Welcome to Wynyard Park Private Wealth
Wynyard Park Private Wealth is a Family Office based in the Sydney CBD. Built on our core values, we provide quality investment and financial planning services to a broad range of clients.
Our business has been built over many years mostly from clients referring their family, friends and work colleagues to our business.
Our approach with clients
In comparison to many other firms, we operate with a relatively small number of high net worth clients. The smaller number of clients per adviser enables us to provide a highly personalised service to each client.
A key aspect of our service is our team based approach to advice. You will generally be working with, and have access to, two very highly qualified advisers who are fully familiar with your situation. This team based approach results in better-quality advice, due to the internal peer review process.
Our approach is to get to know each client personally, through regular client meetings and technical/investment seminars. Our business is entirely referral based and the majority of our clients have been with us for over 10 years.
Our Core Values
To always always always act in the best interests of our clients;
To always act in an ethical, honourable and respectful manner;
To constantly strive to improve ourselves and our service to clients;
To acknowledge our mistakes and deal with them quickly and fairly;
To provide a friendly safe work environment conducive to the above.
We are committed to excellence in everything that we do and believe the quality and character of our team members is just as important as their ability.
We also adhere to the following professional codes of practice.
Generational wealth
Generational wealth is about genuine long term investing. Prudently buying quality investments and holding them for the very long term. Implementing and maintaining sensible diversification. Managing risks. Being tax efficient. Using market volatility and the impetuousness and foolishness of short term investors to your long term advantage. Allowing the magic of compound interest to do its job.
You probably haven’t heard of us. We like to keep a low profile. We believe strongly in contributing to the community, particularly the disadvantaged through Our Pro-Bono Work, but you won’t see us sponsoring major sporting events and you won’t ever see us in super flashy offices with grandiose harbour views.
People won’t hear about you either. We are obsessive about your confidentiality. We are not “name droppers”. No one should ever know you are our client, unless you tell them.
Our fees
Wynyard Park Private Wealth operates on a Fee for Service basis only (we do not charge you commissions). Where possible, we use wholesale funds to keep investment management costs down.
In this way, you can be confident that we are providing advice motivated solely by your best interests and that there is no preference to any one product or service provider. All fees are fully disclosed in our advice documents.
Meet our Advisers
Meet the Wynyard Park Private Wealth Advisers. To learn more about the team, click on the link below.
Meet Your Wynyard Park Private Wealth Advisers
How to get started
We would value the opportunity to have a confidential conversation to discuss your financial needs and how we may be able to assist. Call us on 02 8220 7702 or drop us a line through our Contact Us page.
“Communications are excellent. Advice is soundly based. Don’s primary concern is the welfare of his clients”
