More Growth News for LifePath Financial Planning

We are delighted to share some exciting news. LifePath Financial Planning welcomes CFL Financial Planning and their valued clients into our family-owned firm. For existing LifePath clients and CFL clients, the personalised service and trusted relationships you rely on continue exactly as they are today.

Two Firms, One Vision

CFL Financial Planning’s principals, Steve King and Craig Buntain, chose LifePath because we share the same commitment to personalised, client-first financial planning. With experience stretching back to the late 1990s, Steve and Craig have spent decades helping business owners, professionals, and retirees build a sound financial game plan. Joining them is Aida Ngoi, who brings her expertise and continuity of care to CFL’s clients throughout this transition.

More Capability. The Same Personal Commitment.

This strategic acquisition allows us to better serve our clients by expanding our advice, research, and support capabilities. With greater depth across our services, we’re able to provide more comprehensive solutions while preserving the personal connection that defines our approach.

Our growth reflects a deliberate focus on improvement, enhancing how we serve clients while staying true to the individual care and trust.

Thank you for your continued trust in LifePath. As always, if you have any questions, your adviser is here for you.

Here’s to our shared future,

Brad Monk & Trent Allen

Directors

LifePath Financial Planning