Brad Monk Email & Phone Number

Brisbane Area, Australia Financial Services

At LifePath Financial Planning, we focus on providing financial solutions for our clients and their families as they transition through different life stages. Our offering includes strategic advice, investment planning and administration services. My drive and experience means that today I have a significant understanding of retirement planning, lifestyle management, insurance, superannuation and Centrelink issues.I also specialise in providing financial advice to people who… Show more At LifePath Financial Planning, we focus on providing financial solutions for our clients and their families as they transition through different life stages. Our offering includes strategic advice, investment planning and administration services. My drive and experience means that today I have a significant understanding of retirement planning, lifestyle management, insurance, superannuation and Centrelink issues.I also specialise in providing financial advice to people who have family members moving into aged care facilities. Aged care is a complicated area and is compounded by the emotional aspect of the situation.Life Path has also been involved in workshops, teaching the industry the benefits of seeking specialist Aged Care advice.Areas within Aged Care that I can help are –• Discussing RADs & DAPs and evaluating the best payment method for affordability and meeting the cost of care• Calculating the Means Tested Fee for Residents• Maximise Estate Assets for family beneficiaries• Ensuring Government Income payments are maximised• Helping clients with the complicated Centrelink forms and process• Estate Planning• But most importantly - giving the families peace of mind to be able to make an informed decisonOn a personal note, I was raised in Queensland and spent eight years in Port Moresby, Papua New Guinea. Today I live in Redland City with my wife and four children. Apart from spending time with them, I enjoy reading, investing, camping and I’m a dedicated Brisbane Lions supporter (even through the hard years). Show less

I have been a financial adviser with Whittaker Macnaught since 2004. My career in financial services began in 1997 with Colonial Mutual where I worked in a variety of roles including loans management and financial planning. I then moved to the Commonwealth Bank of Australia where I received recognition as one of their top achieving financial advisers. Since joining Whittaker Macnaught, I have proudly received several awards including Adviser of the Year.