Our Philosophy

At Lifetime Connect we pride ourselves on supporting our member firms to offer a rounded advice proposition for their clients which address their financial requirements across their lifetime.

We understand true financial advice is about the well-being of individuals and the people they care about not just one-off transactions or one product silo. We strive to create an environment where our member firms can grow their businesses to deliver a more complete offering and/or refer advice areas they do not transact themselves to other member firms with the speciality, supported by first class technology.

In an increasingly complex regulatory environment and volatile economy, we believe in our member firms having strength in numbers and we actively encourage collaboration among them, to build trust, share best practise and overcome challenges.

Our philosophy is further empowered by our culture of integrity and inclusivity. It is important to us that our people are empowered to operate at their best and achieve the best outcomes for the people they serve.

Our member firms are responsible for

of mortgage completions per year

Our Services

Lifetime Connect’s member firms have access to a range of tailored services including: Business Development, Learning and Development, HR Support, Compliance Support, Marketing, Technology Support, Payment Services, Corporate Governance, Conveyancing Services and Paraplanning Services.