For Clients

Advice solutions that support you.

What matters most to you

At Lifespan Financial Planning, our advisers can provide you with a complete set of financial solutions and investment recommendations to better ensure your financial security. Our approach remains consultative at all times, with the end goal of setting you on the path towards financial well-being. 

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

The real value of advice goes beyond a simple product recommendation. Clients need to look beyond pure dollars and cents and weigh the costs of advice against the peace of mind, discipline, structure, and greater certainty of a secure financial future when assessing the true value of advice. This is particularly relevant in times of volatile and uncertain  markets when the true value of advice is really tested. 

What we can do

Not unlike having a fitness coach, a financial adviser can work with you to help you understand and articulate your needs and your personal priorities and the effects your financial decisions can have on your ability to achieve your life goals. 

We believe that the true value of advice is derived from working with clients on their personal goals (both short and longer term) and assisting them in working through some of the competing complexities of all that life can throw at you. 

Contact us today and we’ll put you in touch with a Lifespan adviser best qualified to address your needs, both now and into the future.

Lifespan Client Services

Can advice make a difference?  Whether looking to build wealth, protect your family and business from life’s unexpected events or seeking to maximise personal savings for your retirement, a little advice can go a very long way…

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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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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Let's Talk

Lifespan advisers can assist with the right measure of information, tailored advice, and a genuine interest in helping you achieve your financial goals. Putting in the time to develop the right strategy, at any stage, has the potential to greatly enhance your situation both now and for the longer term. It’s never too late to start a plan.

Finding an Adviser

Lifespan has been providing comprehensive advice solutions to clients for over 25 years with many of our advisers having been in public practice for longer. Talk to us today about your personal financial planning requirements and we’ll arrange for a no obligation, free of charge initial consultation with a local Lifespan adviser.

Send an Enquiry