How We Work: No Surprises, Just Clarity.

At Redwood Financial Planning, we believe in building trust and understanding before anything else. That’s why we offer all initial conversations with our advisors completely complimentary.

Here’s how it works:


1. Getting to Know You - Completely Free

When you first reach out, we’ll have a detailed discussion about your financial situation and goals. We take the time to listen and make sure we understand where you're at and what you need. This stage is about ensuring that we’re the right fit for you, and it’s completely free, with no obligation.

2. Research & Strategy Development - On Us

After our initial discussion, we’ll dive into the research and tailor a strategy that best suits your needs. We’ll evaluate whether we can help improve your financial situation, and we’ll walk you through the findings. If we don’t believe we can add value, we’ll let you know and point you in the right direction to someone who can.

3. Only Pay When You Decide to Move Forward

If you’re happy with the strategy we present and decide to move forward with us, that's when we discuss the cost. Our fees are typically covered through your superannuation, which means no out-of-pocket costs until you’re ready to move forward and make things happen. You only pay if and when you decide to engage with us, and we’re upfront about what those costs look like.

No Hidden Fees

We’re transparent about everything, from the initial consultation to the ongoing support. If at any point you feel uncomfortable, or if you choose not to proceed with our services, there’s no cost to you. It’s all about making sure you feel confident in the direction you’re heading and the team you’re working with.

In Summary:

  • Complimentary consultations with our advisors.

  • No out-of-pocket costs until you choose to engage us for our services.

  • Transparent and clear about what you can expect.

  • If we can’t help, we’ll point you in the right direction, free of charge.

We want you to feel at ease, knowing there’s no pressure to move forward unless you’re completely comfortable with the plan we present. If you have any questions or want to learn more about how we can help, don’t hesitate to reach out.