Harmonic Advisory Competitors

Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA Excellence Awards 2022 Company of the Year - IFA Excellence Awards 2021 Licensee of the Year - Core Data Lifespan is a leading community of professional, client-focused financial advisers. Since 1994 we have grown to become one of Australia's largest privately owned adviser networks - providing a robust and reasonable compliance framework, the flexibility to choose the right solutions for your business and your clients, and on-call support when you need it. Lifespan has a substantial network of more than 250 authorised representatives in over 160 offices across Australia. Since its inception in 1994, Lifespan has remained privately owned and, with the absence of institutional owners, our approach continues to allow you the flexibility to choose. It also means that we are here for the long haul.

ClearView is a fully diversified Australian life insurance and wealth management business. We’re committed to helping financial advisers, strategic partners and customers by providing access to a range of market leading life insurance and wealth management solutions.

At Greentree Financial we offer our clients comprehensive financial planning. A structured process drawing out and defining with you what your vision is of your future. Working with you to see the big picture, tailoring advice driven by your priorities that can then be addressed through a structured and consistent plan. A comprehensive financial plan includes the basic areas of: Financial position analysis Investment planning (portfolio design, superannuation, borrowings, taxation and legal structures) Risk management and personal insurance Retirement planning and estate planning In addition, education funding, charitable planning and business succession planning may also be covered as you require.