Articles
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….
Private vs government-funded elderly care: what’s best for your loved one?
Older Australians can access both government-funded and private aged care services, each with different costs, eligibility rules and flexibility. Understanding the differences between these options can help you or your loved ones make informed choices about the right support at home or in care. Elderly care is currently one of the most invested programmes by…
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…
Protecting what matters most
We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is one quiet but powerful way to protect the people you love from financial stress if something happens to you. Whether you’re raising a family, supporting a partner, or building a business, life insurance helps ensure…
Strategies for an unexpected retirement
The best time to start planning for retirement is yesterday. But the second-best time? Today. About two-thirds of Australians retire earlier than they anticipated because of unexpected events such as job loss or redundancy, they need to care for a family member, have a sudden illness or injury, problems at work or a partner’s decision…
Before you retire
If you’re planning to retire, you need to consider: your age, including if you have reached your preservation age your super how much tax you will pay on amounts you receive if good leaver conditions apply if you are part of an employee share scheme if the retirement capital gains tax concession applies if you sell…
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…
Volunteering in retirement: finding purpose, structure, and joy
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next phase of your life; a thought might cross your…