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Cutting through the complexity to create tax-effective investment solutions
Services we provide to help you help your clients
Strategies and case studies
Find a solution to your clients’ wealth building opportunities through our helpful strategies and case studies.
Adviser portal
Information portal with live data, to assist with the management and administration of your client’s investment portfolio and to forecast expected outcomes using our calculators.
Investment option profiles
Generation Life offers investors the flexibility to choose the right investment options to suit their financial goals. With a large range of investment options to choose from covering cash, fixed interest, shares, property, responsible investing, alternatives and diversified options, with the ability to switch between options without personal tax consequences.
Forms and resources
Access forms for advice implementation and administration.
About our adviser portal
Online access to a comprehensive range of reports, online charts, technical resources and calculators to help you identify how an investment bond can help you meet your clients financial needs.
Financial advisers can look at funds under advice held, specific investments, client investment returns, client details and transaction details.
Our technical resources are designed to help financial advisers with compliance and reporting obligations.
We understand that finding the right investment partner for your clients’ financial future is important to you.
Generation Life represents our vision of being the leading provider of investment solutions for all generations, through their various life stages. Our aim is to provide simple and effective investment solutions to reduce complexity and make doing business easier for you.
Leading provider
As the pioneer of Australia’s first truly flexible investment bond, we have been at the forefront of providing innovative tax-effective investment solutions since 2004. As an innovation led business, we constantly strive to enhance our products and processes to optimise after-tax investment performance for our investors.
Trusted partner
We are a leading specialist provider of tax optimised investment and estate planning solutions – with over $2 billion invested with us to date.
Generation Life is a regulated life insurance company and our parent company is listed on the Australian Stock Exchange.
Highly Recommended by Zenith Investment Partners
Our products have been rated Highly Recommended by Zenith Investment Partners since 2008.*
Innovator
As the original innovator in providing flexible investment bond solutions, we continually strive to provide you with solutions that meet your clients’ needs both for today and tomorrow.
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stepped feature financial adviser
stepped feature financial adviser
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Our products
Our investment bonds are designed to provide tax-effective investment solutions to your client’s real life challenges with flexibility and control.
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LifeBuilder
LifeBuilder offers a simple, tax-effective investment solution for building your client’s long-term wealth and provides certainty for how their wealth will be passed on.
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ChildBuilder
ChildBuilder allows your clients to invest in a child’s future tax-effectively, whilst still maintaining flexibility, access and control for unexpected life events.
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FuneralBond
FuneralBond is a simple and tax-effective way to help meet your client’s future funeral costs, with no age or health restrictions and ease the burden for those they leave behind.
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Did you know
Generation Life’s LifeBuilder Future Events feature lets you automatically pass on your investment tax-effectively at a future set date or on your passing with certainty.