At Life Path Financial Planning, we focus on providing financial solutions for our clients and their families as they transition through the different life stages. Our offering includes strategic advice, investment planning and administration services. My primary motivation is to develop a life long relationship with my clients as their trusted adviser. As an Accredited Aged Care Financial Planner, I also help families with the transition of loved ones into Aged Care by providing advice in relation to structuring assets and income, maximising pension entitlements, minimising Government fees and maximising the end value of the estate.
Get in touch with Trent Allen