2021 A Year in Review
Taking a look back at the highlights of 2021 for Lifespan Financial Planning, and the industry, including a fabulous showreel.
For Advisers
We are for Advisers - Call 02 9252 2000 and speak with a Lifespan adviser development team member.
"Lifespan thrives on working with successful, entrepreneurial advice businesses. We are focused on supporting these advice businesses to grow and deliver quality outcomes for clients."
Eugene Ardino
CEO
The Lifespan Focus
- Privately owned, not mandated: Lifespan empowers you to pursue your entrepreneurial spirit and build and deliver your advice services the way you believe will best meet the needs of your clients.
- Approved Product List: Our approved product list is extensive, containing all major retail insurance providers and mainstream wrap administration platforms. You are able to develop the strategies and use the products that you believe deliver the best possible outcome for your clients.
- Compliance: Lifespan is a full service licensee and as such we take our compliance obligations seriously. Our goal is to ensure we continue to mitigate risk where ever possible to all firms under our licence.
- Service and Support: Lifespan provides all the traditional licensee support services expected from a larger AFSL including technical support, investment research, ongoing CPD and education solutions, competitive para-planning, supported software solutions, and more.
We work with you
Efficiency
Lifespan works with advice businesses to ensure all client and regulatory obligations are met. This is done efficiently and with minimal disruption. Advisers should expect quick turn-around of all requirements.
Collaboration
Flexible licensing solutions for your business allows you to choose the options that you want and not be tied to any prescriptive business model.
Client Experience
Lifespan strives to develop the best strategies, use quality products, implement with the clients’ best interest at the centre of everything that we do.
Listen to Lifespan Live
Insightful conversations with industry experts discussing the key issues facing advice.
The Lifespan Adviser difference
- Experience award-winning support, with the CoreData 2021 Licensee of the Year and IFA Excellence Awards 2021 Dealer Group of the Year
- Working with successful, privately-owned advice practices since 1994
- Support to build and deliver your advice services your way
- Robust and responsive compliance lies at the heart of all that we do
- Broad APL; offering the products that can deliver the best outcomes for your clients
- Community: Lifespan strives to partner with advisers to build successful outcomes for all
Latest Adviser News & Articles
Elevate your financial planning website – from electronic brochure to client engagement tool
For a financial planning practice, your website is one of your most visible and valuable marketing assets. It is arguably the most important expression of your brand. As an expression of your brand, it is key that your website engages your preferred clients with a consistent brand voice.
Aged care advice – it is time to have a solution
Aged care advice is one of those advice specialties that can present some difficulties when it comes to delivering a quality, compelling and profitable advice proposition for clients. You know that your clients will no doubt need it at some point, whether that be for themselves, their spouse, or possibly an ageing loved one, however, how do you manage that need once it arises?
