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?
Articles & News
Articles of interest and a point of View.
Lifespan is recognised as a strong industry participant and are once again finalists for Dealership of the Year in the 2021 IFA Excellence Awards.
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
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!
Recently I had the great pleasure of catching up with James McFall, Lifespan licensee, Managing Director of Yield Financial, and recent inductee to the FS Power 50, top Australian influential Financial Advisers 2021. We enjoyed a lively discussion on why a focus on your clients is central to building a successful advice practice.
Whatever option you choose, there is a misconception that the main deciding factor for choosing a licensee is always price. Advice practice principals know better than anyone, that value should always come before price. Sometimes choosing the cheapest option can be a false economy. You will often lose in other areas such as lost productivity, as you lack the support you need to thrive.
The ifa Show podcast is joined by 2021 ifa Excellence Awards finalist and CEO of Lifespan Financial Planning, Eugene Ardino.
Eugene discusses the incredible feat with host Neil Griffiths as well as an overcompliance in the advice industry just days out from more regulation coming in relation to breach reporting, hawking and information sharing which he said will cause an “explosion” in the sector.
With huge thanks to the fabulous Lifespan adviser community and team, we’re honoured to announce Lifespan Financial Planning as winners of the 2021 Core Data Licensee of the Year Award, in addition to the Large-Tier Licensee of the Year and Eugene Ardino, as winner of the Licensee Leadership Award.
The Lifespan Financial Planning 2021 National Conference was an amazing experience for all who attended. Whether virtually or in person, everyone had the opportunity to connect and grow together, which was the theme of the conference, with over 160 registered delegates participating.
In the latest podcast episode of Lifespan Live, Michael Gershkov, Lifespan National Practice Manager, has an engaging conversation with Kris Meuwissen, owner and adviser at Wealtheon, a financial planning practice based in north-western Victoria.
Kris shares his insights into how the past 12-18 months has shaped his advice business to thrive, through embracing technology, and seeking the counsel of others, to help deliver a quality advice experience for Wealtheon clients.
In 2020, COVID-19 reshaped everything for financial advisers; from the way you do business to the financial landscape. The crisis highlighted the value you can add in helping clients to navigate turbulent markets, providing reassurance, compassion and understanding.
With the market for advice shifting, 2021 is the perfect opportunity for you to take some time to reshape your business model.
After a year of challenge, advisers might be hesitant to acknowledge that 2021 might prove to be more of a mirage rather than the promised land of calm that many had hoped for.
Despite all of 2020’s trials and tribulations, the financial planning community triumphed.
2021 looms as a time in which advisers will again find themselves challenged by circumstances beyond their control, but not their capabilities. As ever, with great challenges come great opportunities.
For more than 25 years Lifespan Financial Planning has helped advisers and their clients build a better future for themselves. This is the story of Lifespan’s first quarter of a century, and its plan to grow into the future.
When John Ardino started Lifespan Financial Planning in 1994, he wanted to be independent of the big institutions which dominated the wealth management industry.
“The catalyst was the desire to have my own advice firm and to service advisers and accountants who wanted to enter the field. I wanted to control my own destiny,” he says.
There is no doubt that 2020 has been challenging, however at Lifespan we have continued to grow and support quality advice businesses, and this was recognised last Thursday night, with Eugene Ardino, Lifespan Financial Planning Chief Executive winning the Dealer Group Executive of the Year at the IFA Excellence Awards 2020.
The federal government has appointed a panel to undertake a review of the three pillars of the Australian retirement income system: the age pension, the superannuation guarantee (SG) and voluntary contributions. Here are the key issues I believe the review panel should highlight for further attention.
The federal government might have voted against a royal commission into misconduct in the banking and financial services industry 26 times but it’s making up for lost time.
This month the Senate passed the first substantive stand-alone piece of legislation relating to issues raised by the royal commission. The bill ends the payment of product commissions from fund managers, super funds, insurers and other financial product providers to financial planners and advisers.
Lifespan Financial Planning scored three gongs at the 2019 IFA Excellence Awards in Sydney last Friday, the 6th of September.
Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has thrown its financial support behind the industry’s constitutional challenge to legislation to ban grandfathered commissions and encouraged its adviser network to do the same.
Lifespan Quarterly Newsletters
Lifespan provides a variety of newsletters and financial bulletins to clients and members of the general public. To receive our bulletins and newsletters – just complete the form on this page.
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, Spring 2021
What a difference three months can make, with much of the Australian east coast recently experiencing lockdown and vaccination rates on the rise. Meanwhile the Australian stock exchange has seen recent record highs.
With the recent Super guarantee increase to 10%, it may be an opportune time to look at strategies that suit your stage of life.
Your Personal Wealth, Winter 2021
As we head into winter, it seems that it will take more than a change of season to cool down market sentiment. In Australia business and consumer confidence are at all-time highs, alongside other key economic indicators.
Your Personal Wealth, Autumn 2021
We talked previously about equity markets rallying in anticipation of the vaccine rollout and the positive impact of the gradual reopening of economies. The global vaccine rollout is now well underway.
Your Personal Wealth, Summer 2020
As we reach the close of 2020, it’s important to reflect and appreciate the resilience and strength demonstrated this year, and look forward to the
opportunity that 2021 offers all of us.