Lifespan Financial Planning is one of Australia’s largest privately owned adviser communities, providing tailored business support, education, and compliance solutions to help advisers prioritize their clients’ needs. With a history dating back to 1994, Lifespan has established itself as a leading partner for financial advisers seeking to develop wealth creation and protection strategies for personal investors, business owners, and self-managed super funds. The company’s commitment to excellence is evident through its numerous accolades, including winning the ifa Excellence Awards Dealer Group of the Year for three consecutive years.
Recognized for its industry leadership and dedication to supporting advisers, Lifespan offers a comprehensive range of services to empower advisers in delivering client-focused financial advice. From access to mainstream wrap platforms and retail insurance providers to in-house research support and professional development opportunities, Lifespan equips advisers with the tools and resources needed to enhance their advisory services. The company’s philosophy revolves around fostering entrepreneurial spirit and enabling advisers to make informed decisions that align with their clients’ best interests.
With a strong focus on ongoing education, compliance, and client-centric solutions, Lifespan Financial Planning stands out as a trusted partner for advisers looking to navigate the complexities of the financial services industry. By offering flexible fee structures, comprehensive licensee support services, and a commitment to regulatory standards, Lifespan empowers advisers to build successful practices while staying abreast of industry trends and best practices. Through its dedication to excellence and client satisfaction, Lifespan continues to set the standard for professional financial advice in Australia.