LifePath Financial Planning

LifePath Financial Planning provides financial planning from Upper Mount Gravatt and Albion in Brisbane. We help individuals and families navigate wealth-building, retirement and the financial questions that may accompany later-life care. These decisions can involve much more than an investment account: housing, ongoing expenses, family needs and changing health circumstances may all play a part.

A particular area of our work is the financial impact of aged care and retirement village decisions. Moving home or arranging care for a relative may affect housing capital, superannuation, ongoing fees and the resources available to other family members. We help clients identify the financial questions that need to be addressed and coordinate with other qualified professionals when the matter extends beyond financial advice.

We also provide wealth management, retirement, superannuation and personal protection advice. Our two Brisbane meeting locations offer convenient contact points for discussions involving clients and families. We value clear explanations, continuity and the ability to review a plan when circumstances change, so that major transitions can be approached with a better understanding of the available choices.