Wynne Capital is a financial planning practice that works along side their clients to successfully achieve their financial targets. We provide comprehensive advice in three key areas of financial management for individuals, couples, families and retirees.

Our core focus is to help eliminate the confusion typically associated with essential financial planning strategies and financial instruments Australian's rely on the most.

Our Services

Three key areas of financial management

Superannuation Investments

Find Lost Superannuation Funds
Claim ATO Held Superannuation
Consolidation of Multiple Funds
Pro-Active Investment Strategies
Employee Superannuation Plans
Self Managed Super Funds SMSF

Personal Insurance

Tailored cover to suit your needs
Income Protection
Life Insurance
Total and Permanent Disability Insurance
Trauma Insurance

Investments

Private Investments
Equity and Personal Investments
Managed Investments Strategies and Plans
Personalised Investment Plans

Planning and assessing your financial direction is important and doesn't need to be confusing.

Do you know where all your superannuation funds are?

Most people have 3 Super Funds

That's 3 sets of fees and usually insurance premiums

Have you ever had your funds performance reviewed?

Funds have default investments options

Typically they don't suit the individuals needs

If you couldn't go to work, could you pay your bills?

Insurance protection suited to your situation can provide the cover when you need it the most.

We provide value

We work with our clients to minimise costs and maximise growth potential by identifying the appropriate investment strategies

We safeguard and protect

Our clients financial situation is important and requires protection throughout life's ups and downs

We eliminate the confusion

We help educate our clients on financial instruments and provide assurance of their financial direction

Find out how we can help you with your financial direction