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 opportunity and a privilege to be invited by ART, Australia’s second largest superannuation fund, managing more than $330 billion in retirement savings for around 2.4 million members.

Being asked to contribute to a national platform like this is also a great reflection of LifePath’s continued growth and the strength of our advice offering. Opportunities like this allow us to share our expertise more broadly and reinforce our commitment to delivering trusted, high-quality financial guidance.

In the episode, we explored a question many people face at some point: If you receive an inheritance, should you use it to pay down your mortgage or contribute it to super?

As you might expect, there’s no one-size-fits-all answer. The right approach depends on your personal financial situation, your goals, and your stage of life. In the discussion, we unpack the key considerations to help guide that decision.

Brad really enjoyed being part of this conversation and sharing insights on such an important topic — and I hope you find it valuable too.

👉 Click here to watch or listen to the episode.