James Larwill

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.

I first met James a few years ago and he worked out a process that allowed me to be able to enjoy some of life’s niceties while paying down some debt.

I’ve recently met with James to discuss retirement options and while it would be nice to retire tomorrow, James made a pretty convincing case for continuing to work for a while longer. If the plan is half as successful as the plan he developed a few years ago - it will be beneficial to me.

James has provided fantastic support to me while navigating the complex Aged Care transition from home to centre based care for my mother who suffers from dementia. His in-depth knowledge of all things finance, has certainly made the transition for Mum seamless and eased my stress enormously. I have been extremely grateful for his guidance, support and his friendly professionalism during this time. I would recommend Lifepath to anyone looking for these services as the whole team are friendly and professional.

James gave us advice on the topics in relation to mum entering a care facilities .He explain all the financial needs in relation to her assets & cashflow and management of the RAD. James has a excellent knowledge of age care for veterans affairs, also Centrelink and age care.