Most financial advice is generic.
Yours doesn't have to be.
We started Redwood to give Australians a better kind of financial advice. Honest, practical, and built around your actual situation, not a template. Here's where we can help.
Everyday Australians with money moving in different directions, but no clear structure pulling it together
Many of our clients have superannuation, a mortgage, some savings, maybe an investment or two, but they're not sure if any of it is set up properly or working as hard as it could be.
If you want clarity on where you stand now, and whether you're on track for where you want to be, this is where we help.
Five areas. Reviewed properly, not by default.
Each area below has its own page that goes into more detail. Click through to whichever is most relevant to you, or book a session and we'll work through all of it together.
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's through super, outside of super, or both, using strategies that align with your timeframes and comfort with risk.
Insurance and Personal Protection
We assess life, TPD, trauma and income protection to help ensure your family and income are protected if something unexpected happens.
Cash Flow and Tax Planning
We help you understand where your money is going, identify pressure points and use smarter structuring to manage tax more effectively over time.
Estate Planning Support
We work alongside legal professionals to help ensure your super, insurance and asset structures align with your estate planning wishes.
You'll understand the cost before you commit to anything
We explain how our fees work and what you receive, before you decide whether to proceed. If our advice isn't right for you, we'll say so.
No surprises
Costs are explained clearly upfront, before any commitment is made.
No pressure
You decide whether to move forward. There's no expectation either way.
No obligation
The initial conversation and review come with no requirement to proceed.
Start with a strategy session
We'll talk through your situation, answer your questions, and outline what support could look like from here. The review, the strategy and the session are all at no cost.
Book Your Strategy SessionABN: 46 679 016 525 | AFSL: 561 658