The Lonsdale Governance Service is designed to form an integral and ongoing part of our clients’ management and compliance processes. Our License Governance and Compliance team actively reduces the compliance burden on Associates.
The aim of our marketing communications is to create awareness of your firm and its products and services, increase client loyalty and reinforce your position as the expert in delivering strategic financial advice to your clients. The program includes access to a quarterly client facing newsletter, online media article database and a range of client brochures.
Access Lonsdale’s hosted Xplan site includes various customised solutions which are developed to build efficiencies within your business. Lonsdale has committed head office resources to continually develop and enhance the hosted site and provide ongoing support. This means you are left to do what you do best - provide great financial planning advice and service to your clients.
Lonsdale offers access to a range of research solutions through our quality partners at preferential rates. This includes access to investments, superannuation, personal and business insurance and finance.