Lifespan Financial Planning throws weight behind advice industry fighting fund

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Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has thrown its financial support behind the industry’s constitutional challenge to legislation to ban grandfathered commissions and encouraged its adviser network to do the same. Lifespan has contributed $10,000 to the Adviser Regulatory Fund (ARF) set up by the Association of Independently Owned Financial […]

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Zenith upgrades Lifeplan Investment Bond to “highly recommended”

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The Lifeplan Investment Bond (formerly Lifeplan NextGen Investments) has been upgraded from “recommended” to “highly recommended” by Zenith Investment Partners in its latest review. In its report, Zenith said it views the Bond’s investment menu as robust, providing a well diversified suite of investment managers, asset classes and investment styles. “There are many different applications […]

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Political risk affects how assets are held

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Australian investors must recognise that political risk is currently a significant consideration in wealth creation and management, Matt Walsh, head of Lifeplan, has warned. “Managing political risk clearly involves the diversification of assets and asset classes but what is not so widely understood is that it should involve the diversification of how investments are held. […]

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Lifeplan enhances NextGen Investments

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Following growing interest in investment bonds, Lifeplan has updated its leading investment bond offering, NextGen Investments, with eight new investment options and an additional rebate tier. Matt Walsh, head of Lifeplan, said the proposed changes to superannuation in May’s federal budget have triggered a surge of interest in the NextGen investment bond. “Investment bonds are […]

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Lifeplan launches investor portal

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Lifeplan has entrenched its digital presence in the market with the launch of an online investor portal enabling investors to monitor and transact online. The development and launch of the Investor Portal follows the successful launch of the Adviser Portal in November 2014. The launch follows Lifeplan’s extensive consultation with advisers and investors, in order […]

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Gen Y’s satisfaction with financial advice surges as advice index hits high

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In previous surveys, an investor’s age was positively correlated to the three drivers of advocacy: performance, trust and reliability, and technical ability of their financial adviser – i.e. the older the investor, the more likely they were to be satisfied with their adviser. However, over the past two surveys, the youngest cohort of investors has […]

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Education costs continue to outstrip inflation

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The latest Consumer Price Index (CPI) figures show that education costs continue to outstrip inflation, maintaining the trend that has persisted for the past decade. Parents’ concerns about the increasing cost of their children’s education are justified, warns Matt Walsh, head of Lifeplan. For the 12 months ended September 2013, education costs rose by 5.7 […]

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Client satisfaction up but question advisers’ technical ability

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The ongoing noise about changes to financial services’ regulatory requirements appears to be affecting attitudes towards financial advisers. The latest Lifeplan ICFS Financial Advice Satisfaction Index* has shown clients of financial advisers have become significantly less happy with the technical ability of their adviser over the past six months.   The latest in a series […]

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