WHAT WE DO
Lifepath Advisers' specialisation is Self Managed Super advice.
We currently offer our clients a range of portfolios and strategies, to accommodate their varying needs and different tolerances to risk. The portfolios that our current clients hold have a proven track record which can help to create a feeling of greater comfort for new investors. We also emphasise to clients that a Self Managed Super Fund can play a major part in successful retirement planning.
Lifepath Advisers also provide advice in the following areas:
- Wealth Accumulation
- Retirement & Redundancy Planning
- Income & Asset Protection
- Estate Planning
- Tax Strategies
- Social Security
- Superannuation
- Debt Management
Lifepath Advisers provide advice and deal in the following financial products:
- Basic Deposit Products
- Life Products - Life Risk Insurance Products
- Non-basic Deposit Products
- Managed Investment Schemes, including Investor Directed
- Non-cash Payment Products
- Portfolio Services (IDPS)
- Derivatives
- Retirement Savings Account Products
- Government Debentures, Stocks or Bonds
- Securities and Superannuation
- Life Products - Investment Life Insurance
"I value Gavin's caring, client-centred approach, his independent business structure and his comprehensive knowledge base and feel sure that he will remain as my long-term adviser."
Dallas Fell
