Service

Lifespan Managed Discretionary Account Service

at Lifespan Financial Planning · Sydney

Details.

A professionally managed investment service offering more than 100 portfolios across defensive, conservative, moderately conservative, balanced, growth, high growth and high growth direct shares only strategies. Portfolios can cater to different investment objectives, timeframes and risk tolerances, with highly liquid investment options, active portfolio management and some portfolios incorporating a Tactical Asset Allocation strategy. Available in superannuation, pension and non-superannuation environments. Access is only available after receiving personal financial advice from a licensed financial adviser.

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