Lifespan community Australian Wealth Management Awards 2026 finalists
Huge congrats to the Lifespan advice community on being shortlisted for the upcoming Australian Wealth Management Awards 2026. Angus Taylor – Executive of the Year, Financial
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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.
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Lifespan community 2025 ifa Excellence Awards winners!
Lifespan community 2025 ifa Excellence Awards winners include Sheshan Wickramage of Wick Financial, Robert Rich of Unite Wealth, Lauren Hughson of Wealtheon, Quay Wealth Management and CDM Solutions…
Lifespan community 2025 ifa Excellence Awards finalists
Huge congratulations to our Lifespan community on being selected as finalists in record numbers in the 2025 ifa Excellence Awards. In addition to Lifespan being shortlisted
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
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.
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, Winter 2026
Despite an overwhelming news cycle in 2026, global shares have performed well. Share markets continue to rise, however significant headwinds cloud the outlook for the year. With geopolitical tensions, inflation, and Budget announcements in the headlines, we hope this edition addresses some of your concerns.
In addition to our market update, we look at small changes that can make a big difference and what to do when the world gets speed wobbles. We’ve been here before. This time, you have tools, a superannuation system, and access to advice that previous generations didn’t.
Your Personal Wealth, Autumn 2026
We’re positive about 2026 overall, with decent earnings expected. However, possible challenges include: the developed world (excluding the US) slowing; high sovereign debt levels; inflation reemerging in the US and Australia; elevated valuations; and geopolitical tensions. (Prior to the Iran conflict)
In addition to our market update, we look at the impact of interest and inflation rates, how you can make the most of superannuation in your 30s, and the difference between good and bad debt, highlighting the benefits of borrowing for wealth creation rather than consumption.
Your Personal Wealth, Summer 2025/6
We remain positive on markets but recommend active management to reduce increasing risk in portfolios. Our base case for the next 6 months is that the share market will sustain its optimism, with the odds of recession quite low. However, over the next few years, we expect market returns to be lower.
This edition we take a look at the prices of Big Macs around the world as an indicator of relative buying power, and why professional financial advice is crucial as you head towards retirement. We wrap up with an overview of the recent changes to the Aged Care system in Australia.
Your Personal Wealth, Spring 2025
In addition to our market update, we look back 20 years to see what has changed in Australia.
Needing to access some equity in your home? We examine what to look out for in reverse mortgages and the government’s alternative, the Home Equity Access Scheme.
Retirement around the corner? We wrap up with what the doctor ordered for a healthier, more active retirement.