Lifeplan

Please note the Lifeplan website has been moved to lifeplan.com.au

Lifeplan offers three tax effective investment solutions that can be used for wealth creation, estate planning or as an alternative to complement superannuation.

NextGen Investments

A simple, tax effective investment bond, designed to fulfill wealth accumulation goals, estate planning, regular income or child advancement.

Lifeplan Education Investment Fund

A specially designed savings and investment product which gives investors more choice and flexibility to fund the education expenses of a child or student of any age.

FuneralPlan Bond

A simple, safe and effective way to put money aside or accumulate funds to help meet the cost of funeral expenses.

For further information on the above products, and Lifeplan, please visit our new website at lifeplan.com.au.

Important Information

These products are issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No 237989. Information provided here is indicative only. In any decision, you should only rely upon the content found in the relevant disclosure document, which you must read, since an investment can only be processed from an application form attached to it. Any decisions relating to a financial investment should only be based upon a consideration of your overall objectives, current and anticipated situation or needs, and should not be influenced by historical data such as past performance.