Security, growth & understanding

Contact us today on 02 9252 2000 for a no obligation discussion, and experience the Lifespan difference

Lifespan Financial Planning remains one of Australia’s largest privately owned adviser networks, with no ownership links whatsoever to any of the banks, fund managers or insurance providers.

Lifespan strives to partner with advisers and advice firms to build successful businesses through the provision of quality tailored services and support, financial products and education.

For Clients

Our financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike.

When you work with a Lifespan adviser we take the time to appreciate your personal and financial objectives. Our advisers help you understand your many options, the possible consequences of your choices, you to assist you in making informed financial decisions.

Whether you are seeking insurance advice, running a business or looking for the right path to a secure retirement, make sure you explore your options in detail through one of our client service solutions:

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Latest News & Articles

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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More Australians seek understanding on early access to their superannuation

As individuals get closer to retirement, many are seeking further advice to help them better understand the circumstances required to allow them to access their superannuation savings, often with the desire to access their super at an earlier age.
Many consumers often don’t understand the rules and conditions necessary to allow for the release of their super savings.

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Government needs to increase access to advice, not reduce it

The release of ASIC’s Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional financial advice, 89% intend to get advice again in the future.

The report also revealed that almost four times as many Australians who received advice in the past 12 months had a ‘great deal of trust’ in their advisers compared to those people who had not received advice recently.

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The Lifespan Difference

Lifespan’s success is founded on a practical and friendly working partnership with advisers which is characterised by a strong service and support culture. Lifespan is large enough to provide the full range of services you would expect from a reputable licensee, yet dynamic and open enough to meet advisers’ individual expectations.

Lifespan strives to be a partner of choice working with advisers to build successful businesses through the provision of quality tailored services and support, financial products and education.

  • A broad choice of industry leading product solutions
  • A responsive and robust compliance framework
  • An ability for adviser to develop their brand and their services in a supportive framework
  • A dedicated in-house research manager
  • Access to the best solutions for you and your clients, whatever their individual needs
  • Assistance in maximising your personal and business potential

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