Combined financial expertise
We leverage the diverse expertise within our whole team, and work together in an integrated way to deliver optimised investment and wealth strategies for our clients.
Working together, we have one focus: You.
At Redwood Wealth Alliance we recognise that no one person or organisation has all the answers. That’s why Redwood functions as a single, well-integrated, multi-faceted team that delivers a number of benefits to our clients:
Stability of service
Our clients will naturally build relationships with a number of our team members beyond the two advisers with whom they meet regularly. Team members will be in other meetings, have holidays, occasionally be away unwell and, one day, retire. It’s therefore essential to maintaining our consistent top-level service that the knowledge they have does not leave the building when they do.
Our integrated team-approach is built on the premise that there are always other Redwood Team members who intimately understand each client’s circumstances so their needs can continue to be met.
We believe the most creative, well-informed and productive solution will always come from being able to leverage the diverse set of expert skills within our team. This philosophy and approach have allowed us to build a unique team with specialist skills and qualifications in Investment Analysis, Taxation and Advisory Services.
Our approach allows us to play to our strengths and to build a diverse set of skills instead of having many generalists involved in developing and implementing each client’s detailed plan.
Importantly, our ‘Many minds, one focus’ philosophy adds significant rigour to decision-making, resulting in a reduction in risk for our clients.
Each client’s strategies will be developed with the input of a number of Redwood team members.
We find that the additional input always enhances our strategy-development process and outcomes.
Our investment decisions are made following critical assessment and challenge by our Investment Committee members, none of whom is afraid to reject a decision if he or she is not entirely satisfied.
Our team decision-making process ensures that no decision is made by one person, no strategy is recommended without peer input, and that stringent disciplines are applied to every question and issue tackled.
- Rigour in risk management;
- Comfort and peace of mind.
Between us, the Redwood Team has all of the following industry qualifications (our formal qualifications are unmatched within the industry):