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Showing 1 - 10 of 10 results for "Head of Lifeplan"

Lifeplan increases investment bond options

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
... 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 in May's federal budget triggered the interest as investors search for ...

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
... designed to provide users with an optimised digital experience and mobile functionality. Commenting on the launch, head of Lifeplan, Matt Walsh said: "Increasingly Australians are conducting their financial affairs over their mobile phones, and it is ...

Women and Gen X happiest with advice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... financial advice in comparison to male investors, whose perception continued to drop. Commenting on the results, head of Lifeplan Matt Walsh said: "Investors aged under 45 are more satisfied with the performance and the technical ability of their financial ...

Young investors happier with advisers

DARREN SNYDER  |  FRIDAY, 1 MAY 2015
... perceptions across the three drivers. Investors with less than $50,000 seem to be most positive about their advisers. Head of Lifeplan, Matt Walsh, said the survey may indicate that financial advisers are doing a good job of taking care of entry level ...

New laws bring aged care advice into the spotlight

LAURA MILLAN  |  MONDAY, 7 JUL 2014
... is equivalent to a 3.9% return on the $12,000 investment, in addition to what investment return is achieved," head of Lifeplan Funds Management Matt Walsh said. To read more about the aged care reform, read the FS Advice Aged Care issue.

Male clients miffed with advisers

BEN COLLINS  |  FRIDAY, 16 NOV 2012
... performance declined slightly by 0.07%, while perception of technical ability increased by 3.4%. Matt Walsh, head of Lifeplan, said the satisfaction levels of male clients were the main trigger of the fall, cushioned slightly by the improving satisfaction ...

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... have made good progress in helping clients understand the true benefit that they can provide," said Matt Walsh, head of Lifeplan. "The rise in perception levels shows return on investment is not the only, or even the main, criteria clients hold their ...

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
... its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA. Matt Walsh, head of Lifeplan, said the business saw the changing regulatory environment as an opportunity to review and enhance the products, including ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
... advisers, perception of the technical ability of advisers and perception of investment performance. Matt Walsh, head of Lifeplan, said that while the latest survey, undertaken last month, took place at a time of extreme market volatility and heightened ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... stood at 79.7 per cent, while those who hadn't scored 65.9 per cent - a significant difference, said Matt Walsh, head of Lifeplan. "What we're trying to establish for the benefit of the adviser, is that clients are aware that just choosing the right ...
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