Support & freedom to thrive, your way.
At Lifespan Financial Planning, we're dedicated to providing a supportive community for financial advisers and their clients. Our goal is to empower individuals and businesses to thrive, achieving their financial objectives through tailored wealth creation and wealth protection strategies.
Our Services
Our expert financial advisers provide a comprehensive range of services designed to meet the unique needs of personal investors, business owners, and self-managed super funds. Our services include:
- Financial Planning: Expert guidance on creating a personalized financial plan tailored to your goals and objectives.
- Superannuation (including SMSF): Strategic advice on superannuation and self-managed super funds to help you achieve financial security.
- Personal Insurance: Protection strategies to safeguard your financial well-being and that of your loved ones.
- Investments: Expert investment advice to help you grow your wealth and achieve your long-term goals.
- Lifespan Invest: A managed discretionary account and managed portfolio service designed to simplify your investment management.
- Retirement: Comprehensive planning and guidance to help you achieve a secure and comfortable retirement.
- Mortgages and Lending: Expert advice on mortgage and lending solutions to help you achieve your property goals.
Our Community
As one of Australia's largest privately-owned adviser communities, we're committed to providing a supportive environment for our advisers and their clients. Our community is built on the principles of simplicity, flexibility, and certainty, ensuring that our advisers have the freedom to focus on what matters most - delivering exceptional service to their clients.
Our Values
At Lifespan Financial Planning, we're dedicated to making every aspect of running an advice business simpler, more flexible, and more certain. We believe in empowering our advisers to thrive, providing them with the tools, resources, and support they need to succeed. Our values are centered around delivering exceptional service, building strong relationships, and fostering a supportive community.
Our Awards and Recognition
We're proud to have received numerous awards and recognition for our commitment to excellence in the financial services industry. These include the ifa Excellence Awards Dealer Group of the Year (2023, 2022, and 2021), CoreData Licensee of the Year (2021), and ifa Excellence Awards Company of the Year (2022).
Professionalism and Expertise
Chris Lau is highly praised by his clients for his exceptional advice, expertise, and professionalism. Both Merryn Castle and Karol Sztekiel have worked with Chris during significant financial decisions, and they have been impressed with the quality of his advice. Chris has provided valuable insights on investments, superannuation, income generation, and mortgage brokering, helping his clients to secure their financial futures.
Communication and Support
Chris is not only knowledgeable but also approachable and supportive. Merryn Castle, who was going through a difficult time after the loss of her husband, appreciated Chris' calm, positive, and reassuring manner, which provided her with the emotional support she needed. Karol Sztekiel has also praised Chris for his patience and willingness to answer questions and provide critical advice throughout the loan application process.
Reviews
Both reviews are glowing, with both clients giving Chris 5-star ratings. They have separately highlighted his exceptional professionalism, expertise, and communication skills. They have also praised Chris for his ability to provide valuable advice and support during challenging times.
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