Building A Legacy

At Wynyard Park Private Wealth we are about securing, fortifying and safely expanding your family interests over the long term. 

Our mission is to deliver comprehensive wealth management services, individually customized for every client. Our personalised service is designed to deliver security and peace of mind, as well as a sense of direction and control over your financial affairs. We aim to help you build a family legacy that will survive and prosper through multiple generations, even centuries.

Long term financial independence and security is built upon :

• proper asset allocation and diversification, ongoing monitoring and regular reviews.

• quality assets purchased on firm fundamentals, a disciplined investment strategy and holding for the long term.

• continued training and education to ensure client comfort, as well as innovative, expert solutions to client needs.

Because your goals are simple, so your long term strategy should also be simple. It may have the complexity of a number of levels and a multiplicity of assets, but it should always be simple enough for you to understand. Simple enough for your family and heirs to understand. Simple enough for them to be inspired to aspire to success in their own right, without the arrogance and laziness sometimes borne of the expectation of significant inheritance. The old adage “shirtsleeves to shirtsleeves in three generations” is a very real one. In fact, for 98% of high net worth families (with assets in excess of $25 million), their great grandchildren will not see any of their wealth - it will be gone. Helping your family avoid these pitfalls is the real legacy our clients value.

 We assist family members to understand and manage their personal cashflow. We help them to grow their own wealth, without putting themselves or the family wealth at risk. In short, we help the family to avoid silly mistakes. The kind of mistakes which result in over-spending, inefficient investments, unnecessary risks and at worst, catastrophic losses.

The good times always end with a crash because markets, like life, are cyclical. As Warren Buffett famously said “...you only find out who is swimming naked when the tide goes out” (Letter to shareholders, 2001). The key is to never swim naked and to stay out of the shallows. Unfortunately, those who ignore history are condemned to repeat it.

We will set in place a strategy that will secure and grow your family’s capital base, keeping it simple enough for you and future generations to understand, follow and keep track of. Our success is based on honest, ethical relationships with our clients and our staff. We provide responsive professional service to our clients via a team of high quality individuals working collaboratively in a supportive environment which values learning, improvement and excellence.

How to get Started

Feel free to call our office on 02 8220 7703 to have a confidential conversation as to how we may be able to assist to secure your financial future. You can also make an inquiry at our Contact Us page.