2025 Australian Wealth Management Awards winners
Lifespan CEO, Eugene Ardino, announced it was an honour to win the Executive of the Year – Dealer Group at the 2025 Australian Wealth Management
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Lifespan's articles and News
These articles and newsletters may give you a better perspective on your situation – they may also generate some thoughts and questions about what you may need to put in place today, in order to guarantee tomorrow.
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.
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.
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
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
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.
Why the interest in index funds?
An index fund is a type of mutual fund or exchange-traded fund (ETF) with a portfolio constructed to match or track the components of a financial market index, such as the S&P/ASX 200
What is money really?
In economically stable times it’s easy to think of currency and real money as the same thing. We reveal the difference between the two.
Lifespan Invest digital investing and education solution to address the ‘advice gap’
Announcing the launch of our digital investing solution, Lifespan Invest, as a means of reaching the mass market of Australians priced out of receiving personal advice.
2021 A Year in Review
Taking a look back at the highlights of 2021 for Lifespan Financial Planning, and the industry, including a fabulous showreel.
ifa Excellence Awards 2021 Dealer Group of the Year
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!
Winners of CoreData 2021 Licensee of the Year
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.
Lifespan Quarterly Newsletters
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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.
