Top 100 CEO Interviews

Issue No. 31 - October/November 2006

Lifeplan assumes national mantle

Lifeplan's General Manager Strategic Development, Matt Walsh, says 76% of the firm's investment fund inflows come from outside South Australia. Key growth areas are NSW (29.8% of inflows) and Victoria (28.1%)

“With our head office in South Australia, and our large loyal SA base, we have been very successful in recent years in penetrating NSW, Victoria, Queensland and Western Australian markets, obtaining strong reliable growth from interstate clients,” Matt says.

“These new figures highlight how Lifeplan has positioned itself . . . in the Australian market place, while exporting SA-grown financial services to the rest of Australia.

“This interstate growth is crucial to the long-term future of Lifeplan.”

Five years ago, Matt says, SA accounted for about 50% of the firm's investment fund inflows.

Lifeplan has about $1.4 billion under management, and specialises in investment bonds, funeral bonds, prepaid funeral plans and education savi...

The rest of this article is available to in-business subscribers.
If you are a subscriber, please log in - click here.

Established in 2001, in-business is South Australia's leading independent local business knowledge source. We offer subscribers:

• a high quality bi-monthly magazine
• password access to our complete archives online from Issue 1
• regular SNAPSHOTS eNewsletter
• optional listing in our magazine business services directory called 'the team'

in-business has become one of South Australia's best networking packages delivering readers untold business opportunities.

To subscribe click here, or to receive a free trial copy click here.