New Practices for Lonsdale
3 March 2006
Lonsdale Financial Group (Lonsdale) started 2006 on a high note by bringing three planning practices on board and a firm specialising in the provision of risk insurance advice.
Mario Modica, Lonsdale chief executive said he’s delighted to welcome three Victorian firms and their first Gold Coast practice to the national network of 75 practices and170 advisers.
“A common thread among each new practice as to why they choose Lonsdale came down to our great support structures.
“We average one business manager to 25 practices ensuring that each business receives the attention and support they need to do their business well,” he said.
Mr Modica said that Lonsdale will continue its focus on increasing practice and adviser numbers this year.
“Growing the Lonsdale business also means providing value added services to our network. Every practice is different and our models and structures are designed to provide choice and flexibility.
“Further to core support services, we’re continually expanding our range of additional services. Practices choose from a number of ‘Blueprint Interventions’ ranging from marketing the practice and strategic planning to implement a pricing structure aligned to their business lifecycle,” he said.
New Practice comments:
Complete Risk Analysis, Melbourne
Complete Risk Analysis director, Glenn Kerr said he was influenced by Lonsdale’s recognition of risk as a specialist technical area.
“With our license restricted to insurance products, our firm provides a complimentary service for other Lonsdale advisers.
Lonsdale’s advisers can refer their clients to us where we’ll undertake a financial risk assessment of their personal and business circumstances to mitigate potential risk.”
The Money Growers, Cheltenham, Victoria
The Money Growers’ principal, Bernardo Moyano said that Lonsdale provided them with a framework to grow but also provided the flexibility to tailor the business to their clients.
“It’s a fine balance and Lonsdale came up with the complete package. A highlight is the business manager to adviser ratio, meaning support which focuses on my priorities.”
Lifetime Advice, Niddrie, Victoria
Vito D'Alessandri, director of Lifetime Advice has been in the financial planning business for over 15 years.
“I researched 12 dealer groups and settled on Lonsdale where I could see the best long term benefits for my business. A dealer group with a simple change over process, competitive products, sound support structure and helpful staff cemented my decision.”
Lynrob Financial Planning, Southport, Queensland
Principal of Lynrob Financial Planning, Lyn Hughes has been in practice for eight years.
“My main objective is to provide a professional client service. This was most effectively demonstrated through Lonsdale’s simple and concise SOAs.”
Media queries:
Therase Keating
Mint Public Relations
Tel: 03 9687 1073
Mob: 0408 544449
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