Enhance Your Advice with Longevity Planning

Australians are living longer than ever and increasingly different from each other, with diverse needs. Longevity planning empowers individuals to understand their own potential longevity and the three key stages of their life. It outlines actions to access the opportunities of a healthier lifespan through preventive health management. Through its regular support, clients more confidently adapt to change.

Our online longevity planning service has evolved through providing over 270,000 personal analyses. It delivers the essential basis for holistic personal advice.

Your Key Benefits

  • Enrich Client Engagement and Reviews – Time-based conversations ethically build deeper, more meaningful dialogue with clients, increasing longevity awareness.
  • Support Preventive Health Management – Longevity planning guides clients towards potential preventive health actions, with financial and other consequences.
  • Enhance Client Relationships by Involving Both Partners – Strengthen retention and broaden your practice’s reach to families and friends.
  • Grow Practice Value – Grow with stronger referrals from a more committed and confident client base.
  • Easy, Low-Cost Implementation – No complex integrations or expensive setup.
  • Focus on Key Demographics – 93% of My Longevity users are aged 45–74, ideal for targeting increasingly longevity aware or pre-retirement clients.
  • Support Holistic Advice – Integrate longevity planning without adding compliance issues.

My Longevity strengthens your business with its simple, proven, and scalable solution to better serve your clients across their lives. Our ready-to-use platform builds relationships with your clients, informs and supports their preventive health goals, maintains their readiness for change, and positions your practice as the key long-term partner in their wellbeing.

Next Steps

Ready to take your practice to the next level?

Complete the form below to trial your Adviser account. See how My Longevity for Advisers can enhance client engagement and retention.

Create My Advisor Account