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 accumulations phase into retirement, what they expect and require from their investments change significantly. Lonsec’s Retire program is designed to explain some of these key issues and help advisers understand how they impact on the structure of portfolios and the different products in the marketplace that can support the goals of these investors.

Now in its 7th year, the program continues to grow and now includes nine partners supporting a wide range of educational materials and events.

The highlight of the program is the Lonsec Symposium, held annually in May. In 2020, a broad range of industry speakers and a line up of highly respected keynote speakers is expected to draw over 600 attendees to the International Conference Centre in Sydney.

Retirement Insights

Prudent Growth with Low-Volatility Equity Investing

Examining some underappreciated benefits Key Takeaways • In order to fund liabilities, achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide, but are concerned…
/ by Fidelity International
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Media Release: Lonsec Managed Accounts add over $100M in October

Lonsec’s managed accounts have posted the fourth consecutive month of record growth in October, adding $100m in net inflows across its broad suite of diversified, retirement and listed portfolios. The results highlight the success of Lonsec’s…
/ by Gordon Toy
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An Active Moment for Income Investing

COVID-19 has created one of the biggest drawdowns in Australian Equity earnings in history, even bigger than during the Global Great Financial Crisis. Income investors are thus understandably concerned about the impact the shutdowns and ongoing…
/ by Franklin Templeton

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.