Our Service Offer

Lonsdale is more than a dealer group – as a Lonsdale Associate you are with a network that understands your business and nurtures growth.

Practice development, leading technology, profitability, professionalism and a community network, are all benefits of operating as part of the Lonsdale network.

Lonsdale has a national team of dedicated Business Managers and Senior Management who understand your business – their combined experience includes practical experience in running their own financial planning firms, coaching financial planning businesses over many years and each member of the team holds financial planning qualifications. Strategic planning support across the Lonsdale practice management programme allows you to choose from a number of services to support and grow your business in the direction you choose.

The right dealer for you

Lonsdale appreciates that not all financial planning businesses are the same. As a Lonsdale Associate you will have a solid foundation, plus flexibility and options. Flexibility in building ‘your’ brand in your name and options on how you wish to charge for your services.

Partnering with the right dealer means having the resources to establish your business vision while being backed up by great support. Lonsdale allows you time to do what you do best – financial planning.

Your dealer should be proactive, grow with you, lead through innovation and provide value added support. Our Associate support is based around four key areas:

• Practice management support
• Compliance support
• Technical support
• Marketing and sales support

Our service to Associates is based around two key assumptions:

• You require assistance with the growth, management and ultimately the exit of your businesses
• To be really effective, you require systems and procedures that are efficient and effective

These services should be offered by every dealer group. But few offer real value and the ability to grow your business with real proven support and in the direction you choose.

Lonsdale’s roots are well and truly in the accounting community, having been formed out of an accounting business in Geelong some 20 years ago. This grounding has ensured that we develop our business around the needs of accounting firms in the first instance, and SMSFs are therefore a clear focus of our network.

Lonsdale’s Commitment

Our commitment is to support professional financial planners and enable them to provide exceptional services to clients while at the same time grow their businesses.

Our commitment to our Associates ensures that we:

• Maintain the number of Associates within the group at a manageable level
• Provide true Practice Management through Lonsdale's Catalyst Program
• Recruit high-calibre, like-minded professionals as Associates and maintain a geographical spread across Australia
• Continue to take a genuine interest in the successes of our Associate’s businesses
• Lead and innovate

Our Associates’ Commitment

A Lonsdale Associate belongs to a network that is committed to providing professional financial planning services to clients.

Associate firms must fulfil the following criteria:

• A full time and committed financial planning resource, dedicated to a full service offer to clients
• Attendance at Professional Development Days and the Annual Conference to ensure compliance with PS146 and FSRA
• Prepare and discuss an annual business plan with your Business Manager as part of the Catalyst program 
• Support fellow Associates by way of client referrals and an exchange of information and ideas
• Where appropriate, to utilise and support all Lonsdale business initiatives, such as insurance, our share broking firm and finance and mortgage lending services and growing the network with like-minded practices

Core Services

Dedicated Business Manager
VisiPlan
Annual Conference and Professional Development Days
Dedicated Insurance and Risk Unit
Wrap Account Limited
Dedicated Compliance Unit
Share Broking Service
Lonsdale Finance Choice
Brokerage Collection
Research Managed Funds
Lonsdale Tech Services
Marketing Material for Clients
Lonsdale SMSF Specialist’s Package

MORE INFORMATION

To find out more about Lonsdale, contact:

Kon Costas
National Manager – Network Development 
Mob: 0407 365 773
Tel:  Victoria (03) 9916 6301 
       SA        (08) 8468 0650
       QLD      (07) 3114 0099
Email kcostas@lonsdale.com.au