Lifeplan FUM hits $2 billion – inflows boosted by superannuation uncertainty and technology upgrades

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The popularity of investment bonds has surged since the start of the year, with Australian Unity’s investment bond business, Lifeplan, passing through the $2 billion in funds under management (FUM), advice and administration mark. “The on-going uncertainty surrounding superannuation, particularly since the May Federal Budget, has contributed to a boost in the popularity of investment […]

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Don’t panic: tax effective retirement income still an option

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While the changes to superannuation in last week’s Federal Budget caught many by surprise, there are well-established options to help people achieve a tax effective retirement income, says Matt Walsh, head of Lifeplan. “The government-mandated superannuation system means that many people had stopped considering alternatives other than super for saving for their retirement. The changes […]

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Searching for choice and flexibility in education savings

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Parents want choice, flexibility, and an assurance they won’t be locked into a pre-determined future when looking at options for saving for their children’s education, but not all options offer these benefits, says Greg Bird, national business development manager at Lifeplan Funds Management. “When it comes to education planning, parents want to understand how to […]

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Lifeplan creates new role for Perth BDM

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Lifeplan Funds Management has consolidated its push into the West Australian market with the appointment of Mr Ryan Francis to the newly created role of business development manager. Mr Francis will be based in Perth and will report to Lifeplan’s head of distribution, Mr Derek Emery. The move follows the recent appointment of Mr Ron […]

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Lifeplan appoints new Queensland BDM

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Lifeplan Funds Management has appointed Mr Ron Grima as business development manager, based in its Brisbane office. He will report to Lifeplan head of distribution, Mr Derek Emery. In this role he will be responsible for maintaining and developing relationships with advisers and licensees in the Queensland and Northern Territory financial services markets. Mr Grima […]

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Death, taxes and increasing education costs: nothing is more certain

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Australian families should brace themselves for more ‘user pays’ in our education system. Regardless of whether the current Federal Government achieves its stated education reforms, costs will inevitably rise in the future, according to Matt Walsh, head of Lifeplan. “There’s an old saying that ‘nothing can be said to be certain, except death and taxes’ […]

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Lifeplan survey underlines need for tailored advice

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The age, gender and wealth level of clients can make a significant difference to which services and assistance they value most from their financial adviser, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index*. The most recent survey, undertaken in October, shows that younger clients – those aged under 30 – are focused on […]

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New BDM to focus on business growth in southern states

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Lifeplan Funds Management has appointed Mr Paul Bugg to the position of business development manager for Victoria and Tasmania. The appointment follows the promotion in October of Mr Greg Bird to the newly created role of national business development manager. Mr Bugg has more than 25 years’ experience in the financial planning industry, most recently […]

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Grandparents step in to fill the education savings gap

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The September quarter CPI figures[1] show that over the past 12 months education costs have increased by 5.2 percent, second only to increases in the cost of alcohol and tobacco at 7.3 percent, says Mr Matt Walsh, head of Lifeplan. Educating children is becoming an increasingly expensive business, and year on year the costs consistently outstrip […]

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Adviser demand for investment bonds prompts growth in Lifeplan BDM team

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Lifeplan Funds Management has promoted Mr Greg Bird to the newly created role of national business development manager.  Lifeplan has created the position following increased demand from financial advisers for investment bonds. Mr Bird has 27 years experience in banking and financial planning, and was most recently business development manager, Victoria / Tasmania, with Lifeplan […]

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