About

“Develop the best strategies, use quality products…

Implement with the clients’ best interest at the centre of everything that we do”

 

Lifespan Financial Planning was founded by John Ardino in 1994, and has retained its autonomy since that time. Lifespan is not owned by a bank, fund manager, or insurance company.

We remain one of Australia’s largest privately owned adviser networks with no ownership links whatsoever with any of the financial institutions which control about 85% of the advice market. Lifespan remains free from the vested interests and pressures associated with having institutional parents or shareholders.

Lifespan Financial Planning has a substantial network of more than 180 authorised representatives in over 120 offices located throughout Australia, for which the company provides wide-ranging licensee services. Our team of financial advisers is committed to developing wealth creation strategies for personal investors, business people and self managed super funds.

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 was also a recent finalist for the Dealer Group of the Year awards in the IFA Excellence Awards for 2018 and 2015.

We pride ourselves on 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 their individual needs

We believe 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, we offer 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 and 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?

 

**Lifespan does not purport to be “Independent” as defined under s923A of the Corps Act.  As a long established financial planning licensee Lifespan does receive some insurance commissions on behalf of select advisers, and also some product rebates.