James Larwill

Life Path Financial Planning Pty Ltd

Gold
6 Yrs Experience
Upper Mount Gravatt, QLD 4122

Recent reviews

Life Path Financial Planning Pty Ltd

Suite 4, 46 Mount Gravatt Capalaba Rd
Upper Mount Gravatt, QLD 4122

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 32
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Life Path Financial Planning Pty Ltd

AFSL 518221

4.95
32 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 32

Sort by

4.50

"James has given us advice in areas including self managed super funds, aged care and government assistance. James is always attentive to our needs and able to explain things clearly. We feel very confident that the advice given by James is right for our needs. We always received James' full care and attention when we need it. We find him most personable and thank him for his prompt, efficient and caring service in providing such advice."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James gave me advice on Aged Care. His information was very helpful and would recommend his services."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James was able to offer me some very useful, practical and realistic advice. He explained things in a language that I understood and kept it simple. Highly recommend James."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I accompanied my eighty three year old mother to a consultation, and James was very accommodating and patient with her. He ensured that my mother really understood everything that she needed to and was very reassuring towards her."

  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very professional..........and helpful."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has advised me on my investment portfolio for a number of years. He always take 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."

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I went with my mum to seek James' advice on mums' options for aged care for my step-father who has dementia. Prior to seeing James, I had been trying, with no success, to understand the aged care system myself. James clearly and patiently explained our options to us and really helped with a lot of our concerns. We came away feeling like we have a clear plan for the future and are in very good hands with James. Mum feels like one of her big worries is off her mind."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My father and I went to James looking for financial advice as we had to unexpectedly place mum into full time residential care with haste after a hospital admission. James made an appointment for us on the day after our contact with a plan to be actioned within the week. Unfortunately mum passed away in this time. I would like to sincerely thank James for his compassion in offering dad a full refund of monies paid to him even though he had spent time on the document. I have no hesitation in recommending James and infact already have,"

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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 a 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."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 32

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning (Securities and Managed Investments)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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