Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 38 results for "Lifeplan"

Australian Unity to shed 195 roles

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... 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 adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
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 ...

Australian Unity chief retires

ANDREW MCKEAN  |  TUESDAY, 18 MAR 2025
... 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 ...

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 ...
PAGE:
1
PREVIOUS
NEXT