Lifepath FP was recommended to me when I was arranging for my partner to move into Aged Care. James advised me on various options to fund aged care. He explained everything in simple terms, was happy to answer any questions and responded promptly to emails and phone calls. He also helped with my dealings with Centrelink. I found James very understanding, easy to talk to and very professional.
We were recommended to Life Path by our solicitors. We worked closely with James Larwill over a period of time seeking a Statement of Advice covering several areas to best meet our future needs. James was always responsive and a very good listener to ensure he was well informed in developing our advice. We met with James as required and also communicated through telephone and email contact. He was always punctual, personable, flexible and well informed across so many financial areas. He was most professional in all our dealings/contact and produced a comprehensive Statement of Advice. We will continue to work with James going forward.
James gave me expert advice on the topics listed above - mainly in relation to my mother’s entry and exit of an aged care facility. He explained all the financial considerations in relation to maximising her assets and cashflow whilst minimising tax and in the ongoing management of the RAD. He has expert knowledge of the “aged care “ requirements of veterans affairs, Centrelink and care facilities. He provided expert advice and liaised with these, and other organisations, on my behalf. He is always friendly and efficient and always makes himself available to answer questions and discuss issues.
My wife and I are entering a Retirement Village and requested James to review our Financial Situation. He quickly and expertly guided us through the complicated details of the Retirement Village Contract. He impressed us with his knowledge in this area and gave us advice that will benefit our family in the future. We will certainly be recommending James and Life Path to our family and friends.
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.
Life Path Financial Planning Pty LtdSuite 4, 46 Mount Gravatt Capalaba Rd
Upper Mount Gravatt, QLD 4122
- 8:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 36
- First year providing advice 2016
- Years of experience 7
- Bachelor of Business (Accounting)
Life Path Financial Planning Pty Ltd