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.
Three key areas of financial management
Find Lost Superannuation Funds
Claim ATO Held Superannuation
Consolidation of Multiple Funds
Pro-Active Investment Strategies
Employee Superannuation Plans
Self Managed Super Funds SMSF
Tailored cover to suit your needs
Total and Permanent Disability Insurance
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