History shows that planners who spend less time focusing on the operations of their business and more time with clients discussing strategy are more successful.
Lonsdale has laid the foundation for you to do what you do best - provide great wealth management advice and service to your clients.
- Dedicated Business Management team
- Structured leadership forums
- Business coaching
- Catalyst for Financial Planners
- Business planning
- Benchmarking
- Service packaging & pricing
- Building a referral network
- Succession planning
- License Governance and Compliance team
- Compliance support, process and templates
- Representative audits
- Brokerage and fee collection system
- Marketing
- Newsletters
- Articles
- Seminars and campaigns
- Customised and administered financial planning software (Xplan)
- Research and Share Broking
- Managed funds, structured products, direct equities, property, infrastructure, agribusiness
- Model portfolios - Direct equities and Managed funds
- Share broking
- Access to competitively priced platform
- Access to Products and Services
- Annuities
- Multi Manager
- Cash funds
- SMSF Administration Service
- SMSF Audit Services
- Risk insurance
- Finance and Lending
- Extended Business Solutions, including
- Estate Planning
- Technical Services
- Acquisition and succession expertise
- Equity participation
- Lonsdale Finance Choice
- Lending solution