James Larwill

We have known James for 6 years while we have been with Life Path Financial Planning.

His knowledge has assisted us to retire comfortably in the time frame that I originally proposed, and currently we see James twice each year to keep abreast of any changes that may require any adjustment to the original plan.

We find him to be very knowledgeable with both the properties we have owned, as well as our Superannuation recommendations.

When Mum needed to go into Aged Care James was excellent at sorting out the whole financial situation. How to pay for Mum’s care, setting up an annuity and ongoing monitoring of the aged care costs. I can’t list all the ways he supported me and my Mum. Even now that Mum has died James is still helping me wrap up her estate. He has given great advice, responds promptly and has been a godsend. I’m very grateful to him for his care, understanding and expertise. I would highly recommend him.

We have been under James's guidance now for almost 5 years. His knowledge in navigating the enormous task of Aged Care and Centrelink has made the journey for my parents to Aged Care so much easier. Whenever I have a query about anything he is quick to respond and follow up the query until the problem is solved in a professional manner. I would highly recommend James to anyone needing help. Thanks James for everything.

Because of language barrier and complicated procedures, James helped us to understand things better and achieve our goals to sort out our superannuation and pension. We recommend Life Path to others. Thanks James and Admin staff.