Our Services
We started Redwood to give Australians a better kind of financial advice; honest, practical and built for real people. Everything we do is about helping you feel confident with your money and clear about your next step. From super to insurance and beyond, we’re here to guide you with advice that makes sense and actually makes a difference.
Who We Help
We work with everyday Australians who have a job, a family and money moving in different directions, but no clear structure pulling it all together. Many of our clients have superannuation, a mortgage, some savings, maybe an investment or two, but they are not sure if things are set up properly or working as hard as they could. If you want confidence around where you are now and whether you are on track for the future, this is where we help.
What we do
Superannuation Strategy
We review your super fund, fees, insurance, and investment mix to make sure it actually suits your income, goals and stage of life, not just where you landed by default.
Investments and Wealth Building
We help you invest with purpose, whether that is through super, outside of super, or both, using strategies that align with your timeframes and risk comfort.
We assess life, TPD, trauma and income protection to ensure your family and income are protected if something unexpected happens.
Insurance and Personal Protection
We help you understand where your money is going, identify pressure points and use smarter structuring to reduce unnecessary tax over time.
Cash Flow and Tax Planning
Estate Planning Support
We work alongside legal professionals to help ensure your super, insurance and asset structures align with your estate planning wishes.
Fees and Transparency
We believe you should understand costs before you commit to anything. We explain our fees clearly, how they work, and what you receive before you decide to proceed. There are no surprises, no pressure to move forward and no obligation until you are comfortable and informed.
If our advice is not right for you, we will tell you.
Ready to get clarity?
If you want to understand where you stand and whether changes are worth making, the best place to start is a strategy session. We will talk through your situation, answer your questions, and outline what support could look like from here.