Welcome to Lifespan Invest
An easy to understand, low cost investment solution
The role of a financial adviser
A qualified financial adviser will work with you and take into account your whole situation and unique circumstances. They will tailor a plan to help you achieve your short and long-term goals as well as protect you, your assets and loved ones.
A financial adviser will help you:
- Invest tax-effectively
- Choose the most appropriate investment strategy
- Make the most of your super
- Protect your assets
- Protect you and your family
- Plan for retirement
Importantly, research tells us that the benefits of financial advice extend far beyond measurable financial gains – to improved physical health and well-being and increased personal happiness.
Choose from 6 professionally managed portfolios
Recommended minimum investment $5000
Set up your account with ease
Choose from 6 professionally managed portfolios.
LIFESPAN INVEST DYNAMIC PORTFOLIOS
- CONSERVATIVE
- BALANCED
- GROWTH
LIFESPAN INVEST INDEX PORTFOLIOS
- CONSERVATIVE
- BALANCED
- GROWTH