmas is a time when we come together to celebrate with our family and friends. And, for those who haven’t been able to see friends and family due to border closures, it will be an even more joyous occasion this year. Gift-giving is…
Looking after your mental health during a pandemic

Maintaining your mental health through the pandemic

The COVID-19 pandemic has shifted our day-to-day lives in a dramatic way. One of the biggest changes to come from this period for many people was a transition to working from home. On top of this adjustment, parents had the additional challenge…
LifePath Financial Advisers EOFY planning guide 2020
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How COVID-19 changes tax time

As this financial year draws to a close, it will be viewed as a year like no other. COVID-19 (coronavirus) has impacted everybody’s life, albeit in different ways for different people. For some, staying at home has meant greater savings.…
Australian retirement system review 2020 LifePath Financial Planning

Our retirement system: Great, but room for improvement

You could be forgiven for thinking Australia’s superannuation system is a mess. Depending who you talk to, fees are too high, super funds lack transparency and governments of all political persuasions should stop tinkering. Yet according to…
Festive season decisions

The festive season brings together families and important decisions

As we approach the end of another year, many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly older parents. Busy lives and distant homes can make it easy to feel out of…
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Steering through choppy seas

Like it or not, we live in interesting times. More than a decade after the Global Financial Crisis, the global economy is facing fresh headwinds creating uncertainty for policy makers and investors alike. This time around it’s not a debt crisis…

Trent and Brad at the Ekka

The westerly winds have been and gone and with that came the annual Royal Queensland Show (or, “the Ekka”, as everyone knows it). Both Trent and Brad took their families to the Ekka. This was Trent’s first time with his family but…
Lifepath damper recipe for the camp fire

Brad’s damper recipe

The last month of autumn is nearly finished and the winter season will be nipping at our noses very soon. This is one of my favourite seasons to go out west and camp in the cold.  Disclaimer: I’m using the word camping very loosely. Most…
Healthy ageing through diet - LifePath financial planning

Healthy ageing through diet and exercise

The Australian Government’s Health Direct website recommends a balanced diet for seniors. This includes the normal advice about fruit and vegetables (five portions of vegetables and two portions of fruit a day), wholegrain varieties of bread,…
women and cancer

Women and cancer, what you need to know

Being faced with cancer can have a devastating impact on women and their families. That’s why it’s so important to reduce your health risks – and also know how to avoid the financial shock that a cancer diagnosis can bring. October…

Aged Care in Hobart

While the adviser team were attending a Professional Advice Conference we took the opportunity to visit St Ann’s Home Davey Street aged care facility.  St Ann's Homes Inc has been providing accommodation, care and services since 1922.  RAD’s…

Economic Challenges of an ageing population

As the Baby Boomers continue to move into retirement, a national discussion about the economic challenges of our ageing population intensifies. With fewer working Australians for each retiree, momentum is building in government and business…

Happy New Financial Year

As you prepare for the new financial year, use these simple tips to help you make sure your finances are on the right track for the year ahead.

LifePath goes to Cambridge UK

  Last November Trent Allen and Brad Monk attended a course at the Cambridge Judge Business School in Cambridge. The course was also attended by other financial planners from Australia. This is part of the LifePath ethos of continuing…

Trent and Brad visit UK Aged Care facility

Welcome to London, 11 degrees, overcast and a breeze that could freeze water. It was exactly how you would expect London to be. Trent & I had the opportunity to complete a business course at Cambridge. It was a fly in fly out visit. Other…