Financial Adviser

Generation Life, the new name in innovative and tax effective investing

While our new name may not be familiar, you may know us as Austock Life. We’ve been helping Australians with tax effective investment solutions for over 15 years and we have had over $1 billion invested with us to date.
As the pioneer of Australia’s first truly flexible investment bond, Generation Life continues to define the investment bond market.

Finding the right partner

  • 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.

    Investment bonds are the ideal tax effective solution to help your clients achieve their life stage goals with flexibility and certainty.

    Generation Life’s investment bonds are all about providing investment solutions to the questions: ‘how do I build wealth tax effectively?’, ‘how can I give a child in my life financial security?’ and ‘how can I tax-effectively pass on my wealth to others?’

    Read more

See how Generation Life can help you build wealth

For your clients through a number of investment opportunities below

  • Building Wealth

    Providing a tax effective solution for non-super investment purposes.

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  • Investing for a child

    Tax effectively fund for a child’s future expenses such as education costs or a first home deposit

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  • Estate Planning

    Passing on wealth with certainty and full control

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  • Maximising your income in retirement

    Assist with aged pension entitlements and reduce aged care resident fees

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  • Managing Trusts

    Useful to help manage assessable income levels

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  • Saving for Funeral Costs

    Save for future funeral expenses with the benefit of social security exemptions.

    Read more

Research Rating

Our LifeBuilder and ChildBuilder products are rated ‘Highly Recommended’ by Zenith Investment Partners, an independently owned investment research provider.*

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Managing your client’s financial future

Everything you need to manage your client’s investments, at your fingertips

A new low $1,000 minimum investment amount

More investment choices for new investment options and access to a low cost range of index options through iShares

Lower fees - a new fee structure providing administration fee discounts for large balances of over $500,000, as well as fee free switching.

Market leading funeral bond

Special fee offer

  • We’re offering an additional reduction on our new administration fee.

    To mark the launch of Generation Life, we’re offering an additional reduction on our new administration fee arrangements.

    For a limited time, a new administration fee discount will start for account balances over $50,000 (rather than $500,000).

    Contact one of our Distribution Team members to find out more now.

    Special Fee Offer
    Limited time offer - administration fee discount on account balances over $50,000 (rather than $500,000).

    NSW and ACT

    Joanna Bator +61 416 940 041
    Jeff Rodgers +61 401 443 002

    QLD and NT

    Niall Nugent
    +61 428 269 034
    Meryl Davison
    +61 424 402 150

    VIC and TAS

    Richard Atkinson +61 417 541 897
    Maree Cridland +61 447 593 351

    WA and SA

    Bob Scherini +61 449 960 048

    National accounts

    Felipe Araujo +61 447 593 351

    Generation Life Advisor Services Team

    1800 333 657

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned November 2017) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at
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