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.
