How We Work: No Surprises, Just Clarity.

At Redwood Financial Planning, we believe in building trust and understanding before anything else. That’s why we offer all initial conversations with our advisors completely complimentary.

Here’s how it works:

1. Initial Chat – Complimentary

When you get in touch, we’ll discuss your current financial situation, goals and priorities. We’ll listen, ask the right questions and make sure we’re the right fit for your needs. This first step is free, with no obligation.

2. Research & Strategy – On Us

If it looks like we can help, we’ll review your super, investments, insurance, tax position and cash flow to see where improvements could be made. We’ll present our findings and outline a potential strategy. If we don’t believe we can add value, we’ll tell you and point you toward someone who can.

3. Only Pay If You Proceed

You’ll only pay if you decide to move forward with our recommendations. In many cases, fees can be deducted from superannuation, so there are no out-of-pocket costs. We’ll be upfront about fees before any commitment.

No Surprises

From your first conversation to ongoing support, we’re transparent about every step. If at any stage you choose not to proceed, there’s no cost to you.

In Summary:

• Complimentary first meeting

• No cost until you choose to proceed

• Clear, transparent fee structure

• Guidance even if we can’t assist directly

We want you to feel at ease, knowing there’s no pressure to move forward unless you’re completely comfortable with the plan we present. If you have any questions or want to learn more about how we can help, don’t hesitate to reach out.