Client Articles & News

Experience the Lifespan difference.

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

Lifespan Financial Planning winners of the Australian Wealth Management Awards Best Independent Dealer Group 2024

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.

Read More »

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.

Read More »

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.

Read More »
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.

Read More »

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.

Read More »

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.

Read More »

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. 

Winter edition Your Personal Wealth Lifespan

Your Personal Wealth, Winter 2023

Those of you with an eye on the share markets will have seen its recovery to all-time highs by mid-May after a short dip in April. As always, any market uncertainty highlights the importance of diversifying your investments.

This edition looks at what is included in a ‘comfortable retirement’ and what it costs (according to the Association of Superannuation Funds of Australia). We bust some retirement spending myths and look at what steps you can take if you think you may have been scammed.

Your Personal Wealth, Autumn 2024

On the economic front, while there is still some talk about the possibility of a global recession, the International Monetary Fund (IMF) has stated that risks to global growth are broadly balanced. Australia’s position has been strengthened by record population growth through overseas migration in 2023.

In this edition we also explore some tips to enjoy your days in retirement, and visit house-sitting as an opportunity to see the world, and save!

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. 

Subscribe Today