While the Lonsec Retire GBA tool is no fortune teller, it does ask the right questions to help you provide a clearer picture of what your client’s future might look like — for better or worse.
The Lonsec Retirement Lifestyle Model Portfolios have been constructed using an objectives-based approach, considering those risks most relevant to retirees. Importantly, they can be easily implemented within a typical financial planning process.
The Retirement Portfolio Construction Guide follows the financial planning process and provides a practical guide to dealing with those issues pertinent to constructing an objectives-based retirement portfolio. The Guide also provides support material to the Lonsec Retirement Lifestyle Model Portfolios.
The Retirement APL is comprised of a broad range of quality products researched by Lonsec that can be used by financial advisers to construct diversified retirement portfolios. The APL also provides product by product information about the exposure each has to the risks most relevant to retirees.