LifePath Financial Planning

18/06/2026

This is a milestone we are proud to celebrate as our very first retirement.

Recently, Gerard stepped into this next chapter after many years in financial services, leaving a lasting mark through his dedication, care and commitment to those he supported.

He has played an important role in guiding clients and in building trusted relationships that reflect the person he is.

It has been a privilege to share in part of his career and to see the difference he has made.

We wish Gerard and Tricia all the very best as they enjoy more time for family, friends and travel.

Thank you, Gerard, for everything you have contributed.

Congratulations on your retirement 🙌🏻🏌🏻‍♂️✈️

04/06/2026

We are proud to share our Director Brad Monk’s recent appearance on a podcast with Australian Retirement Trust (ART) - Australia’s second largest super fund.

In the episode, Brad explores a question many people face: Should an inheritance be used to pay down your mortgage or contribute to super? As discussed, the right answer depends on your goals, circumstances and stage of life.

Being invited to a national platform like this reflects LifePath’s continued growth and the strength of our advice offering.

👇🏻Click the article to watch or listen to the episode 👇🏻

Our Director Brad Monk recently joined Australian Retirement Trust on a national podcast, discussing a common question: inheritance — mortgage or super? A great opportunity to share LifePath’s expertise and trusted advice on a wider platform.

12/05/2026

This analysis looks at how recent policy changes and economic pressures are affecting everyday Australians and what that means for long term financial security.

It explains why resilience matters in times of uncertainty and how thoughtful planning can help people adapt with confidence.

The focus is on practical steps and clear thinking rather than reacting to short term noise.

Treasurer Jim Chalmers has framed the 2026 Federal Budget as “the most important and ambitious budget in decades”. “This Budget is about getting us through the global oil shock and taking pressure off Australians while building a stronger economy, better tax system, a more sustainable budget a...

05/05/2026

Stay up to date with what's happened in markets and the Australian economy over the past month.

Stay up to date with what's happened in the Australian economy and markets over the past month.... https://eread.com.au/lifepath/195928

24/04/2026

This Anzac Day we pause to remember the service and sacrifice of those who came before us.

Honouring their legacy includes looking after our families today and planning carefully for the future.

17/04/2026

LifePath Financial Planning has welcomed CFL Financial Planning into the fold, bringing together two client-first firms while maintaining the same personalised service clients on both sides have come to rely on.

LifePath Financial Planning has acquired CFL Financial Planning, bringing together two client-first firms under one roof while maintaining the same personalised service clients on both sides have come to rely on.

02/04/2026

Easter is a great reminder that after every rough patch comes renewal. Whether it's the markets or life in general, staying the course and keeping perspective is always worthwhile. 🌷

Happy Easter from all of us!