Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish.

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.

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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.

[Source”indianexpress”]