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 were awarded the 2022 ifa Excellence Awards Company of the Year in 2022. This followed success as 2021 CoreData Licensee of the Year and Licensee Leadership Award, and back-to-back Dealer Group of the Year in the ifa Excellence Awards in 2022 and 2021, after being a finalist in 2015 and 2018-2020. This is 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:
Insightful conversations with industry experts discussing the key issues facing advice.
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.
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
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
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:
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Call:
(02) 9252 2000
Fax:
(02) 9252 2330
Sydney Office:
Suite 4, Level 24, 1 Market St, Sydney NSW 2000 Australia
Post:
PO Box Q1917, Queen Victoria Building. Sydney NSW 1230