General
Featured This Month: Podcast with Australian Retirement Trust
We are excited to share something a little different this month — our Director Brad Monk’s recent appearance on a podcast with Australian Retirement Trust (ART). While Brad has been interviewed many times before, mostly on radio, this was his first experience being part of a professionally recorded and filmed podcast. It is a fantastic…
More Growth News for LifePath Financial Planning
We are delighted to share some exciting news. LifePath Financial Planning welcomes CFL Financial Planning and their valued clients into our family-owned firm. For existing LifePath clients and CFL clients, the personalised service and trusted relationships you rely on continue exactly as they are today. Two Firms, One Vision CFL Financial Planning’s principals, Steve King…
Playing Farmer Brad
Retirement planning isn’t only about stepping away from work; it’s about stepping toward something that feels fulfilling, grounding, and genuinely yours. We often tell our clients that the question isn’t “When can I retire?” but rather, “What am I retiring to?” It’s a subtle difference that changes everything—because having a future worth leaning into brings…
Warren Buffett: timeless lessons from a lifetime of investing
Warren Buffett has never looked much like a financial celebrity. He lives in the same house he bought in Omaha in 1958, prefers simple food, and has built one of the greatest investment records in history using his long-term value investing strategy. Now stepping down at 95 years’ old from his role as CEO on…
Navigating grief in the aged care system: why support must start long before end-of-life
New research shows grief in aged care begins long before death, starting at the moment a loved one enters residential care. Families describe a long, evolving journey shaped by loss of role, communication, and meaningful rituals – pointing to the need for grief support across the entire aged care experience. Grief in aged care doesn’t…
2025 Year in review: It was a soft landing for Australia
Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025. Super funds posted strong double-digit returns for the 2024-2025 financial year. Australia recorded modest economic growth, while inflation cooled a little throughout the year – albeit with a slight uptick at year’s end –…
Exciting Growth for LifePath: Welcoming McKenna Collins to Our Family
We are delighted to share some wonderful news with you. Effective 1st December 2025, LifePath will be welcoming McKenna Collins and their valued clients into our family-owned firm. This carefully planned acquisition represents an exciting milestone in our growth journey and reinforces our commitment to delivering exceptional, personalised financial planning well into the future. For…
Your money, your priorities
Investing may be all about the numbers – growth, returns and risk – to build a secure future but increasingly investors are interested in an even more meaningful approach. Four out of five respondents to a 2024 survey wanted their investments to have a positive impact in the world.i The survey, by the Responsible Investment…
Celebrating with heart – not habit
As the festive season approaches, there is a noticeable shift in the air. The days grow longer, school terms wrap up, and communities across the country begin to prepare for end-of-year celebrations in all kinds of ways. For some, it is about unpacking boxes of decorations, preparing familiar family recipes and racing around the shops….
Remote access scams are on the rise
Protecting Your Business from Remote Access Scams: Essential Security Tips As your trusted partners at LifePath Financial Planning, we’re committed to protecting your entire financial wellbeing, including safeguarding your business from sophisticated cyber threats that can devastate wealth in minutes. The Growing Threat In 2024, Australians lost $256 million to remote access scams¹. These attacks…
From bad reputation to dream destination
When you start researching for a trip overseas it’s easy to be swayed by what can be a lingering bad reputation of a region or country. The landscape of travel is constantly shifting and what may once have been a no-go zone can now be a dream destination – and vice versa. Some of today’s most…
Less hibernate, more activate
When the temperature drops, it feels like more of an effort, but getting outdoors, even when it’s chilly, can do your brain and body a whole lot of good. Let’s be honest – when it’s cold outside, the couch starts to look very attractive. You’ve got the heater cranking, you’re engrossed in the latest TV…