News in Kingston

Kingston: How to withdraw successfully from your investment portfolio

By Ellie Brown - Local Democracy Reporter

20th Jan 2022 | Opinion

Jason Lurie is a financial planner at Holland Hahn & Wills (Image: Jo Robbens Photography)

In his latest blog for Nub News, Kingston financial advisor Jason Lurie, from local business Holland Hahn & Wills, explains the 'cascade' approach to financial planning and how to successfully withdraw from a portfolio of investments.

In their fireside chat Simon and Amyr talk about how to successfully withdraw from your portfolio and show some interesting diagrams.

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