How we help our clients
Wynyard Park Private Wealth is dedicated to assisting high net worth clients with questions such as:
- How much can I afford to spend in retirement?
- How do I establish a tax free income in retirement?
- How do I best transition to retirement in a safe and tax effective manner?
- Should I have a self managed super fund?
- Should I own shares or managed funds?
- How do I best manage the risk of my portfolio?
- How do I reduce investment paperwork so I can spend more time enjoying my retirement?
- Is our retirement strategy simple enough to be run by either one of us on our own?
- How might I invest for my grandchildren’s education?
- How do I ensure the benefits of my estate are maximised for my family or other beneficiaries?
- How can I create a lasting legacy?
Specialist Financial Advisory Services
We are specialists at helping our clients to protect and build wealth through the following services:
- Asset management - investment and administration
- Company director services - Investment risk management and wealth creation
- Strategic financial planning - strategy and implementation
- Retirement planning - To build and manage wealth in retirement
- Finance and loan services - home and investment property loans
- Philanthropic and charitable trusts - leaving a legacy
- Pro-bono services - helping those in difficult circumstances
- Self managed Superannuation Funds (SMSF) - Complete services
- Trustee arrangements - Trusts and associated services
- Tax return services - Working with qualified accountants
How to get started
We would value the opportunity to have a conversation to discuss your financial needs and how we may be able to assist. Call us on 02 8220 7703 to have a conversation or drop us a line through our Contact Us page.
