Articles & News

Articles of interest and a point of View.

Keep up-to-date!

Lifespan is recognised as a strong industry participant. For the third year in a row we walked away winners of the Dealer Group of the Year and the Dealer Group Executive of the Year at the 2023 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

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.

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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

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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.

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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, Summer 2023/4

Uncertainty leads to market volatility, and also opportunity, and it certainly has been a volatile time for investment returns. Fears of a US recession have increased as advanced economies have experienced a pronounced slowdown in growth. Yet the US economy has been surprisingly resilient.

Join us as we take a look at the paradox of Australian financial markets, and ponder balancing enjoying today while investing for tomorrow, together with timely strategies for surviving the post-Christmas sales.

Your Personal Wealth, Spring 2023

Global markets seem to defy economic reality as the share markets appeared to have been buoyed by consumer spending.

We’re still on uncertain ground as some analysts expect a soft landing whilst others feel this stance may be overly optimistic. Uncertainty leads to market volatility, and also opportunity.

Your Personal Wealth, Winter 2023

After a brief respite on interest rate rises, May saw the Reserve
Bank (RBA) lift one more time. With only one of the four big banks
predicting the RBAs move correctly, this again highlights the folly of
trying to second guess the markets instead of steering a course and
staying the course when it comes to financial planning.

This quarter we discuss the Uncertain economic times we are in, look at how you can travel the High confidence road to retirement, and Money lessons for kids. 

Your Personal Wealth, Autumn 2023

Quality financial advice will give you confidence that your investments are well looked after, despite a potentially bumpy road ahead.

In addition to our investment market outlook, we look at why the Reserve Bank is obsessed with inflation, and the impact of the rising cost of living and market uncertainty on retirement expectations. To wrap up, we look at seven productivity tips from billionaires, to help you work smarter.

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