Search Results | Showing 1 - 10 of 38 results for "Lifeplan" |
| | | ... Specifically, the integration of W&CM's investment bonds businesses, Australian Unity Life Bonds (formerly IOOF) and Lifeplan Australia Friendly Society, have experienced delays in implementing technology transformation, and the expected benefits ... |
| | | | Australian Unity will include 11 Betashares ETFs on its Lifeplan Investment Bond menu, the first time ETFs have been accessible via its investment bond range. The 11 Betashares ETFs added to the menu invest across growth and defensive assets, spanning ... |
| | | | ... loans and $1.6 billion in deposits. Australian Unity's acquisitions, meanwhile, included Grand United Friendly Society, Lifeplan Australia Friendly Society, Home Care NSW, Greengate Partnership, Insignia Financial's investment bonds division, and most ... |
| | | | ... 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 ... |
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