Lonsec Retire

Lonsec Retire

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

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Industry Retirement Insights

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

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Lonsec Retirement Perspectives

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

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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.

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Retirement Insights

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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…
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/ by Talaria
RETIREMENT INSIGHT TALARIA
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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…
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/ 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…
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/ by IML

Events

SuperRatings and Lonsec Fund of the Year Awards 2021
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Lonsec and SuperRatings Fund of the Year Awards 2021

REGISTRATION NOW OPEN Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and…
/ by Lonsec
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Lonsec Retire Webinar: Why income from equities is increasingly important for retirement

With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best way to structure…
/ by Lonsec
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Lonsec Retirement Webinar - With Rates So Low, Why Do I Need Fixed Income

RECORDING AVAILABLE With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially…
/ by Lonsec
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Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset…
/ by Lonsec
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Lonsec and Pendal Retire Event - Equities, Impact and ESG

This event had passed. Please register to watch the On-Demand. CPD Points are available for On-Demand. Synopsis: If last year was about managing fast and frequent change, 2021 is about adjusting to an ever-shifting investment…
/ by Lonsec
Lonsec Symposium 2021 - UNBREAKABLE
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View Recording: Lonsec Symposium 2021

Thank you to those of you who joined Lonsec Symposium. We hope you found the sessions useful and informative, and we would love to hear your feedback on the event. For those of you who were unable to attend or tune-in live, we have made the…
/ by Lonsec
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Sustainability Webinar: Satisfying your clients' desire to invest according to their values

As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure their investment solutions align with their clients’ values. What am I really…
/ by Lonsec
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Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing

In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about downside risk. Low-volatility equity investing provides clients with…
/ by Lonsec
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
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Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for years and likely decades to come. Investors must be prepared to…
/ by Lonsec

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

© 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.