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.
With the Federal Election rapidly approaching, Eugene Ardino highlights the issues that continue to plague the financial advice community in an open letter to Anthony Albanese and Scott Morrison…
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.
This article also appeared in Money Management. The recent changes introduced to superannuation contribution rules provide increased opportunities for cash out recontribution strategies. While the
Check out the Lifespan National Conference 2022, highlight reels.
One of the many great benefits of being part of the Lifespan adviser community!
Taking a look back at the highlights of 2021 for Lifespan Financial Planning, and the industry, including a fabulous showreel.
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 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?
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.
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The good news is the Omicron wave looks to have peaked in Australia and the negative impacts were less than predicted. Hopefully, as lockdowns end the shift back to services will help reduce inflationary pressures.
As we reach the close of 2021, it is important to reflect and appreciate the resilience demonstrated over the past couple of years, and look forward with anticipation to 2022.
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.
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.
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