Lyndhurst Dynamic is designed to support your needs as you start to withdraw money from your investments to support your lifestyle in retirement.
“Our role is to identify, achieve and maintain your desired lifestyle without the fear of running out of money.”
Lyndhurst Dynamic has been designed to assist our clients in determining their individual financial goals and after considering their resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals.
As well as the consideration of tax, there are additional risks to consider when you start drawing money from your investments and our investment committee have structured portfolios to help mitigate some of the risks when you start taking income. The structure of your investments will differ from when you were accumulating assets and your ability to replace investment losses is reduced.
Our advisers will bring your retirement journey to life using a suite of tools to enhance your understanding, through reports and visual aids.