“Free to do more of what we want, when we want, and to share it with those we love. Free to live with passion, with generosity, with gratitude and with people in mind. This is financial freedom. It’s not an amount of money; it’s a state of mind.”
Tony Robbins
Downloads and Helpful links
- Tools and Resources
- Budget Planner
- Glossary of Financial Terms
- How Super Works
- Find Unclaimed Money
- Financial Advice Association Australia
- ASIC
- ASX
- Lifespan Client Articles & News
- Lifespan Financial Calculators
Please reach out to Jane if you would like any further information or advice…
Learn how we provide professional advice and solutions to our clients…
First Meeting
Build Client Profile
We schedule a meeting to get to know each other and to learn about your goals and objectives.
We complete a profile of your personal and financial goals. We develop a clear picture of your situation including budget. We discuss our services and make the costs involved clear.
Agreeing on a Service
Preparing and Presenting Advice
Once you agree to work with us, we prepare your specific advice. We analyse possible strategies and potential products and prepare our recommendations for your review.
We present our advice in a Statement of Advice (SoA) or Record of Advice (RoA) document and answer your questions to ensure you understand and are comfortable with our advice.
Implementation
Ongoing Advice
Once we have your permission to proceed, we begin implementing the agreed strategy, placing your investments and making recommended changes.
We review your advice via an Ongoing Advice Agreement, making changes to your strategy as required.