Lonsdale Financial Group Limited (Lonsdale), is one of Australia’s first full service financial planning networks. Established in 1985, Lonsdale draws upon over 25 years’ experience in the Financial Services industry, creating sustainable successful financial planning businesses.
Since its inception in 1985 Lonsdale has evolved into an Australian Financial Services Licensee with over 180 financial planners Australia wide. Lonsdale is a proactive Licensee with a strong financial planner network. Lonsdale has strict criteria for those who wish to join the network and Lonsdale financial planners are committed to:
- providing their clients with a full time and committed financial planning resource
- ongoing professional development to ensure your financial planner keeps up to date
- providing their clients with a full range of financial planning services.
There are a number of different reasons people see a financial planner. Whatever your reason for seeing a financial planner, a Lonsdale financial planner will be able to provide you with tailored, comprehensive and considered financial plans to meet your financial goals and needs.
Some of the services available through a Lonsdale financial planner are:
- superannuation advice
- retirement planning
- tax effective investing
- personal insurance
- estate planning
- direct share placement and advice
- managed fund research and advice.
Lonsdale financial planners strive to provide innovative and effective plans that fit in with their clients’ financial goals. They seek to provide alternatives and ensure their clients are educated and comfortable with the recommendations made.
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