Support & freedom to thrive, your way.

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

Lifespan is one of Australia’s largest privately owned adviser communities. The Lifespan community includes Lifespan Financial Planning AFSL and Lifespan Partnership, our self-licensee support solution.

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 put your client’s needs first.

Lifespan Financial Planning was awarded the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards in 2024. This followed closely on the heels of winning the ifa Excellence Awards Dealer Group of the Year for the third year running in 2023, after being finalists for the previous three years. This followed success as the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and the prestigious ifa Excellence Awards Company of the Year in 2022.

This is an amazing recognition of the hard work and dedication of all of the Lifespan team and reconfirms that the support and service that we provide our adviser community continues to be valued and appreciated.

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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Latest News & Articles

Lifespan Financial Planning winners of the Australian Wealth Management Awards Best Independent Dealer Group 2024

2024 Australian Wealth Management awards winners

Lifespan Financial Planning was announced last night as winner of the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards. Lifespan adviser, Angus Taylor of Sheffield Financial Services was recognised as the Best Young Adviser of the Year.

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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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