Support & freedom to thrive, your way.

Contact us today on 02 9252 2000 to discover how you can join the Lifespan community

Lifespan Financial Planning are one of Australia’s largest privately owned adviser communities. We’re here to help you.

We understand your advice business and how to support you to get the most out of it. Delivering tailored business support, education, and a robust and reasonable compliance approach, that helps you puts your client’s needs first.

Our financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike.

When you work with a Lifespan adviser we take the time to appreciate your personal and financial objectives. Our advisers help you understand your many options, the possible consequences of your choices, you to assist you in making informed financial decisions.

Whether you are seeking insurance advice, running a business or looking for the right path to a secure retirement, make sure you explore your options in detail through one of our client service solutions:

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Insightful conversations with industry experts discussing the key issues facing advice.

Latest News & Articles

Winners of CoreData 2021 Licensee of the Year

With huge thanks to the fabulous Lifespan adviser community and team, we’re honoured to announce Lifespan Financial Planning as winners of the 2021 Core Data Licensee of the Year Award, in addition to the Large-Tier Licensee of the Year and Eugene Ardino, as winner of the Licensee Leadership Award.

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Connect and grow 2021 Lifespan National Conference

The Lifespan Financial Planning 2021 National Conference was an amazing experience for all who attended. Whether virtually or in person, everyone had the opportunity to connect and grow together, which was the theme of the conference, with over 160 registered delegates participating.

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Building a thriving financial advice business

In the latest podcast episode of Lifespan Live, Michael Gershkov, Lifespan National Practice Manager, has an engaging conversation with Kris Meuwissen, owner and adviser at Wealtheon, a financial planning practice based in north-western Victoria.

Kris shares his insights into how the past 12-18 months has shaped his advice business to thrive, through embracing technology, and seeking the counsel of others, to help deliver a quality advice experience for Wealtheon clients.

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Thrive with a supportive community

Lifespan is a leading community of professional, client-focused financial advisers. Since 1994, we have grown to become one of Australia’s largest privately owned advice communities, delivering the flexibility to choose the right solutions for your business and your clients, and on-call support when you need it.

We believe in making every aspect of running your advice business:

  • Simpler – by sharing the burden of ongoing regulatory change, with robust and reasonable processes
  • More flexible – the option to tailor your service levels to your business needs
  • More certain – with the reassurance of knowing we’re here for the long-term.

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