• Your future doesn’t have to be uncertain. We offer a range of services to safeguard you against life’s curve balls and give you piece of mind. More
    Financial Services
    Planning your future
  • We help answer your questions in an obligation free remote meeting (using Skype or Go To Meeting) at your convenience. Call 1300 205 000 or Read More
    Life Plan eAdvisor™
    Virtual Convenience Online
  • We have a new collaboration with Clear Horizons. These are professional counsellors dedicated to looking after your wellbeing. More
    Clear Horizons
    Lifespan Psychology
  • Personal advice by parents, for parents. Insurance is not a gamble, it’s a promise. My Family Matters (MFM) More
    My Family Matters
    Secure your family’s future
  • Get to Know Us

    Let us take care of all the planning so you can get on with the joy of living

  • Get the Facts

    Browse through useful resources to help you get informed

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Welcome to Life Plan

In your lifetime, you’ll achieve remarkable things – you’ll probably work long hours, change careers, travel, undertake more study, find someone you want to marry, buy and sell property, have kids, wrangle toddlers, talk to a teenager’s hand, travel some more, climb the corporate ladder, babysit grandchildren and leave behind a legacy that they’ll fondly remember.

That’s why we’ve created Life Plan. We’re ready to buckle up and come with you for the ride, so you can be confident you’re make the most of every opportunity along the way.

We specialise in providing financial advice in areas like:

There’s not much we don’t know when it comes to managing money and
safeguarding your future.