For Clients

Advice solutions that support you.

What matters most to you

At Lifespan Financial Planning, our advisers can provide you with a complete set of financial solutions and investment recommendations to better ensure your financial security. Our approach remains consultative at all times, with the end goal of setting you on the path towards financial well-being. 

Our team of professional financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike. 

The real value of advice goes beyond a simple product recommendation. A quality financial adviser works closely with clients providing them with the competence and confidence to make smart decisions with their money.

This is particularly important in times of volatile and uncertain  markets when the true value of advice is really tested. 

What we can do

Not unlike having a fitness coach, a financial adviser can work with you to help you understand and articulate your needs, personal priorities and the effects your financial decisions can have on your ability to achieve your life goals. 

Contact us today and we’ll put you in touch with a Lifespan adviser best qualified to address your needs, both now and into the future.

Lifespan Client Services

Can advice make a difference?  Whether you are looking to build wealth, protect your family and business from life’s unexpected events or seeking to maximise personal savings for your retirement, a little advice can go a very long way…

News & Articles

Challenges and opportunities for financial advisers

Challenges and opportunities for financial advisers in 2021

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.

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25 years and beyond with Lifespan Financial Planning

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.

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IFA Excellence Awards 2020

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.

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Let's Talk

Lifespan advisers can assist with tailored advice, and a genuine interest in helping you achieve your financial goals.  It’s never too late to start a plan.

Finding an Adviser

Lifespan has been providing comprehensive advice solutions to clients for over 25 years with many of our advisers having been advising clients for longer. Talk to us today about your personal financial planning requirements and we’ll arrange for a no obligation, free of charge initial consultation with a local Lifespan adviser.

Send an Enquiry