Hold on bumpy markets ahead 2020 lifepath

Hold on … bumpy markets ahead

After period of optimism, global investment markets have hit the panic button on fears about the possible economic impact of the coronavirus (COVID-19). At times like these, it's good to get some perspective. Australian shares rose 24…
2020 financial Goals setting and tune up LifePath Financial Planning
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Time for an annual tune-up?

We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our car runs at its best and saves unexpected problems down the track. It follows then that we should take the same approach to other…
Check your financial fitness with LifePath
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2020 vision for financial fitness

What better year to have your financial health in tip top shape than the one requiring 20/20 vision! The start of any year is always a good time to assess your financial situation and make sure you are on track to achieving your dreams, but…
Australian retirement system review 2020 LifePath Financial Planning
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Our retirement system: Great, but room for improvement

You could be forgiven for thinking Australia’s superannuation system is a mess. Depending who you talk to, fees are too high, super funds lack transparency and governments of all political persuasions should stop tinkering. Yet according to…
Festive season decisions
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The festive season brings together families and important decisions

As we approach the end of another year, many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly older parents. Busy lives and distant homes can make it easy to feel out of…
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Steering through choppy seas

Like it or not, we live in interesting times. More than a decade after the Global Financial Crisis, the global economy is facing fresh headwinds creating uncertainty for policy makers and investors alike. This time around it’s not a debt crisis…
Keep your spending under control at Christmas
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Keep your spending under control this summer

The summer months can be a time of heavy spending for many Australians, particularly in the lead-up to Christmas. In fact, we spend an average of $573 on presents alone1. For many of us, this puts a major strain on our credit cards. And instead…

Trent and Brad at the Ekka

The westerly winds have been and gone and with that came the annual Royal Queensland Show (or, “the Ekka”, as everyone knows it). Both Trent and Brad took their families to the Ekka. This was Trent’s first time with his family but…
Simpler means-testing forms from LifePath Financial Planning
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Simpler means-testing forms

Simplification in aged care rules is always a positive outcome. The government has just released new means-test forms for clients accessing residential or home care services which may make the process much quicker and simpler. The new forms…
planning your financial future now
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Deeming rates changes

It has been four years since the deeming rates changed, but the government has responded announcing a rate cut from July 1, 2019. The lower rate reduces by 0.75 per cent and the upper rate by 0.25 per cent. The new rates announced are: The…
Where is the best place to stash your cash
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Where is the best place to stash your cash?

If, like many Australians, you’re looking for ways to put some cash away for a rainy day, a holiday or to earn extra income, the job has just become a bit harder. It’s also become more urgent if you are expecting a handy tax return. In…
Lifepath damper recipe for the camp fire

Brad’s damper recipe

The last month of autumn is nearly finished and the winter season will be nipping at our noses very soon. This is one of my favourite seasons to go out west and camp in the cold.  Disclaimer: I’m using the word camping very loosely. Most…
Healthy ageing through diet - LifePath financial planning
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Healthy ageing through diet and exercise

The Australian Government’s Health Direct website recommends a balanced diet for seniors. This includes the normal advice about fruit and vegetables (five portions of vegetables and two portions of fruit a day), wholegrain varieties of bread,…
EOFY checklist by LifePath Financial Planning Brisbane
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Your EOFY Checklist

Who doesn’t love the end of the financial year? Okay, so maybe sorting through a shoebox full of receipts isn’t your idea of fun, but don’t worry. With our handy checklist, you can take some of the headache out of tax time. You might even…
planning your financial future now
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Your financial future starts now

They say every great journey begins with a single step — and yours is just beginning. Here’s how to get on the path to financial freedom at the same time. Every year, thousands of young Australians start one of the biggest journeys of their…