Helping Clients Approaching and In Retirement

Whether you are approaching or already retired, quality financial advice is vital. At Wynyard Park Private Wealth, we have been helping people retire successfully for over 20 years.

Retirement should be a time to relax and focus upon doing what you have always wanted to do in retirement. This may mean enjoying the trip of a lifetime, taking time out with family and friends or using retirement as an opportunity to relax. This is easy said but not always achieved as changing financial circumstances and health matters can get in the way.

Planning your retirement

We find that everyone’s goals for retirement are different but there are some common themes, such as lifestyle decisions, securing regular income and estate planning. To help our clients plan their retirement we will discuss the following key issues: 

• Your desired lifestyle in retirement

• The income required to fund your lifestyle

• Understand your current financial resources

• Recommend a strategy that will best meet your lifestyle income needs.

At retirement, many clients start to consider other elements of their financial life that often include:

• Estate planning – Making sure that the right assets are passed onto the right people at the right time

• Leaving a lasting legacy – Contributing funds to charitable foundations and/or commencing their own charitable fund

• Consideration towards their future home. For example, looking to downsize and seeking alternative housing such as retirement homes.

How we can help

Our purpose is to manage our client’s wealth through the good and bad times, allowing our clients to get on with their retirement knowing their financial security is being taken care of.

We are dedicated to providing the highest standard of financial advice. Our process has its foundation in "personal" advice. As we operate a business with a small number of high net worth clients, we create the time to ensure that we fully understand your needs and that you fully understand the recommendations that we put forward.

In a world whereby everyone appears to be time poor, our clients find our personal and hands on approach to be comforting. We make the time to be available for you and ensure that we have two highly qualified advisers working on your financial plan.

We have a robust on-going review process to ensure your financial plan stays on track. We keep you informed as the investment world changes and create new recommendations when we believe the time is right. This process includes access to two highly qualified financial advisers and regular face-to-face review meetings.

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.