2023 Lifespan Year in Review
2023 Lifespan Year in Review video highlights some of the fabulous achievements of our advice community. We loved sharing it with you!
Articles & News
Articles of interest and a point of View.
Keep up-to-date!
Lifespan is recognised as a strong industry participant. For the third year in a row we walked away winners of the Dealer Group of the Year and the Dealer Group Executive of the Year at the 2023 ifa Excellence Awards.
We’ve created a series of interesting articles on a range of financial services topics, presenting our point of view on what’s happening in the industry. We’ve also collected a few favourites from the broader market that may be of interest to you.
We also encourage you to listen to our podcast series, Lifespan Live which discusses the key issues facing financial services licensees, financial advisers, and their clients. You can listen here.
Adviser Articles & News
The rise of the self-licensed adviser
Curious to discover what is behind the increase in the number of self-licensed financial advisers? Tune into the latest ifa podcast with Tony Mantineo, Lifespan Partnerships and Eugene Ardino, CEO Lifespan discuss…
ifa Excellence Awards winners 2023
We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2023 ifa Excellence Awards held in Sydney, including the ifa Dealer Group of the Year, for the third consecutive year.
The Perfect Match. Finding your ideal Licensee Partner
Choosing a new licensee partner can often feel like you are on a 1980s dating show! You need to ask the right questions and get to know your potential partner before committing to what you hope will be a happy and content, long-term relationship.
Lifespan finalists in ifa Excellence Awards 2023
Huge congratulations to all those finalists short-listed for the ifa Excellence Awards this year, with a record 21 from the Lifespan community. It’s a great recognition
Lifespan Investment Series – Episode 2
You’re invited to watch an informative discussion of all the goings on in the market in Episode 2, August 2023, of the Lifespan Investment Series
Established your own AFSL? Now what
You can listen to the podcast here https://lifespanfp.com.au/for-advisers/podcasts/ Increasing regulation of financial services has seen a trend of practices seeking to become self-licensed through getting their
Lifespan Investment Series Launch
Lifespan Financial Planning is proud to announce the recent launch of the Lifespan Investment Series – Episode 1. These videos will be available quarterly and
Pendulum of change is swinging to advisers in 2023
Eugene Ardino, CEO at Lifespan Financial Planning, joins ifa podcast host Maja Garaca Djurdjevic, to discuss why he believes the pendulum of change is swinging
ifa Excellence Awards winners 2022!
STOP THE PRESS!!! We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2022 IFA Excellence Awards
ifa Excellence Awards 2022 Finalists Announced
ifa Excellence Awards 2022 finalists announced this week, with the Lifespan FP advice community a strong showing, shortlisted across eleven categories.
Social media for financial advisers.
Financial advisers may have hoped that social media was a passing fad, however, it’s difficult to keep hiding behind the argument that “my clients don’t use social media”. Social media can be especially effective in generating referrals from your existing clients and in initiating conversations with the next generation. Social media facilitates online relationship marketing, with an approach that is both scalable and more efficient.
Avatars in action – helping advisers engage with preferred clients
Successful advisers understand that marketing is about developing meaningful conversations with their preferred clients (and referral sources). So, what makes a conversation meaningful? How do
Lifespan Invest digital investing and education solution to address the ‘advice gap’
Announcing the launch of our digital investing solution, Lifespan Invest, as a means of reaching the mass market of Australians priced out of receiving personal advice.
Can you be your own business coach?
Running your own financial planning advice practice means you need to be a confident business owner. Can you also be your own business coach?
An open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice community
With the Federal Election rapidly approaching, Eugene Ardino highlights the issues that continue to plague the financial advice community in an open letter to Anthony Albanese and Scott Morrison…
Lifespan Quarterly Newsletters
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Your Personal Wealth, Autumn 2024
On the economic front, while there is still some talk about the possibility of a global recession, the International Monetary Fund (IMF) has stated that risks to global growth are broadly balanced. Australia’s position has been strengthened by record population growth through overseas migration in 2023.
In this edition we also explore some tips to enjoy your days in retirement, and visit house-sitting as an opportunity to see the world, and save!
Your Personal Wealth, Summer 2023/4
Uncertainty leads to market volatility, and also opportunity, and it certainly has been a volatile time for investment returns. Fears of a US recession have increased as advanced economies have experienced a pronounced slowdown in growth. Yet the US economy has been surprisingly resilient.
Join us as we take a look at the paradox of Australian financial markets, and ponder balancing enjoying today while investing for tomorrow, together with timely strategies for surviving the post-Christmas sales.
Your Personal Wealth, Spring 2023
Global markets seem to defy economic reality as the share markets appeared to have been buoyed by consumer spending.
We’re still on uncertain ground as some analysts expect a soft landing whilst others feel this stance may be overly optimistic. Uncertainty leads to market volatility, and also opportunity.
Your Personal Wealth, Winter 2023
After a brief respite on interest rate rises, May saw the Reserve
Bank (RBA) lift one more time. With only one of the four big banks
predicting the RBAs move correctly, this again highlights the folly of
trying to second guess the markets instead of steering a course and
staying the course when it comes to financial planning.
This quarter we discuss the Uncertain economic times we are in, look at how you can travel the High confidence road to retirement, and Money lessons for kids.
