Search Results | Showing 1 - 10 of 35 results for "Lifeplan" |
| | ... overhaul its business. In July, the company announced it was selling its investment bonds unit to Australian Unity's Lifeplan Friendly Society. This was soon followed by plans to transform the advice business, consolidating all self-employed licensees ... |
| | | ... investment bonds business for $40 million to Australian Unity in a bid to pay off debt. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates under IOOF Ltd, valued at $1.1 ... |
| | | ... two options: Platinum's International Fund or the Asia Fund, according to the March 19 product disclosure statement. Lifeplan Australian Friendly Society will act as the issuer of the investment bond structure. The minimum investment size is set at $1000. ... |
| | | ... peace of mind about their financial security and quality of life, latest research shows. Australian Unity's bi-annual LifePlan Financial Advice Satisfaction Index, compiled with the help of the University of Adelaide, found advised investors felt 15% ... |
| | | Australian Unity announced 13 new investment managers have joined its Lifeplan Investment Bond. The national health, wealth and living mutual company also unveiled 24 new investment bond options for its investment bond offering. Lifeplan Investment ... |
| | | ... manager, life and super Matt Walsh has been promoted to lead the retail division and will also become a director of the Lifeplan business. Walsh has headed Lifeplan's investment bonds business since it merged with Australian Unity in 2009. Meanwhile ... |
| | | Zenith has upgraded its rating of the Lifeplan Investment Bond from 'recommended' to 'highly recommended'. Following a review, Zenith described the bond's investment menu as robust, offering a diverse range of investment managers, asset classes and ... |
| | | A Japanese life insurance company has acquired a strategic stake in ClearView Wealth and has announced a collaboration partnership between the two companies. Sony Life Insurance (Sony Life) has agreed with Crescent Capital Partners to acquire a 14.9% ... |
| | | ... the future of superannuation and increased interest in investment bonds has contributed to its investment bond business Lifeplan now exceeding $2 billion in funds under management, advice and administration. Walsh believes significance of investment ... |
| | | Investment bond specialist Lifeplan is rolling out eight new investment options and an additional rebate tier across its NextGen suite as part of a surging interest in the product. Head of Lifeplan, Matt Walsh, said proposed changes to superannuation ... |
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