Going beyond

We combine profound business intelligence with investment expertise that adds real value to the decisions made by Australia’s financial professionals; always with the prosperity of investors in mind.

Beyond the data, beyond mere numbers, Lonsec has played its role in the dynamic wealth creation sector for over 20 years, offering precise insights that trigger action and investment strategies that drive others forward.

We do this by making the complex clear and by connecting people to the best tools, technology and investment information possible.

Latest initiatives


No More Practice Investment Series

Lonsec Fiscal CEO, Amanda Gillespie, joins a panel of ‘Guardians’ on a television and investment education first. The No More Practice Investment Series aims to educate SMSF and retail investors on the real face of funds management, highlighting the philosophies and strategies of local and international fund managers. It provides investors with never before seen insights, delivered by those responsible for the creation and management of assets.


BIO — Better Investment Outcomes

We at Lonsec see ourselves as ‘wealth catalysts’, connecting financial professionals with their clients and empowering decisions for better investment outcomes. We’ve now coined the abbreviation “BIO” and activated it through our latest white paper titled It’s Time to Co-Regulate the Financial Product Advice Chain focusing on how the wealth management sector can develop better strategies, products and services with the best interests of the end-investor in mind.
Read More



DOC – What About Me?

Lonsec joins Super Ratings, another member of the Lonsec Fiscal group, to bring DOC (Day of Confrontation) to Australia’s finance market. This year DOC moves to Sydney to be held at the Ivy, October 14th however our commitment to inspiring, confronting and informing financial professionals continues. This year’s conference theme is focused on those that the wealth creation industry serves, the end investor, highlighted through the title “What About Me?”

The Advice Chain

Lonsec has hosted its inaugural roundtable event in Sydney, bringing together thought leaders from across the industry to discuss and debate the key issues of regulation, professionalism and education. Following FOFA’s recent announcement by Senator Cormann and preceding the expected announcement this week by the Senate Estimates Committee into ASIC, the roundtable came at a critical juncture for future of financial advice.
Read More



If it isn't broken, don't fix it... Right?

Not necessarily; it depends on your definition of ‘broken’…The system governing financial product advice for Australians has been subjected to a lengthy and bruising Global Financial Crisis (GFC) post mortem. Government legislated ‘against’ financial planners, the Senate hauled ASIC in for questioning, ASIC reviewed research houses, and financial planners targeted financial product issuers and research houses to take on more responsibility for consumer outcomes.

So surely seven years of reviews, recommendations and legislative changes has led to substantial improvements? In some areas yes, but generally no. Dissatisfaction with the status quo remains high and it’s hard to argue that consumers are now more widely or better advised, more financially literate or better protected, when it comes to using financial products. The system may not be broken, but it still needs fixing…and the answer lies in industry ‘stepping up’ to embrace co-regulation…

Watch Lonsec Fiscal Holdings CEO, Amanda Gillespie, and the General Manager of Strategy & Development, Richard Everingham, discuss what's missing from the system and what needs to change in part two of our video series, It’s Time to Co-regulate the Financial Product Advice Chain.

The video is available for viewing here


Lonsec Monthly Market Update

A five minute monthly market update covering global and domestic economic outlook, a market wrap and the key risks to look out for.

Presented by Bill Keenan, GM Equities Research

The full presentation is available to Lonsec research subscribers in the Quicklinks panel. To enquire about subscribing, please call Lonsec Client Services on (03) 9623 6300.


Global Equities Sector Review

Sector Reviews wrap up a year of incisive analysis, opinion and insight. Participating fund managers’ capabilities are assessed. Their particular strengths and weaknesses are identified, and we interpret how these relate to their ability to add value to their investment products. Sector themes and trends are highlighted. Products within the peer group are compared. Throughout the year our analysts tirelessly dig deep, interrogate and understand. Their findings are in our Sector Reviews, adding real value to our subscribers’ advice.

In our latest video on the Global Equities Sector Review, we discuss the increase of new entrants and products in the market having broken down our global equities sector into more granular, bite sized pieces to ensure we provide advisers with a clear and comprehensive review of the growing sector.

The full presentation is available to Lonsec research subscribers in the Quicklinks panel. To enquire about subscribing, please call Lonsec Client Services on (03) 9623 6300.

Recent Activity

September update of Quarterly Outlook and Investment Insight released

by Em Brown
July 18th 2014
News

Global economic growth is expected to rebound to 3.6% in 2014 (from 3.0% in 2013) predominately on a strengthening US economy.

The advice chain: it may not be broken but it still needs fixing

by Michael Adlam
June 25th 2014
News

Lonsec this week hosted its inaugural roundtable event in Sydney, bringing together thought leaders from across the industry to discuss and debate the key issues of regulation, professionalism and education.

No More Practice Investment Series

by Mike Adlam
June 24th 2014
News

Lonsec Research CEO, Amanda Gillespie, joins a panel of ‘Guardians’ on what will be a television and investment education first.