Financial Planning
Introducing myprosperity
In an era where cyber threats are ever-present, implementing a secure client portal is no longer a luxury—it’s a necessity. myprosperity not only addresses these security concerns but also enhances the overall client experience through its user-friendly interface and comprehensive features. As we roll out myprosperity, we’re committed to ensuring a smooth transition for all…
How political events affect the markets
From the economy bending policies of Trump 2.0 to the growing strength of the far right in Europe, the new alliance between Russia and the United States, the wars in Ukraine and the Middle East, and the US President’s vow to upturn world trade rules, the markets are certainly navigating tricky times. In recent months…
Turbocharge your super before 30 June
More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s Moneysmart website. While most financial goals include saving money and paying down debts, the months leading up to 30 June provide an opportunity to review your super balance to look at ways to boost your retirement savings….
2024 Year in Review: Successfully navigating uncertain times
The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as investors reacted to the extraordinary times. While economic growth in Australia and overseas was underwhelming, share markets rode out the ups and downs to finish 2024 strongly. Super funds benefitted…
LifePath Advisers Shine at FAAA Congress
LifePath Financial Planning Advisers Shine at FAAA Congress We are excited to share that our team of financial advisers recently attended the Financial Advice Association of Australia (FAAA) Congress Gala night. This annual event is a highlight in the financial planning industry, offering a unique opportunity for professionals to connect, learn, and grow. A Hub…
Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved ones. You might be thinking about handing over a lump sum to help them with a major purchase or business opportunity, or be keen to…
LP Financial Planning: Proudly Leading the Way in Aged Care Advice
We are thrilled to share some exciting news with you! One of our founding directors, Brad Monk, was invited to participate in a national webinar hosted by Challenger Limited, a leading company in retirement and aged care income solutions. The webinar, titled “1st July 2025 Aged Care Advice Opportunities,” was a significant event with over…
Caught in the middle: help for the sandwich generation
If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all walks of life, describing those at a stage of their lives where they are caring for their offspring as well as their elderly parents. The phenomenon…
How do retirement income options compare?
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes. You also have a host of choices to make when it comes to funding your new life away from paid work. Here are four different options to consider.i Account-Based Pension…
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things you want to do in the future is a…
How to end the financial year on a high note
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth transition and a strong start for the year to come. Topping…
LifePath Financial Planning On Channel 7 News
We were thrilled to have Channel 7 come into our office to interview our client Michelle regarding the importance of receiving age care advice from her experience. You may be aware the Government released the final report from the Aged Care Taskforce, which contained 23 recommendations to reform the fees and funding across home care…