Lonsec Retire is a collaboration between Lonsec and Milliman which leverages off the combined financial intelligence and investment expertise of both organisations.
Lonsec Research Pty Ltd (Lonsec) is a specialist investment research and consulting business that focuses on providing investment insight, advice and solutions to stakeholders in the wealth management industry.
Lonsec’s expertise in generating investment insight and advice solutions makes it a valuable research and consulting partner for financial advisory businesses. With its genesis as a dealer group research unit and a long history of providing research and consulting services to financial advisers, Lonsec’s experienced analysts and consultants have a sound understanding of the advice processes and products used in both the accumulation and retirement phases of the investor lifecycle.
Lonsec is a subsidiary of Lonsec Fiscal Holdings Pty Ltd, a privately owned entity with a multi-brand strategy of providing leading financial services research.
Milliman is among the world's largest providers of actuarial and related products and services. The firm has consulting practices in healthcare, property and casualty insurance, life insurance and financial services, and employee benefits. Founded in 1947, Milliman is a firm with offices in major cities around the globe.
Through consulting practices in employee benefits, healthcare, investment, life insurance and financial services, and property and casualty insurance, Milliman serves the full spectrum of business, financial, government, union, education, and non-profit organisations. In addition to our consulting actuaries, Milliman’s body of professionals includes numerous other specialists, ranging from clinicians to economists.
Despite our impressive growth over the past six decades, we still operate according to the guiding principles of our founders, Wendell Milliman and Stuart Robertson. We retain their rigorous standards of professional excellence, peer review and objectivity. We remain committed to developing innovative tools and products and providing expert solutions. And we continue to earn our clients’ trust by keeping our focus fixed on their business objectives.