How to Maximise Your Retirement Portfolio: Insider Tips from a Chief Investment Officer ft. Nathan Lim | Ep. 31

In this episode, we're joined by Nathan Lim, Chief Investment Officer at Lonsec, one of Australia's most prominent investment research, ratings and implemented solutions businesses serving financial advisers, fund managers and the superannuation industry.

Nathan talks about the importance of staying invested through market volatility, relying on well-diversified portfolios matched to your risk tolerance, and financial advisors' critical role in helping clients achieve their financial goals.

He also discusses how Lonsec provides independent research and tailored investment solutions to support financial advisors, the need to look beyond labels like "balanced" to understand what's really in a fund, and why investors shouldn't try to time the market by jumping between different risk profiles.

If you want to understand how a leading investment research house supports financial advisors in building robust client portfolios and achieving retirement goals, then make sure to listen to this episode!

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SHOW NOTES LINKS

https://www.linkedin.com/in/nathanlim1/ 

https://www.lonsec.com.au/
https://www.linkedin.com/company/lonsec/
https://vimeo.com/lonsectv
https://www.lonsec.com.au/contact 

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LISTEN TO THE PODCAST

Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF

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FIND US HERE

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CONTACT US

hello@rykercapital.com.au   

Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537

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TIME STAMPS:

00:00 - Intro
03:12 - A Look Into Nathan Lim's Career
05:58 - What is Lonsec & How Does it Support Financial Planners?
10:27 - Utilising Fund Reports
14:52 - Generic Type of Funds & Investment Options
19:30 - Finding That "Comfort Zone" for Clients & Measuring Risk
26:51 - "Market Maintains Momentum"
31:06 - Asset Location Change in the Balance Portfolio
33:17 Conclusion/Outro

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DISCLAIMER

The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation. 

Chapters

• 0:00 Intro
• 3:12 A Look Into Nathan Lim's Career
• 5:58 What is Lonsec & How Does it Support Financial Planners?
• 10:27 Utilising Fund Reports
• 14:52 Generic Type of Funds & Investment Options
• 19:30 Finding That "Comfort Zone" for Clients & Measuring Risk
• 26:51 "Market Maintains Momentum"
• 31:06 Asset Location Change in the Balance Portfolio
• 33:17 Conclusion/Outro