Financial Adviser

We provide the tools to enable you to deliver better outcomes for your clients, while streamlining processes and simplifying the demonstration of best interest duties.

Trial our research for two weeks Access the Managed Portfolios Guide

Investment Research

Access our unparalleled breadth and depth of qualitative research

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Investment Consulting

Learn how we can partner with you to create better investment outcomes

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Tailored Portfolios

Leverage our experience in portfolio construction and managed account structures to develop your own managed accounts solutions

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Managed Accounts

Outsource the core elements of portfolio construction to tap into the expertise and resources of a leading research house

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How we help financial advisers

Lonsec provides you with a full suite of investment product research, portfolio construction tools and managed portfolios, allowing you to optimise your clients’ investments and deliver high-quality, active investment solutions based on Lonsec’s best ideas.

1850+

Investment products reviewed and rated

400+

Meetings with fund managers every year

65+

Investment analysts in our research team

500

Combined years of industry experience

Latest news & insights

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Longevity and sequencing risk

Using alternative investment to address pre- and post-retirement issues Walter Davis, Alternatives Investment Strategist Ashley O’Connor, Investment Strategist, Invesco Australia Introduction Investing in financial markets requires…
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/ by Lonsec

Lonsec Award Nominees Confirmed!

In addition to the SuperRatings honours, Lonsec will also present a number of awards recognising excellence across the broader wealth management industry: Lonsec Disruptor Award Drawn from the Lonsec rated universe, products or issuers who…
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/ by Libby Newman

SuperRatings Award Nominees Confirmed!

  Congratulations to all of the finalists for this year's SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. SuperRatings MySuper of the Year Award Awarded to the fund that has provided…
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/ by Kirby Rappell

Finding good active managers pays off

Active management has fallen out of favour among investors, reflecting changing investor preferences and the scars of the Global Financial Crisis, which have led investors to shun stock pickers and more elaborate strategies in favour of lower-cost,…
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/ by Richard Dalidowicz
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Risk measurements in retirement solutions

When accumulating savings for retirement, the investment objective is clear – to grow and maximise savings.
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/ by Michael Elsworth

Building an effective investment value proposition starts with a clearly articulated investment philosophy

With an increasing focus in the market on how we are all building our client portfolios, it is incredibly important to have a strong and defendable investment framework in place. This investment framework consists of, but is not limited to,…
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/ by Lukasz de Pourbaix
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Timing of negative super returns can determine fate of retirees

A combination of factors has created fertile ground for market volatility, resulting in a bumpy ride for super members, who have experienced six negative monthly returns over the past year. According to SuperRatings, the median balanced option…
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/ by Kirby Rappell
Volcano

Alternative assets can create opportunities in a volatile world

Prolonged QE lulled markets into a false sense of stability
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/ by Calvin Richardson
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Solving for the retiree problem with innovation

Many retirees struggle to have enough income to fund a comfortable retirement because of an over-reliance on so-called "low risk" asset allocations, a problem that requires innovative solutions to overcome according to the team at Legg Mason's…
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/ by Legg Mason Australia

Events

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Lonsec Symposium 2020

Symposium 2019 was attended by over 450 financial advisers and received great feedback. It presented series of unique challenges, valuable insights and practical solutions to the advisers brought by leading industry practitioners. Next year,…
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/ by Lonsec
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The 17th Fund of the Year Awards Dinner

The 17th Annual SuperRatings Fund of the Year Awards Dinner is a must-attend black tie, gala event for the superannuation and wealth management industries.Join over 400 industry professionals for an exclusive evening of celebration and entertainment,…
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/ by Lonsec
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Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
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/ by Lonsec
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Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
Read more
/ by Lonsec
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Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
Read more
/ by Lonsec
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Lonsec and Invesco Retire Partner Event Melbourne

This event is for financial advisers only About this Event Join the Lonsec Investment Consulting team, along with Eleece Quilliam, National Manager, Invesco Consulting and Ashley O'Connor, Head of Investment…
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/ by Lonsec
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Lonsec and Legg Mason webinar

With yields at historic lows, Australian retirees have a problem. Funding ASFA's $60 thousand per year recommended "comfortable retirement" at current 5-year government bond yields would require an $8.6 million portfolio.* Retirees and their…
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/ by Lonsec

What our clients say

Do it – I did recently and now wonder why I took so long to make the decision to take up the IRate Research Platform. Regular training sessions (webinars), telephone support and friendly staff that know their product.

Lindsay WilsonFinassure Pty Ltd

The Lonsec managed portfolios have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.

Peter HastieStinson Hastie & Co

We use Lonsec’s expertise in our Investment Committee to drive our SMA portfolios. Importantly, the Lonsec team are great to work with. We have found that our relationship with Lonsec is based on trust and a collaborative, team approach to doing business.

Dr John MorrisonValant Capital Partners

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2019 Lonsec Group All Rights Reserved

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.