
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.
Investment Consulting
Learn how we can partner with you to create better investment outcomes
Tailored Portfolios
Leverage our experience in portfolio construction and managed account structures to develop your own managed accounts solutions
Managed Accounts
Outsource the core elements of portfolio construction to tap into the expertise and resources of a leading research house
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.
Investment products reviewed and rated
Meetings with fund managers every year
Investment analysts in our research team
Combined years of industry experience
Latest news & insights


As our values change, so does the investment product market

Lonsec Investment Solutions - February 2021 Reporting Season Insights

Crypto: The next ‘tulip’ or a genuine emerging asset class?

Why some value managers missed out on the value rally

Risk and Return

Value factor rally a boon for risk premium strategies

Insights from our CIO – Low rates remains positive for equities

Media Release: Super funds record slow but steady start to 2021
Events

UNBREAKABLE - Lonsec Symposium 2021

Sustainability Webinar: Satisfying your clients' desire to invest according to their values

Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing

Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

Irate Training Webinar

The 18th Annual SuperRatings and Lonsec FOTY

Lonsec and Franklin Templeton Retire Event
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.
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.
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.
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
© 2021 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.