Lonsec Retire

We partner with global fund managers to bring you the latest innovations and insights in retirement planning.

Industry Retirement Insights

The Industry Panel brings together insights from thought leaders who specialise in retirement strategies and advice.

Lonsec Retirement Perspectives

Our strategic insights into the specific issues surrounding the offering of financial advice for retirees.

The Lonsec Retire Program

As investors move from the accumulation phase into retirement, what they require and expect from their investments changes significantly. Lonsec’s Retire program helps advisers understand these issues, how they impact the structure of portfolios, and how different investment products can support different objectives.

Now in its ninth year, the program continues to grow and now includes insights from leading investment managers and other industry participants that make up our thousands of clients.

Retirement Insights

, , ,

Risk and Return

As always there will be many different opinions on what might happen to markets in the coming year, but by and large most will agree it is unlikely to top the volatility and uncertainty of 2020. Amid the stimulus packages, lockdowns, PPE and…
/ by Talaria
RETIREMENT INSIGHT TALARIA
,

COVID-19: Nearly a year on...the Retiree perspective

It’s been nearly a year since the world changed as COVID-19 took hold. Of all that has been written about and said so far, the word ‘uncertain’ seems to be the most enduring. Uncertainty is not many people's preferred state, but for…
/ by Talaria

Is the sharemarket correctly pricing in fundamentals?

Many retirees with investments in the sharemarket will have seen the recent momentum-driven obsession and hysteria with companies like Afterpay, whose share price has gone from $20 to $100 in the space of six months, despite the fact that the…
/ by IML

Partners

The Lonsec Retire program brings together thought leadership content from a selection of industry leading product and service providers. It offers financial advisers strategies and ideas to help provide better retirement portfolio solutions for their clients.

 

Partner with us

Our Retire Partners are able to share their global insights directly with Lonsec’s financial adviser community through regular articles and events.

Find out how you can partner with us.

Call us on 1300 826 395 or email info@lonsec.com.au.

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.