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.

Specialist advice

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.

Strategic decision-making

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):

Chartered Accountant (CA)

The Chartered Accountant (CA) designation is recognised by leading accounting bodies around the world. The Chartered title is an internationally recognised professional designation that reflects the highest standards of ethical, professional and technical expertise.

Chartered Tax Adviser (CTA)

The Chartered Tax Adviser (CTA) designation is an internationally recognised and respected mark of technical excellence and professional integrity which represents the pinnacle of the tax profession.

Chartered Financial Analyst® (CFA®)

The Chartered Financial Analyst (CFA) credential is the most respected and recognised investment management designation in the world. The CFA qualification provides a strong foundation of advanced investment analysis and real-world portfolio management skills. At Redwood, James Gouldson is a CFA charterholder.

CFA® and Chartered Financial Analyst ® are registered trademarks owned by CFA Institute.

Certified Financial Planner® (CFP®)

The Certified Financial Planner® (CFP®) designation is the highest designation for financial planners globally. The CFP Mark represents a symbol of trust and mark of excellence. A CFP Professional works to the highest professional and ethical standards, always putting their clients’ interests first.

Master of Financial Planning (MFinPlan)

Accredited by the Financial Planning Association this qualification prepares the modern financial advisor to navigate the increasingly regulated financial industry.

SMSF Specialist Advisor (SMSFA)

SMSF Specialist Advisors are recognised by peers as having comprehensive specialist SMSF skills and knowledge. They have made a professional commitment to maintaining currency and compliance with legislation and are able to show professionalism in conducting services in the SMSF Industry.

Continuous improvement

Redwood offers a unique combination of practical skills and education. Moreover, we’re committed to ensuring that our team members are constantly encouraged to develop their formal (academic) knowledge so they can in turn educate their colleagues and clients.

This focus on the relentless pursuit of finding new and better ways of solving financial and investment problems is what sets Redwood apart from, and above, all our competitors.

We spend a considerable amount of time, money and effort on our professional development in an effort to maintain our technical knowledge and to stay ahead of the industry.