For Media Enquiries, contact Sean Whittington from Field Public Relations. Telephone 08 8234 9555 or 0412 591 520.

Recent Announcements

Confidence in advisers technical prowess rises during market downturn
The Lifeplan ICFS Financial Satisfaction Index reveals that clients generally have a greater appreciation of the technical prowess of their advisers than six months ago, despite a further slight decline in the overall index.
23 October, 2008

Lifeplan home loans awarded top rating
Two of Lifeplan Funds Management’s fixed interest home loans have been awarded the highest rating of five stars by independent financial research group CANNEX.
7 October, 2008

Lifeplan gives financial advisers influence over intergenerational funds
Lifeplan Funds Management has introduced a unique way for advisers to maintain their advisory role over funds even after a client dies.
3 October, 2008

$1 Trillion-plus “Wealth Transfer” market next challenge for advisers
A $1 trillion-plus investment market will emerge in less than two decades to 2021 as the assets of the “builder” generation transfer to the “boomers, Xers and Ys”.
10 July, 2008

Older Australians concerned inherited wealth being frittered away: Lifeplan
Senior Australians are becoming increasingly concerned about how wisely the inheritance they leave will be spent by their Baby Boomer, Gen X and Y beneficiaries, according to one of Australia’s leading financial services groups.
10 July, 2008

Another experienced financial planner joins Lifeplan
Australian specialised investment group, Lifeplan Funds Management announced today Ms Jo-Anne Albert had joined the Group as a Business Development Manager for Victoria/Tasmania.
4 July, 2008

More Australians than ever before are “tailor making” their own funerals
More Australians than ever before are taking the time – and committing funds - to “tailor make” their own funeral arrangements, according to Australia’s leading provider of funeral funds.
23 June, 2008

Financial Planners not held to account by clients for recent performance: major study reveals.
Recent findings from the Lifeplan ICFS Financial Advice Satisfaction Index have shown that the overall measure has decreased slightly from 74.3 to 73.2.
12 June, 2008

Australian first innovation set to revolutionise funeral plan industry
The daily business of hundreds of Australia's funeral directors is set to be revolutionised by a pre-paid funeral investments "first" announced today by industry market leader, Lifeplan Funds Management.
7 May, 2008

Record high education costs mean Australian family budgets are even tighter
The financial pressure on Australian parents to educate their children has reached record levels, with official figures released today revealing the annual cost of education has again risen faster than the official rate of inflation.
24 April, 2008

Specialised Support and Education of Financial Advisers alive and well
Claims that Australia’s financial services industry has a great opportunity to encourage more of its advisers to specialise in particular areas were today supported by one of the country’s market leaders of specialised investment products and advice solutions, Lifeplan Funds Management.
24 April, 2008

Strong growth prompts Lifeplan to appoint two key managers
Continued strong growth by one of Australia’s leading specialised investment products - Lifeplan Funds Management – has lead to the latest key appointments announced today by the company.
10 April, 2008

Lifeplan Funds Management announces key executive appointment
Lifeplan Funds Management – a national market leader in specialised investment products – today announced the appointment of Ms Alison Massey to the newly-created role of National Adviser Solutions Manager.
18 February, 2008

New CPI Figures – Education costs continue to soar above general inflation
Today’s consumer price index (CPI) figures have highlighted that education costs continue to rise faster than the rate of official inflation.
23 January, 2008

Saving for your own funeral more attractive under new tax laws
People saving for their own funeral will have more incentive to do so from 1 January 2008, according to Australia’s largest provider of pre-paid funeral investments.
24 December, 2007

Financial Planners “hold ground” despite market turbulence: major study reveals
Recent market turbulence in the investment sector had only a minor impact on investors’ propensity to advocate their financial planner, according to a national industry survey.
20 November, 2007

Records keep tumbling for Lifeplan Funds Management
For the third successive year, leading Australian specialist funds management group, Lifeplan Funds Management, has set a new record.
5 November, 2007

Parents and grandparents hit by education costs soaring above official inflation rate
Australian parents and grandparents are under increasing financial pressure from startling new figures announced this week on the soaring average cost of educating a child.
26 October, 2007

Lifeplan Funds Management appoints Loans Manager
Mr Robert Clapp has been appointed Loans Manager for Lifeplan Funds Management – a national market leader in specialised investment products.
24 October, 2007

New Tax Laws Provide Financial Bonus to Funeral Bonds Investors
New tax laws passed today/this week in Federal Parliament provide a financial bonus to people planning to cover the costs of their own funerals, Australia’s largest provider of pre-paid funeral investments said today.
20 September, 2007

Spiralling education costs major contributor to Consumer Price Index hike
The cost of education in Australia continues to increase faster than the rate of inflation, with primary school fees a major contributor to the latest rise in the Consumer Price Index (CPI).
26 July, 2007

Financial Planners Held in High Regard: Australian-First Report Reveals
Australian investors have a high regard for their financial advisors, which reaches extremely high levels the longer the duration of the client/adviser relationship, the older the client and the more investment funds available.
25 July, 2007

Record Lifeplan Group Sales Surge Above $300 million
Lifeplan Funds Management – a national market leader in specialised investment products – today announced that total sales for the 2006/07 financial year had topped a record-breaking $307 million.
20 July, 2007

Spiralling education costs spark demand for new investment fund
One of Australia’s leading providers of education savings and investment products today launched a new fund to cater for all-time high demand for tax-effective education investment funds.
12 July, 2007

Lifeplan’s Education Savings Plans not linked to Australian Tax Office warning
One of Australia’s leading providers of education savings plans today announced an Australian Tax Office warning on specific “scholarship trusts and education funding programs” did not affect its products in any way.
15 June, 2007

Changes to Funeral Bonds tax exemption laws - "double" bonus to investors
People wanting to invest money to provide funds for their own funerals have received two significant boosts in the Federal Government's Budget.
16 May, 2007

Lifeplan's Surging Funeral Funds Top $300 Million
Expanding interest in funeral bonds and pre-paid funeral plans in Australia is reflected in new figures announced today by the Lifeplan Funds Management Group.
7 May, 2007

Lifeplan Races to Record-breaking $200 Million
Leading specialist funds management group, Lifeplan Funds Management, has smashed one of its own yearly growth records – with more than three months still to go in the current financial year.
27 March, 2007

New Lifeplan Investment Fund Tops $20 Million
A new financial investment product designed to appeal to Australia’s new breed of savvy and demanding Babyboomers has struck an instant chord with investors.
13 March, 2007

Australian Education Costs Increasing Faster than Inflation
The cost of education in Australia is increasing faster than the rate of inflation, new figures released today have revealed.
24 January, 2007

Archived Media Releases