Plan for Life, Actuaries & Researchers

Welcome to Plan for Life, Actuaries & Researchers! Located at Mount Waverley on Blackburn Road, our institution is a prominent establishment in the Australian retirement, managed investments, and life insurance markets.

At Plan for Life, we specialize in collecting and analyzing market share and sales data using actuarial methods. Our comprehensive research covers various sectors including superannuation, retirement, managed investments, and life insurance. We utilize this data to publish industry reports, key sales statistics, and business intelligence that provide valuable insights to our clients.

Our commitment to providing accurate and up-to-date information is evident in our recent findings. In 2022, we observed a significant decrease of $74.8 billion in reported funds under management across various platforms. Additionally, our Responsible Investment (RIAA Certified) report for March 2023 highlights a remarkable 1.0% annual growth in responsible investment funds, outperforming the wider market. These insights can help individuals and businesses make informed decisions regarding their investments.

To assist our clients in understanding the depth of our research services, we offer free samples and reports. These resources serve as valuable tools for evaluating the quality and relevance of our research. We understand the importance of informed decision-making, and our aim is to provide the best research solutions for your specific needs.

Thank you for your interest in our institution. We have received your enquiry, and our dedicated team will respond to your request as soon as possible. At Plan for Life, Actuaries & Researchers, we are committed to delivering excellence in research and helping you navigate the ever-changing landscape of the Australian retirement, managed investments, and life insurance markets.