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.
Superannuation
At Redwood Financial Planning, we provide tailored superannuation advice that aligns with your unique financial goals and needs.
Why does this matter?
Because, aside from your home, your superannuation is likely to be one of your most significant investments in your lifetime.
In the realm of superannuation, even minor changes can have a substantial impact. Our aim is to help you gain a clear understanding of your superannuation and ensure it’s working as hard as you do.
Insurances
A solid financial plan includes preparation for life’s unexpected events.
We believe that reviewing your current insurance strategy is crucial for providing customised insurance advice that meets your specific needs. Our personal insurance strategies aim to protect yourself, your loved ones and your assets.
Redwood Financial Planning partners with a variety of insurance providers to find the best value for your investment, giving you peace of mind.
Retirement Planning
If you’re nearing retirement, it’s essential to ensure everything is in order.
We recognise that this preparation goes beyond just managing your Superannuation. We offer comprehensive solutions that include Tax Planning, Estate Planning, Risk Management and Government Benefits.
Our goal is to help you maximise your wealth while also securing it for the future.
We want you to fully enjoy this well-deserved next chapter of your life.
Budgeting & Cashflow
Understanding your cashflow is key to taking control of your finances.
Based on the Financial Wellness Survey of 2024, nearly half of Australians live paycheque to paycheque. We want to change this and bring back financial stability to you.
We assist you in creating a comprehensive budget and reviewing important areas of your spending. This process will help you achieve financial stability and pave the way for a brighter future.
With a clearer picture of your income and expenses, you’ll have a solid foundation to build upon as you work towards your financial goals.
Wealth Protection
Protecting your wealth is as crucial as building it.
We focus on strategies to shield your assets and provide peace of mind. Our services include insurance solutions and risk management approaches tailored to your needs.
We believe in proactive planning to safeguard your financial future. Our team works with you to identify risks and implement strategies that keep your wealth secure, allowing you to focus on your goals without worry.
With our guidance, you’ll navigate wealth protection with confidence, knowing your financial legacy is protected. Let’s take the necessary steps to fortify your future.
Schedule a complimentary
Wealth Strategy Session.
Find our what’s holding
your wealth back.
Spot the gaps holding your money back.
We’ve packed this report with the same checks we run for our clients — super, investments, insurance, tax and cash flow.
See where you could be losing ground and where small changes might have the biggest impact.
General information only. See our Financial Services Guide before acting.