The Wealth Report for
Busy Aussie Families
and professionals
Practical, easy-to-follow steps from licensed financial advisers to stop money leaks, reduce tax drag and set up your super and cash flow for the future you actually want.
It only takes 30 seconds.
PDF is sent to your email.What’s Inside The Free Wealth Report
This is not a generic guide. The report walks through the exact checks we run every day for working Australians who want to know if they’re actually getting ahead.
Cash flow structure check
How your income is flowing today, where money tends to disappear, and simple ways to create breathing room without cutting everything back.
Tax position review
Common areas where households overpay tax, including missed deductions, inefficient income splits, and super-related tax strategies that are often overlooked.Insurance review
A breakdown of how insurance commonly works inside and outside super, what most people are paying for without realising, and where cover often falls short.Superannuation setup check
How your super is structured, what it’s invested in, the impact of fees, and whether your current setup still suits your age and situation.Investment positioning
Whether your money is actually working hard enough to keep up with inflation, or quietly losing ground over time.Planning gaps
What happens when there’s no clear plan tying everything together, and how small changes can create momentum rather than just movement.
Inside the report, we cover:
PDF sent within a few moments. No spam.General Advice Warning: The information provided on this page and in the Wealth Report is general in nature and does not take into account your individual objectives, financial situation or needs. You should consider whether the information is appropriate for you before making any decisions and, if necessary, seek personal financial advice from a licensed financial adviser. All strategies and case studies are based on our understanding of current legislation, which may change in the future. Past performance is not an indicator of future results. Any examples provided are for illustrative purposes only and do not guarantee any particular outcome.Licensing Details: Redwood Financial Planning Pty Ltd ABN 46 679 016 525 holds Australian Financial Services Licence (AFSL) number 561 658. Brian Kearney (Authorised Representative No. 128 9461) and Ryan Humphries (Authorised Representative No. 130 9222) are authorised representatives of Redwood Financial Planning Pty Ltd.