Explore recent articles and insights

Eugene and Pierre discuss the role of a good compliance team and the importance of approaching compliance with an adviser’s mindset, to ensure quality advice outcomes.

Merging financial planning practices is a complicated business. Ensure it succeeds by considering your core beliefs, the culture of your practice and your clients’ best interests.

Anna Mirzoyan explains how recent changes to super contribution rules open up cash out recontribution strategies, and what advisers should weigh up before recommending them.

Check out the Lifespan National Conference 2022, highlight reels.

One of the many great benefits of being part of the Lifespan adviser community!

Prashant Nagarajan of Finnacle shares how financial planning firms can turn their website from an online brochure into a tool that engages their preferred clients.

Lisa Gregory outlines four ways financial advisers can build an aged care advice solution into their practice, so clients get the right support as they age.

We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2021 IFA Excellence Awards, including the coveted Dealer Group of the Year!

FS Power 50 inductee James McFall of Yield Financial Planning shares how a sharp client focus, repeatable processes, and the right technology have driven his practice’s growth.

RetireStrong’s Kellie Tesolin shares why price wasn’t the deciding factor when choosing her new licensee, and what really mattered instead.

Lifespan CEO Eugene Ardino joins The ifa Show to discuss how incoming breach reporting, hawking, and information sharing rules will add to the cost of advice for consumers.

Lifespan Financial Planning was named CoreData 2021 Licensee of the Year and Large-Tier Licensee of the Year, with CEO Eugene Ardino taking out the Licensee Leadership Award.

Kris Meuwissen of Wealtheon shares how embracing technology and seeking counsel from others has helped his financial advice business thrive.