Investor Education > Managed Funds > Lifeplan Funds Management

LIFEPLAN

Lifeplan is a friendly society specialising in tax effective investment bonds, education savings plans and funeral bonds with $1.55 billion in funds under management as at 30 June 2009. Lifeplan aims to provide the best solutions for an investor’s needs by staying focused on the special benefits of their products through the expertise of leading fund managers.

The company has a long and successful history spanning over 165 years and is an amalgamation of many smaller friendly societies.Today, Lifeplan specialises in providing investors with simple, flexible investment solutions.

Lifeplan’s core value proposition is “simplicity - it is about helping investors reach their goals effectively by providing products with competitive returns that make investing easy“. In August 2009, Lifeplan merged with Australian Unity Investments reinforcing their position as the market leader in tax effective investment products and further broadening their expertise in managing bond products and education savings plans.