Investment solutions for different needs

Redwood private wealth management service is not for everyone. But for those our skill-set does suit, it is unparalleled in terms of its sophistication and scope.

Our clients are typically not representative of ‘normal’ Australian investors. They usually have a need for more strategic, longer-term investment solutions and other financial-management requirements, which are more complex and substantial. These are the people we can help most:

Medical Specialists

Over the years, medical specialists have become a significant part of our business. This is possibly because specialists understan...

Business Owners

We are fortunate to work with some very successful business owners and to learn from their experiences. What is clear from our dea...

Self-funded Retirees

We work with many people from diverse backgrounds leading up to and through retirement. Their wealth is usually the result of hard...

Executives and Professionals

Most often, executives and professionals spend considerable time developing and attending to plans for the clients and organisatio...

Charities and Philanthropy

We are fortunate to be able to leverage our professional skills to help some clients achieve their charitable and philanthropic ob...