Lifeplan launches investor portal

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Lifeplan has entrenched its digital presence in the market with the launch of an online investor portal enabling investors to monitor and transact online. The development and launch of the Investor Portal follows the successful launch of the Adviser Portal in November 2014.

The launch follows Lifeplan’s extensive consultation with advisers and investors, in order to design an online portal around their specific needs.

“The Lifeplan investor portal has been developed in response to adviser and investor demand for the ability to self-service online,” said Matt Walsh, head of Lifeplan.

“The secure online portal provides a user optimised digital experience with functionality designed around what advisers and investors have said they want.

“It has been built with a responsive design and will allow investors to easily view policy information and change contact details via their mobile or desktop.”

As with all of Lifeplan and Australian Unity’s digital tools, Mr Walsh said the portal has been built with a ‘mobile first’ design philosophy.

“Increasingly Australians are conducting their financial affairs over their mobile phones, and it is paramount that any online initiative adopt this ‘mobile first’ design philosophy.

“With the increasing proliferation of technology – even among older investors – today’s tech savvy generation of investors is looking for a convenient and secure digital experience when purchasing new products and maintaining online accounts.

“The new Lifeplan portal provides this with easy and secure access to account balances, transaction history, tax portion statements, useful forms, and answers to frequently asked questions.”

Lifeplan Funds Management is a specialist business of Australian Unity Investments. It is a market leader in investment and funeral bonds, and a leading provider of education investment funds.


For more information please contact:

Matt Walsh
Head of Lifeplan
Phone: 08 8236 4706