Security, growth & understanding

Contact us today on 02 9252 2000 for a no obligation discussion, and experience the Lifespan difference

Lifespan Financial Planning remains one of Australia’s largest privately owned adviser networks, with no ownership links whatsoever to any of the banks, fund managers or insurance providers.

Lifespan strives to partner with advisers and advice firms to build successful businesses through the provision of quality tailored services and support, financial products and education.

For Clients

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

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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Growing your financial advice practice in 2021

In 2020, COVID-19 reshaped everything for financial advisers; from the way you do business to the financial landscape. The crisis highlighted the value you can add in helping clients to navigate turbulent markets, providing reassurance, compassion and understanding.
With the market for advice shifting, 2021 is the perfect opportunity for you to take some time to reshape your business model.

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The Lifespan Difference

Lifespan’s success is founded on a practical and friendly working partnership with advisers which is characterised by a strong service and support culture. Lifespan is large enough to provide the full range of services you would expect from a reputable licensee, yet dynamic and open enough to meet advisers’ individual expectations.

Lifespan strives to be a partner of choice working with advisers to build successful businesses through the provision of quality tailored services and support, financial products and education.

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