Focus Your Clients To Better Manage Their Longevity - With You

Get Started with a Free Adviser Account – No Commitment

Australians are living longer – but not always better. Their later years can be uncertain, unevenly planned for, and full of missed opportunities. My Longevity gives you a practical way to engage clients in a deeper conversation about their future — beyond money.

What Is Longevity Planning?

It’s a structured, time-based approach to help clients understand:

How long they might live
What shape their future might take
How to prepare for it

My Longevity’s unique online tool has supported over 270,000 personal assessments. It’s designed to fit easily into your client engagement and advice process.

Why Advisers Use It

Stronger Conversations Bring new meaning to reviews and strategy meetings with time-based discussions that matter to clients and their partners.

Engage Both Partners Improve retention and referrals by involving both members of the household in planning.

No Compliance Burdens Stand-alone service - no complex integration or new compliance issues.

Ideal for 45–74 Age Group 93% of users are in your core pre-retirement demographic.

Quick to Start, Easy to Use No setup costs. No IT headaches. Just log in and start.

What’s In It for You?

Build and sustain longer-term client relationships
Increase referrals through real conversations
Differentiate your practice with wellbeing-led advice
Position yourself as your clients’ trusted partner - for life

See It in Action – Free Trial for Advisers

Your clients are already thinking about their future. Help them shape it - with you by their side.

Experience the platform for yourself and you can start with practice staff as clients straight away.

Create My Advisor Account