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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
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.
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!
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.
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.
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.
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.
The Australian Prudential Regulation Authority’s recent statistics on SMSF funds showed there were 595,840 SMSFs operating in Australia, holding $712 billion in assets. The recent revelations from the banking royal commission around the lack of transparency of retail funds’ investments and their tendency to focus on profit rather than the interests of members is likely to only drive more people to set up their own funds.
Lifespan Quarterly Newsletters
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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
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.