Become a Lifespan Adviser

Become a Lifespan adviser

Lifespan believes that providing a holistic service to your clients is central to having a successful and sustainable practice.

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.

For advisers well versed in the provision of holistic advice our assistance may simply entail access to our discounted PI insurance, commission systems and robust compliance and auditing framework. For those less enabled, where it may prove difficult for smaller or specialised practices to achieve full advice capabilities without the additional support of head office and member partner firms, we are able to tailor our support services to address the specific needs in any specialised area of the financial advice process.

For these offices Lifespan’s comprehensive service offering starts with our adviser help desk, catering for technical, compliance, investment and portfolio construction queries. Lifespan also provides external investment research, software, SoA templates, practice management solutions, marketing support and resources and access to comprehensive training.

To learn more and discuss your options contact our advice development team and arrange for a confidential discussion about your future.