Lyndhurst joins Shadforth
Shadforth Financial Group has expanded into Queensland with Lyndhurst Family Advisory as of today.
Shadforth said Lyndhurst’s holistic approach to managing both emotional and financial wellbeing of clients would further enhance Shadforth’s wealth management capabilities.
Lyndhurst assists families taking care of loved ones who have lost their capacity through illness or injury, by managing affairs for the entire family through combining financial services with human services through its wellbeing advocacy service.
Lyndhurst also provides private office advice service that empowers financially successful families wishing to turn their success into significance, through prudent management of assets and a strong focus on multi-generational legacy.
Lyndhurst director and founder, Charlie Fraser, said: “Joining Shadforth allows us to continue to apply our holistic philosophy and approach to an expanded range of clients, while accessing greater infrastructure and capabilities to better support our existing clients”.
Fraser was also awarded Financial Planner of the Year at Money Management’s Fund Manager of the Year Awards in May.
The advisory’s associate adviser, Sarah Grealy, also joins Shadforth as a wellbeing advocate.
Recommended for you
Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternative framework to the “licensed and self-licensed” model.
The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Management bidding to take over its investment management.
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies.
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.
