Practice Consultancy

(02) 9042 5533

Need quick answers or want to start a discussion about our services? Give us a call, 9am - 5pm, Monday to Friday.

Quick Enquiry

Send a quick enquiry to Lifespan Partnership today and we’ll respond as soon as possible.

Service of Interest

A formalised quarterly program delivered face-to-face, designed to assess your practice’s efficiency & profitability.

Business plan formulation & execution, with an assessment including:

  • The cost to serve & overall practice profitability
  • Operational efficiencies, staff functions & growth capacity
  • Succession planning needs &/or exit planning
  • Client value proposition, client segmentation & pricing
  • A formalised quarterly program delivered face-to-face, designed to assess your practice’s efficiency and profitability.

We work with you to guide and support change management through:

  • The delivery and execution of a sound business plan.
  • An assessment of the cost to serve per client and client segment, and the overall practice bottom line.
  • Examining your operational efficiencies, staff functions and growth capacity.
  • Assessing your succession planning needs.  We can work with you to identify your future succession needs, timeframe, and requirements, and assist you to put a structured succession plan in place.
  • Analysing your current client value proposition, business mission and overall areas for improvement.

Our Services

Virtual Services

For self-licencees seeking a virtual community connecting your AFSL online to valuable tools and resources.

Governance & Compliance

Experienced compliance support at both an adviser and AFSL level to ensure you meet your licence requirements.

Practice Consultancy

A formalised quarterly program delivered face-to-face designed to assess your practice’s efficiency & profitability.

Training & Education

Provision of a comprehensive range of professional development opportunities, including conferences, online and face-to-face learning.

AFSL Application

An end-to-end AFSL application service, including liaising with ASIC, to get you started in your own AFSL.

Partnership Program

A program which provides partners with exclusive benefits, access to discounts and an expertise hub to connect you to the services you need.