Security, growth and understanding
Lifespan Financial Planning was founded by John Ardino in 1994, and has retained its autonomy since that time and is not owned by a bank, fund manager, or insurance company.
Lifespan remains one of Australia’s largest non-bank owned adviser networks and has no ownership links whatsoever with any of the financial institutions which control about 85% of the advice market. Lifespan is 100% privately owned and is free of the vested interests and pressures associated with having institutional parents or shareholders.
Lifespan Financial Planning is a Professional Partner of the Financial Planning Association of Australia (FPA) and a member of AIOFP (the Association of Independently Owned Financial Professionals).
Lifespan is delighted to announce that we have recently been selected as a finalist for the Dealership of the Year in the IFA Excellence Awards for 2015.
Lifespan prides itself in giving clients access to friendly, comprehensive support and advice services featuring:
- A broad choice of industry leading product solutions
- A responsive and robust compliance framework
- Access to the best solutions for clients, whatever your individual needs
Lifespan Financial Planning has a substantial network of over 140 authorised representatives in over 110 offices located throughout Australia, for which the company provides wide-ranging licensee services. Our team of financial advisers are committed to developing wealth creation strategies for personal investors, business people and self managed super funds.
Lifespan believes that providing clients with access to holistic and comprehensive services is central to successful client outcomes and the achievement of their individual personal and financial goals. To facilitate the realisation of this philosophy, Lifespan offers access to a suite of support services and strategy expertise including, financial planning and risk advice specialists, SMSF establishment and auditing expertise, legal (wills, trusts and buy/sell agreements), and mortgage brokerage and leasing services.
Our wealth creation and wealth protection strategies encompass the following areas:
- Investment Advice
- Risk Management & Personal Insurance
- Employer Superannuation
- Self-Managed Superannuation
- Asset Protection
- Gearing and Equity Advice
- Finance and leasing
For a confidential discussion with your local Lifespan adviser, why not contact us and begin your path to financial freedom?