Our Client Testimonials

James gave me expert advice on the topics listed above – mainly in relation to my mother’s entry and exit of an Aged Care facility. He explained all the financial considerations in relation to maximising her assets and cashflow whilst minimising tax and in the ongoing management of the RAD. He has expert knowledge of the “Aged Care “requirements of Veterans Affairs, Centrelink and Care Facilities. He provided expert advice and liaised with these and other organisations on my behalf. He is always friendly and efficient and always makes himself available to answer questions and discuss issues.

I am sending this email to compliment your Financial Adviser, Rob Creaton. Since I have partly retired, and more recently retired, I have been working with Rob who has assisted me with planning my ongoing finances. Rob has been so supportive. He has patiently listened to me, advised, and actioned my ongoing financial requirements. He is pleasant and very accommodating, and I thank Rob for his ongoing support. I was referred to Lifepath by Noel Whittaker.

Brenton has been our financial advisor for a number of years. Through Brenton’s expert advice and understanding of the constant changes in the financial arena we have been able to make the most of our financial investments. His valued advice has been a catalyst to achieving our financial goals and providing a sound long-term strategy that will ensure we have a comfortable retirement. He provides detailed information with regard to his recommendations that enable us to fully understand the reasons and benefits of his recommendations. Brenton is professional in all his dealings with us and is always available when we have enquiries. We have no hesitation in strongly recommending Brenton for all your financial and investment needs.

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 certainly be recommending James and LifePath to our family and friends.

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 he has been very professional, responded promptly and followed through on what we decided. James has a very friendly manner and always makes us feel at ease. We strongly recommend him to anyone needing financial advice.

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 receive from him.

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 and professional and is excellent at promptly returning queries or phone calls. I would recommend James for anyone who needs to build and maintain an investment portfolio.

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 of the LifePath team have been extremely helpful in mapping my robust plan and executing each stage. When change happens, it’s good to know you have proactive expert advice with you along the way. I feel I now have the tools I need to address my living needs into the future. Trent and his team have given me the confidence I need for the journey ahead.

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 that I, at almost 90 years of age, failed to comprehend. I was desperate and floundering until I was recommended by a friend to contact “James Larwill ” at Lifepath. Gosh, what a relief. In a matter of days, the black clouds had lifted, and James was in complete control of my problem and all I had to do was sign the documents. Everything taken under his control for now and into the future. Bless you James!