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My wife and I are entering a Retirement Village and requested James to review our financial situation. He quickly and expertly guided us through the complicated details of the Retirement Village contact. He impressed us with his knowledge in this area and gave us advice that will benefit our family in the future. We will…

Hi Brad, I am getting some great feedback from clients who have met with you and your team. We really do appreciate your support and will continue to refer our clients to you for advice.

We sought advice from James prior to selling our home and moving into a retirement lifestyle village. He was able to help structure our investments to achieve the best possible outcomes for our situation. He has also given us a greater understanding of the Aged Care system and future impacts on us. At all times…

COVID has not been fun for anyone and although the market goes up and down, we are confident that the decisions we made with Brenton’s advice are good ones. I have since recommended LifePath to several people, and those who have engaged with Brenton are all enjoying and benefiting from the calm financial advice they…

James provided expert, professional advice when my family was faced with managing my father’s transition into residential aged care. James was consistently calm, patient and understanding of my father’s needs and the preferences of my siblings and myself. James facilitated a transparent, practical and smooth transition by managing the complex financial matters.

James has advised me on my investment portfolio for a number of years. He always takes care to make sure that he understands my goals, that I understand the various options available to me, and then makes a recommendation and then explains why he thinks it is the best path forward. James is always calm…

I first met Trent Allen eight years ago when my family and I sought advice on how to navigate the aged care maze for our parents. We were very appreciative of his perspicacious nature, guidance and timely advice. Today, I am equally grateful for his advice and guidance as I approach retirement. Trent and members…

I was recently trying to recover from a run of poor health when I realised that I could no longer care for my wife who suffers from Dementia and had to place her in an aged care home permanently. I found myself swamped with papers and demands from all departments, mainly government, in a confusion…