Building successful financial planning partnershipsLonsdale Financial Group Limited (Lonsdale) is a dealer group supporting a network of 100 plus financial planning practices and over 250 financial advisers across Australia.
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Key Business Services
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License Governance and Compliance
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.
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Marketing Communications
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.
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Lonsdale Finance Choice
Lonsdale Finance Choice is a mortgage broking company, which is owned by Lonsdale and dedicated to providing competitive lending solutions, through our approved panel of lenders, to meet the specific needs of our network's clients.
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Xplan Software
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.
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Research Solutions
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.