Plan with purpose,
Live with intention.
Plan with purpose,
Live with intention.
is our commitment.
Redwood Wealth is an independent financial adviser. We guide, educate and protect you in making financial decisions. Our clients value our advice on investments, retirement planning, tax structuring and estate planning.
OUR SERVICES
For comprehensive, holistic advice, we provide:
Retirement planning
To retire with peace of mind, you should have a well-designed, dynamic plan, implemented with discipline. We work with you to build a retirement plan tailored to your lifestyle, aspirations and financial circumstances.
Investment planning
Whether you're saving for your children’s education, planning an overseas trip, or aiming to improve the performance of your current investments, we guide you through a process to find the best investment solutions, ensuring your goals are met.
Estate planning
We can assist you to ensure that your loved ones are financially secure, minors are cared for, taxes and estate duties are minimised and the process is efficiently administered, should you pass away.
Feedback from our clients
Impartial advice, integrity
I purchased a car using debt that carried a high interest rate. Redwood Wealth advised me to dispose of my investments to settle this costly debt. By following their advice, I found myself in a better financial position, while Redwood Wealth's fees decreased. They prioritized my interests above their own with this advice.
Trust, peace of mind
I was impressed by the scientific approach Redwood Wealth used to formulate my investment proposal. They carefully addressed various scenarios, thoughtfully discussing the pros and cons of each major decision. Barend has an exceptional ability to explain complex financial options in a clear and understandable way. Thanks to Redwood Wealth’s thorough process, I have peace of mind knowing that my investments are optimally structured.
Deep knowledge and experience
As a long-standing client of Redwood Wealth, I’m consistently impressed by the firm’s depth of knowledge in evaluating investment products, global financial markets, and economic and political conditions. Their deep understanding of how emotions can influence investor decisions and financial markets was invaluable in helping me stay committed to our plan during the COVID crisis.
Excellent ongoing service
Since joining Redwood Wealth as a client early in 2018, I’ve been impressed by the excellent ongoing service provided. My requests are handled promptly with a high level of skill, care and diligence. My financial adviser has gone the extra mile in understanding my financial needs and providing relevant solutions.
Careful planning
Redwood Wealth's scenario-planning software has proved to be very helpful to me. The visual representations of various scenarios clearly showed that I could save R750 000 over time by following a specific tax optimisation strategy. My previous adviser, who serviced me for decades, had missed this opportunity.
