Professionals and Company Directors
City professionals and company directors regularly seek financial advice from Wynyard Park Private Wealth. We have a long standing reputation of being able to understand their needs and deliver our services in a professional and confidential manner.
Life in a demanding role will often culminate with a strong income but with little time to assess and maintain the right financial plan. Often, these roles come with other investment opportunities, be they bonuses, allocations of company shares or additional company benefits. To maximise these opportunities, careful planning is required.
Wynyard Park Private Wealth’s managing director, Don Nicol, has been working in the financial world since 1986, starting on the floor of the Australian Stock Exchange. His journey has led him to establish his own private wealth business, managing the financial affairs of high net worth individuals.
Our purpose is to manage our client’s wealth through the good and bad times, allowing our clients to get on with business, knowing their financial security is being taken care of.
Our dedicated services
To provide the support that city professionals and company directors require to make the most of their wealth, we can assist with:
Cash-flow planning
Managing direct shares and options
Assessing and balancing investment portfolio risk
Maximising superannuation, including self-managed superannuation funds (SMSF)
Full review and implementation of insurances including life insurance, salary protection and crisis cover
Access to a range of finance opportunities for home loans, investment properties and SMSFs.
Most importantly, we are here to help with any questions you may have. We live in a world that is rapidly changing one that often creates issues and opportunities to consider. The team at Wynyard Park Private Wealth is forever vigilant, overseeing your portfolio, assessing the market for new opportunities and communicating with you in a professional manner.
How we work
As with all quality relationships, our first step is to better understand you and your financial aspirations and to make sure that you are comfortable with our advisers.
Once we are all in agreement to proceed, we will document a strategic financial plan and work with you to have it implemented. We pride ourselves on our efficient ongoing service and we will remain in regular contact with you throughout the year, to make sure that your financial plan is on track.
We always assign two experienced and highly qualified advisers to each client. This ensures a strong peer review within our business and also assists our clients who can access either adviser with any questions or requests.
Our clients often comment that our business is very resourceful, knowledgeable and without any nonsense.
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.
