LifePath Financial Planning
About the Business
Welcome to LifePath Financial Planning, located at Upper Mount Gravatt, Mount Gravatt Capalaba Road, 46 in Australia. As an establishment in the finance industry, we are a point of interest for those seeking comprehensive financial advice and planning.
Are you preparing for retirement? We understand the importance of a well-crafted retirement strategy to ensure a high standard of living in your later years. At LifePath, we can alleviate the stress of managing your finances so you can fully enjoy this stage of life.
If you find the ongoing maintenance of your home and yard becoming increasingly challenging, or if you are considering a move to a retirement village but are struggling to understand the associated fees, we can provide you with strategies for a secure financial future.
Additionally, if a loved one is ready to transition into permanent residential aged care, the complexities of selling assets to cover entry costs and the uncertainty of accommodation fees and ongoing expenses can be overwhelming. LifePath Financial Planning is here to guide you through the aged care options and provide clarity.
Formerly a part of the renowned Whittaker Macnaught brand, LifePath Financial Planning consists of a team of experienced financial advisers and aged care specialists based in Brisbane. Our clients seek us out to gain control over their financial future and optimize their personal situations.
We understand that individuals in their 30s have different financial goals compared to those in their 60s. Our aim is to instill confidence in your financial future by delivering a tailored plan that suits your unique situation and life stage. Discover which lifecycle stage you are in and let us assist you in achieving your goals.
Recognizing the complexity and importance of finding the right aged care solution, our team of specialist aged care financial advisers can help you navigate through the options and identify the best solution for your specific circumstances. Meet our advice team and benefit from their expertise and guidance.
In addition to our range of services, including wealth creation, debt management, investments, insurance, superannuation, and retirement planning, we are proud to be recognized as an industry leader in the aged care sector.
Visit us at our Southside location at 4/46 Mt Gravatt Capalaba Rd, Upper Mt Gravatt QLD 4122 to embark on your financial journey with LifePath Financial Planning.
Photos
Location & Phone number
46 Mount Gravatt Capalaba Road, Upper Mount Gravatt, Queensland 4122, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My wife and I were recommended Life Path as a business that could help us plan for our retirement. At every step of the way we were listened to and our needs were given importance. The process was thoroughly explained, with action plans established for immediate and future execution. We could not be happier with their service and are confident that our financial future is in good hands."
"Once again throughout the year James has been there for us, to deal with any complicated Centerlink issues and reassure us that my mother's finances are on track as projected from the outset. Thank you for your professionalism and always making yourself available. Regards Paul and Barb."
"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."
"We have been with Trent at LifePath for 5 years now, and can highly recommend him as a financial advisor. We found him when my mother was about to enter aged care, and he gave us very sound advice on how to structure my parents finances to fund her ongoing care. My husband and I then engaged him to advise on our personal finances into the future, and we have been with him ever since. Trent is very well qualified, professional, personable, honest and strategic in his thinking and advice. We have now set each of our adult kids up with a consultation with Trent to help them establish good financial habits into the future."
List of local businesses, places and services in Queensland
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos