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Hi voornaam,  

Managing change without unnecessary risk.

Let’s face it, taking the leap to operating your own AFSL and moving away from the comfort and security of your current licensee can be daunting.

What if you could have all the security and certainty of a large licensee partner whilst still maintaining the control and autonomy that is so important when you are self-licensed?

The dealer group landscape continues to be in constant flux, with mergers and acquisitions resulting in continued uncertainty for advisers. It has never been more important to seek a partner aligned with the right values, support, and resources to support your growth and success. You need a partner who is there for the long haul and treats you with the care and respect you deserve.

Stability, community, and culture
At Lifespan Partnership, we are backed by Lifespan Financial Planning. Celebrating 30 years in 2024, Lifespan is Australia's largest privately owned dealer group. Lifespan Financial Planning is also one of only two licensees to have experienced net adviser growth in 2021-23.

Back in 2019, Lifespan recognised the growing demand and desire for advice businesses to seek out self-licensing solutions. Lifespan was uniquely positioned to offer AFSLs access to its comprehensive range of compliance, practice management and partnership resources to help ensure that the move to self-licensing is a seamless and successful transition.

Is 2024 going to be your year for growth?
Whether you are new to self-licensing or are a seasoned operator, we have a support package for you. We offer an adaptable, flexible solution designed to suit each unique self-licensee, all with the backing of one of Australia’s largest privately owned licensees.
What are you waiting for?
2024 is a unique opportunity to set yourself up for success. Being a part of Lifespan Partnership enables you to leverage the scale and infrastructure of Lifespan Financial Planning, an award-winning privately owned licensee, whilst maintaining the autonomy and control that is so important to you.

Want to know more? Reach out for a confidential chat with Tony Mantineo, Head of Lifespan Partnership.
Tony Mantineo
Head of Lifespan Partnership

Mobile: 0405 357 634
tony.martineo@lifespanpartnership.com.au
www.lifespanpartnership.com.au
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