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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

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.

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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.

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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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Trustees of SMSFs need to be on guard as ASIC monitoring continues

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.

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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. 

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. 

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.

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