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.
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.
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.
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
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 Financial Planning is proud to announce the recent launch of the Lifespan Investment Series – Episode 1. These videos will be available quarterly and
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 this week, with the Lifespan FP advice community a strong showing, shortlisted across eleven categories.
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
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.
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.
Taking a look back at the highlights of 2021 for Lifespan Financial Planning, and the industry, including a fabulous showreel.
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.
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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.
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!
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.
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.
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