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

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…

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…

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…

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.

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

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.