Lifespan community Australian Wealth Management Awards 2026 finalists
Huge congrats to the Lifespan advice community on being shortlisted for the upcoming Australian Wealth Management Awards 2026. Angus Taylor – Executive of the Year, Financial
Articles & News
Articles of interest and a point of View.
Keep up-to-date!
Lifespan is recognised as a strong industry participant, awarded the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards in 2024. This followed closely on the heels of winning the ifa Excellence Awards Dealer Group of the Year for the third year running in 2023, after being finalists for the previous three years. We were also honoured to have been recognised as the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and winning the prestigious ifa Excellence Awards Company of the Year in 2022.
We’ve created a series of interesting articles on a range of financial services topics, presenting our point of view on what’s happening in the industry. We’ve also collected a few favourites from the broader market that may be of interest to you.
We also encourage you to listen to our podcast series, Lifespan Live which discusses the key issues facing financial services licensees, financial advisers, and their clients. You can listen here.
Adviser Articles & News
Lifespan community 2025 ifa Excellence Awards winners!
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…
Lifespan community 2025 ifa Excellence Awards finalists
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
2025 Australian Wealth Management Awards winners
Lifespan CEO, Eugene Ardino, announced it was an honour to win the Executive of the Year – Dealer Group at the 2025 Australian Wealth Management
We’re optimistic about the future of financial advice
Lifespan Financial Planning CEO, Eugene Ardino joined The ifa Show, host Keith Ford, in this latest edition of The ifa Show podcast to discuss some
2024 ifa Excellence Awards winners
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.
Lifespan FP 30 Years of supporting advisers
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.
2024 Australian Wealth Management awards winners
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.
2023 Lifespan Year in Review
2023 Lifespan Year in Review video highlights some of the fabulous achievements of our advice community. We loved sharing it with you!
The rise of the self-licensed adviser
Curious to discover what is behind the increase in the number of self-licensed financial advisers? Tune into the latest ifa podcast with Tony Mantineo, Lifespan Partnerships and Eugene Ardino, CEO Lifespan discuss…
ifa Excellence Awards winners 2023
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.
The Perfect Match. Finding your ideal Licensee Partner
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.
Lifespan finalists in ifa Excellence Awards 2023
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
Lifespan Investment Series – Episode 2
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
Established your own AFSL? Now what
You can listen to the podcast here https://lifespanfp.com.au/for-advisers/podcasts/ Increasing regulation of financial services has seen a trend of practices seeking to become self-licensed through getting their
Lifespan Investment Series Launch
Lifespan Financial Planning is proud to announce the recent launch of the Lifespan Investment Series – Episode 1. These videos will be available quarterly and
Lifespan Quarterly Newsletters
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Your Personal Wealth, Winter 2026
Despite an overwhelming news cycle in 2026, global shares have performed well. Share markets continue to rise, however significant headwinds cloud the outlook for the year. With geopolitical tensions, inflation, and Budget announcements in the headlines, we hope this edition addresses some of your concerns.
In addition to our market update, we look at small changes that can make a big difference and what to do when the world gets speed wobbles. We’ve been here before. This time, you have tools, a superannuation system, and access to advice that previous generations didn’t.
Your Personal Wealth, Autumn 2026
We’re positive about 2026 overall, with decent earnings expected. However, possible challenges include: the developed world (excluding the US) slowing; high sovereign debt levels; inflation reemerging in the US and Australia; elevated valuations; and geopolitical tensions. (Prior to the Iran conflict)
In addition to our market update, we look at the impact of interest and inflation rates, how you can make the most of superannuation in your 30s, and the difference between good and bad debt, highlighting the benefits of borrowing for wealth creation rather than consumption.
Your Personal Wealth, Summer 2025/6
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.
Your Personal Wealth, Spring 2025
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.