These articles and newsletters may give you a better perspective on your situation – they may also generate some thoughts and questions about what you may need to put in place today, in order to guarantee tomorrow.
Lifespan community 2025 ifa Excellence Awards winners include Sheshan Wickramage of Wick Financial, Robert Rich of Unite Wealth, Lauren Hughson of Wealtheon, Quay Wealth Management and CDM Solutions…
Huge congratulations to our Lifespan community on being selected as finalists in record numbers in the 2025 ifa Excellence Awards. In addition to Lifespan being shortlisted
Lifespan CEO, Eugene Ardino, announced it was an honour to win the Executive of the Year – Dealer Group at the 2025 Australian Wealth Management
Huge congratulations to those in the Lifespan advice community shortlisted as finalists for the 2024 ifa Excellence Awards 2024. A huge thank you to our Lifespan team and the Lifespan advice community as we are shortlisted as Dealer Group of the Year finalists for the seventh consecutive year.
This year, Lifespan is marking a significant milestone, celebrating 30 years of supporting advisers to build sustainable advice businesses. Eugene Ardino, Lifespan CEO, and his father, John Ardino, founder and Chairman of Lifespan, reflect and discuss where to from here.
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.
We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2023 ifa Excellence Awards held in Sydney, including the ifa Dealer Group of the Year, for the third consecutive year.
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 Financial Planning is proud to announce the recent launch of the Lifespan Investment Series – Episode 1. These videos will be available quarterly and
STOP THE PRESS!!! We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2022 IFA Excellence Awards
ifa Excellence Awards 2022 finalists announced this week, with the Lifespan FP advice community a strong showing, shortlisted across eleven categories.
An index fund is a type of mutual fund or exchange-traded fund (ETF) with a portfolio constructed to match or track the components of a financial market index, such as the S&P/ASX 200
In economically stable times it’s easy to think of currency and real money as the same thing. We reveal the difference between the two.
Announcing the launch of our digital investing solution, Lifespan Invest, as a means of reaching the mass market of Australians priced out of receiving personal advice.
Taking a look back at the highlights of 2021 for Lifespan Financial Planning, and the industry, including a fabulous showreel.
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We remain positive on markets but recommend active management to reduce increasing risk in portfolios. Our base case for the next 6 months is that the share market will sustain its optimism, with the odds of recession quite low. However, over the next few years, we expect market returns to be lower.
This edition we take a look at the prices of Big Macs around the world as an indicator of relative buying power, and why professional financial advice is crucial as you head towards retirement. We wrap up with an overview of the recent changes to the Aged Care system in Australia.
In addition to our market update, we look back 20 years to see what has changed in Australia.
Needing to access some equity in your home? We examine what to look out for in reverse mortgages and the government’s alternative, the Home Equity Access Scheme.
Retirement around the corner? We wrap up with what the doctor ordered for a healthier, more active retirement.
Uncertainty weighs on markets in 2025 creating opportunities for active managers. The key is to remain invested. While short-term volatility can be uncomfortable, maintaining a long-term perspective and diversified approach remains the best strategy for most investors.
In this edition, we look at the consequences of recent rate cut relief, the impact of uncertainty weighing on the markets, whether going green in your investment portfolio is smart, or trendy (or both!), and wrap up with a handy retirement planning checklist.
In February 2025, the Reserve Bank of Australia (RBA) cut rates for the first time in 5 years and in this edition we look at what this could mean for you.
As we head into Autumn, Trump has surprised the world with the speed of implementation of his agenda. Following an excellent year for investors, while there are considerable uncertainties for 2025, the key is to remain invested. While short-term volatility can be uncomfortable, maintaining a long-term perspective and diversified approach remains the best strategy for most investors.
We also take a look at what happens to your super if life gets in the way, and 5 great tips to thrive in ‘unretirement’.