Lyndhurst Private Office in Brisbane City | Financial planner

Lyndhurst Private Office

Locality: Brisbane City

Phone: +61 428 014 058

Address: Level 5, 10 Eagle Street 4000 Brisbane City, QLD, Australia

Website:

Likes: 22

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

15.01.2022 This article puts words around something we all innately know, but often do the opposite (I know I am guilty of it!)

09.01.2022 What is a Private Office... part 2 ‘Private’ denotes both discretion and integrity. ‘Office’ because it is not a bank or institution, but a group of individuals with expertise that are all focused on the same goals. A Private Office seeks to take the best elements of its competitors:... - providing the structure, consistency and robustness that can be achieved by a Private Client practice, and additionally - fulfilling the role of Family Office by providing sophisticated consolidated reporting, setting the strategy for this generation and those that follow

01.01.2022 What is a Private Office? It is a relatively new term globally and it’s not widely used, particularly in Australia. Financial advice in Australia is now dominated by banks, insurance companies and listed financial institutions, and the conflict that comes with it. ... It is not a question that is being asked very often by high net worth individuals in Australia, but it is a question that should be asked. Watch our page for more detail.