General

teaching kids about finances

Help your kids avoid the debt spiral

When you’re young and living life to the full, it can be tempting to see your credit card as a bottomless well of money. And faced with higher living costs than previous generations – not to mention the lure of online shopping – many young people find themselves spending beyond their means on a regular…

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Family advice

Is everyone in your family getting the financial advice they should? Australian families are changing and so are their financial needs. It’s no secret that Australia’s population is growing older — around 15% of Australians are now aged 65 or over, while the proportion of younger people is slowly declining.[1] And by 2020, the median…

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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.

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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 to have their team members expand their knowledge and then pass on their learnings. One part…

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