General
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…
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to feel a little frazzled. In fact, research has found that the holiday season is…
Multi-Factor Authentication (MFA) Enhancement for our client portal
Keeping your information safe and secure is our top priority. To enhance the security of our client portal, we are implementing mandatory multi-factor authentication (MFA) for all clients. What is Multi-Factor Authentication (MFA)? MFA is a security measure that requires users to provide more than one form of authentication to access an account. It is…
Is a retirement village right for you?
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life….
Get to know Shannon McKeown
We are thrilled to introduce Shannon McKeown, our newest team member LifePath Financial Planning. Shannon brings with her an impressive 20 years of experience in the financial planning industry. Born in Perth, then moved to the Capital Canberra and spent time on the family farm in Yass. She is a dedicated mother who understands the…
How to spot a scam
Con artists make entertaining subjects for Hollywood scriptwriters (think The Wolf of Wall Street, Ocean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being conned and fleeced in real life. On the latest figures available, Australians lose over $10 million every month to scammers. There are plenty of rackets running at any one time involving…
Holidaying off the tourist trail
When we dream of an overseas holiday, our minds often drift to iconic landmarks, bustling cities, and well-trodden tourist paths. While these destinations have their allure, travel to popular destinations is booming and comes with challenges so there are advantages to venturing off the beaten track and seeking out the hidden gems. Travel is booming…
Evidence-based ways to hold back the hands of time
You can’t stop the clock, so the saying goes, but humanity has spent a long time trying to slow down or even reverse the effects of aging. Even today it can be hard to distinguish those measures that work from those that may not work and avoid those that may be downright dangerous! Fortunately, science-…
Powering down for a relaxing holiday
It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus after Boxing Day that sees us head off for some well-earned rest and relaxation. However, it can be hard to unwind when we have a device in our pocket buzzing away every couple of minutes….
How to give back
Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here or overseas, Australians rush to donate their time, household goods and cash. However, we still lag New Zealand, the US, Canada and the United Kingdom when it comes to giving money. According to Philanthropy Australia,…
Destinations to fire up your passions
The world is an amazing place, with so much to see and do. In fact, sometimes it can feel as though there is so much to experience it can be quite a challenge selecting a destination, but if you follow your heart and explore your passions when planning a trip you can’t go wrong. Considering…