Our story begins with a formula. One that’s worked since 1984

In 1984 Dr Merv Lincoln developed his world first Financial Health Model. This model allows our clients to confidently and successfully invest in quality, high performing stocks and easily avoid high risk potential disasters. Disciplined, self-managed investors choose a Stock Doctor membership, while busy, time poor investors prefer Lincoln’s managed funds.

Portfolio Health Check.
How financially healthy is your share portfolio?

Health Check Tool
Check here

Over 20 Years of proven
long–term performance

Performance Chart
Find out more

Super Wealth Projector.
Will you have enough superannuation for retirement?

Wealth Projector Tool
Check here

Investment Success in three easy steps

  1. Stock Doctor analyses
    the financial heath and
    quality of every ASX
    stock to discover what
    we call 'Star Stocks.'
  2. Our analysts then
    validate and confirm
    the Star Stock
  3. Lincoln Members
    invest with confidence and enjoy
    outstanding performance,
    with a choice between
    Stock Doctor and
    Managed Investments.

Strategic partners

Australian Investors Association
Australian Shareholders' Association
SMSF Members Association
Bell Direct
Investment Trends

As seen in

Smart Investor
Sky News Business
ABC News
The Australian
SBS News
Switzer Super Report
The Bull

A team who cares

Alzheimers Australia
Oxfam Australia
Children's Party
Carlton Respects

Testimonials are provided by third parties for information purposes only and are not intended to be financial product advice. Please refer to "Terms of Use" for more information.

All figures, information and illustrations are as at 30 September 2016 unless stated otherwise.

^Disclosure - Star Stock Past performance: Star Stock (encompassing Star Growth, Star Income and Borderline Star Growth) returns were calculated by Lincoln as a measure of the historical performance of the strategy, reflecting the changes in recommendation and the performance of them over time and do not represent an actual investment. Investments go up and down. Past performance is not a reliable indicator of future performance and should not be relied upon.

The performance over the stated time period/s reflects the capital return and dividend income paid on a notional portfolio of $100,000 that is equally invested in each Star Stock category at the commencement of the relevant performance period quoted. The portfolio is rebalanced to equal weight exposure when the composition of the Star Stocks changes. Dividend distributions are reinvested in the specific investments which generate the distribution on the appropriate ex entitlement dates.

For all transactions, closing prices for the next trading day are assumed. Transaction costs of 0.5% on each purchase and sale have been incorporated into the performance figure. Returns are expressed on a per-annum basis, with the exception of time periods of less than 12 months where they are quoted as actual for the relevant period. The calculation makes no allowance for other distributions, government charges or tax, or annual subscription fees payable to Lincoln.

All performance figures are calculated as a per annum percentage and reflect the overall capital return and actual dividend income paid of the strategy highlighted above for the stated time period presented. It is important to note that for returns on periods longer than 12 months, actual annual returns achieved during the time period would have varied, both positively and negatively, from the stated overall performance figure. For returns of 12 months, the per annum performance varies positively and negatively month to month reflecting the volatility of the equities asset class. Therefore no performance figure should be taken as a reliable indicator of future performance.

The Star Stock criteria have not remained constant but have been revised and updated over time. The quoted performance reflects actual Star Stock recommendations as they have been published to the public over time and have not been retrospectively implemented.