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Showing 1 - 10 of 35 results for "Lifeplan"

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... 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 ...

Insignia offloads investment bonds unit

KARREN VERGARA  |  MONDAY, 24 JUL 2023
... 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 ...

Platinum launches investment bond

KANIKA SOOD  |  TUESDAY, 1 JUN 2021
... 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. ...

Financial advice valued beyond returns

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... 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 expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
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 ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... 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 ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
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 ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
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% ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... 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 ...

Lifeplan increases investment bond options

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
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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