“It’s Your Life. Plan For It.”

Lifeplan is a leading Australian specialist fund manager and provider of investment products, with total assets and funds under management of over $1.6 billion.

With over 160 years of investment tradition, Lifeplan has grown to become Australia’s leading provider of Tax Effective Investment Bonds, Education Savings Plans and Funeral Bonds.

At Lifeplan we aim to provide our investors with the best solutions to their investment needs. We stay focused on the special benefits of our products by using the expertise of leading investment managers.

Although not quite a household name, we specialise in providing products, services and support to over 200 well-known companies Australia-wide. We have offices in Adelaide, Melbourne and Sydney.

Our Core Value

At Lifeplan we are passionate about helping investors reach their goals effectively by providing products with competitive returns that make investing easy.

In addition to our funds management role, we also provide travel benefits and pharmacy benefits, through National Pharmacies, to our members.

If you would like further information about our other products please visit our corporate home page. Or contact us on 1300 1300 38 or by email at enquiries@lifeplan.com.au

We hope that knowing a bit about our history and our purpose makes it crystal clear as to why Lifeplan is an ideal provider of an education savings plan - after all, we’ve been helping families with their finances for a long time.

"It’s your life. Plan for it." is our corporate motto - and your plans for educating the children in your life is something we would like to help you achieve.

The Lifeplan Education Savings Plan is a purposeful means to plan effectively and efficiently to achieve your savings goals towards educating your children, grandchildren or a special child in your life.