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
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
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
Pendulum of change is swinging to advisers in 2023
Eugene Ardino, CEO at Lifespan Financial Planning, joins ifa podcast host Maja Garaca Djurdjevic, to discuss why he believes the pendulum of change is swinging
ifa Excellence Awards winners 2022!
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
ifa Excellence Awards 2022 finalists announced this week, with the Lifespan FP advice community a strong showing, shortlisted across eleven categories.
Social media for financial advisers.
Financial advisers may have hoped that social media was a passing fad, however, it’s difficult to keep hiding behind the argument that “my clients don’t use social media”. Social media can be especially effective in generating referrals from your existing clients and in initiating conversations with the next generation. Social media facilitates online relationship marketing, with an approach that is both scalable and more efficient.
Lifespan Quarterly Newsletters
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At Lifespan we recognise that your privacy is very important – we are committed to protecting your privacy. Lifespan encourages you to review the Security and Privacy Statement and to contact us if you have any questions about data security and our services.
Your Personal Wealth, Winter 2025
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.
Your Personal Wealth, Autumn 2025
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’.
Your Personal Wealth, Summer 2024/5
The International Monetary Fund described global growth as stable but underwhelming for 2024 and 2025. Whilst commentators expect that the Trump presidency will be pro-growth within the US, the impact on global growth may be negative. Against a background of low growth and uncertainty, diversification and the ability for portfolios to react quickly to changing conditions remain important.
This edition we take a look at how you can help fight the real impact of inflation, and whether retirement confidence is the greatest gift you can give
Your Personal Wealth, Spring 2024
Those of you with an eye on the share markets will have noticed the continuing market volatility. As always, any market uncertainty highlights the importance of focusing on your end goals and having a diversified investment portfolio.
This edition we take a look at 5 psychological traps that could be harming your financial future and what you can do to help overcome them. We also highlight some of Australia’s great caravan parks.
