Make better informed decisions
There are many reasons why people use our research, but mainly it's to make better informed product management decisions. Some wish to identify and track competitors in the product landscape and reveal new opportunities.

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25 years of data collection

For over 25 years Plan For Life has provided essential independent financial research and reporting on retail and wholesale managed funds, including superannuation, master funds, platforms, annuities, life insurance and risk markets in Australia.

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Flexible and market driven Actuarial basis
Our business was founded with entrepreneurial spirit and innovation continues to drive new publications and investigations. MySuper, SMSFs, Direct Insurance, ETFs and Institutional Wholesale are new areas of focus.

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Plan For Life / AFA -  Life Company of the Year Awards recognise Life Insurance Company excellence in the provision of products and services to financial advisers and their clients. more ...



The SMSF report and underlying data provide an in-depth analysis of the leading Retail  providers, covering growth in Funds since 2003, as well as Inflows and  Outflows more...

Institutional Wholesale

NEW Institutional Wholesale Report is underway, looking at leading Wholesale Managers within each Market (Retail, Industry, Govt and Corporate) and each Investment Category more ...