Financial Planning

Our Licensee

When tailoring financial recommendations for your needs, it’s vital that we have ready access to the latest technical and industry information. In order for us to achieve this, and to ensure our business operates at the highest level of industry compliance, we have partnered with national financial planning group Lonsdale Financial Group Limited, part of the IOOF group.

Lonsdale Associates (financial advisers) are required to undertake ongoing professional development and training and provide their clients with a full range of financial planning services. This includes developing wealth creation strategies such as investments (through direct shares and managed funds), retirement planning, superannuation, taxation, insurance, estate planning, mortgage and lending services and personal insurance.

Our Investment Service Providers

In addition to direct shares, direct property, cash and fixed interest, there are literally thousands of managed fund options in the world of investment. That’s why we draw upon the expertise of objective investment analysts who investigate and rate the managed fund options according to their skills, performance and management style.

From this information, Lonsdale using the research supplied by Lonsec has created an ‘Approved product list’ of managed investment options from which we select when creating our recommendations. This list is comprehensively reviewed on a monthly basis and adjusted when necessary to maintain a high standard of choice and security when preparing our recommendations for you.

Our list comprises of Australia’s leading fund managers who have demonstrated enduring proficiency and performance over the years, along with a range of ’boutique’ managers who have been selected to fulfill specific client needs.