Lukasz de Pourbaix

Financial advisers now have access to a new interactive smart technology to help identify and model individual goals and outcomes for clients.

Lonsec Research has launched its Goals-Based Analysis (GBA) tool, the first of a new wave of actuarial backed modelling tools that allows financial advisers to analyse different investment strategies based on the client’s time frames and goals.

“The GBA tool can be used directly with the client to show the impact of adjusting input amounts, timing, goals and circumstances based on their lifestyle plans and retirement goals,” Lonsec General Manager Investment Consulting, Lukasz de Pourbaix said.

“Importantly, GBA also helps advisers explain and demonstrate the trade-offs required between client objectives, the likelihood of achieving these goals and the investment strategy,” Mr de Pourbaix said.

“For most clients the main risk they are concerned with is the risk of not achieving their goals, this can range from generating a certain level of income in retirement, through to leaving money for the next generation. Our new GBA technology makes the link between investment strategy and real life goals in a friendly and engaging way,’’ he said.

“The GBA tool not only offers advisers an easier and more transparent way to communicate but provides clients with more confidence that they are on track to achieving their goals.”

The new technology has been developed in partnership with global actuarial consulting firm, Milliman and is now live on Lonsec’s dedicated retirement site LonsecRetire (www.lonsecretire.com.au).

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