LifePath Financial Planning

Jacinta Sutton 

on Google

a week ago

I have had the pleasure of collaborating with the Life Path team when working within the aged care sector. After confidently recommending them to many, many families needing specialist guidance, there is no-one I trust more to navigate my own retirement journey. I trust them, I like them, and continue to send friends and family their way and really enjoy being their client now. 

Dilys Yam 

on Google

2 months ago

James is very professional by giving the advice based on the client's background, situation and retirement plan. I would be very happy to recommend him to anyone. Dilys 

Steph H 

on Google

3 months ago

My husband and I recently met with James to discuss options for restructuring our current investments to downsize and reduce our financial burdens. Our parents had referred us after having a positive retirement plan discussion with James. We were a little apprehensive at first as we're a way off retirement and were unclear on what support could look like, outside of superannuation. James provided a space with no pressure to discuss our current financial position openly, while educating us along the way. He freely discussed a... read more

Angela Roberts 

on Google

2 years ago

Having Trent Allen of LifePath Financial Planning helping my partner and myself navigate our way through managing our finances takes a lot of the stress and worry out of getting old. I throughly recommend him and the company. 

Michael Williams 

on Google

2 years ago

I have been greatly assisted by Trent a number of times over the recent past in relation to Aged Care placement issues and also for my own financial planning. I have always found Trent to be professional, knowledgeable, patient and across all relevant aspects of my circumstances. I highly recommend him.