The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.
The firm was established following the identification of a perceived need for personalised financial strategic planning for individuals, retirees, corporate executives and corporate groups.
Our clients enjoy the benefit of a range of financial concessions negotiated by Woods & Partners, aimed at providing value and quality.
When a client meets with Woods & Partners, the adviser discusses and reviews the client’s income, budget, savings, insurance and retirement benefits, and assists in defining goals that are important now and in the future.
Your adviser will analyse your personal situation and design a plan to meet your short, medium and long-term financial needs.
This process highlights any particular problems like paying too much tax, inadequate savings, unsuitable insurances, expensive loans or poor performing investments. Your personal financial plan includes specific planning and investment recommendations.
At Woods & Partners, our fully qualified, licensed advisers keep a close eye on international and domestic markets, undertake extensive research on investment managers and their products, and utilise the latest technology to provide our clients with detailed analysis of the risk and return characteristics of the many investment options on the market.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Melbourne, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- woodspartners.com.au
- Keywords
- Follow.
- HQ
- Melbourne
Woods & Partners Questions
Woods & Partners's website is woodspartners.com.au
Woods & Partners's LinkedIn profile is https://au.linkedin.com/company/woods-&-partners
Woods & Partners has
7 employees.
View email and phone details for 7
employees at Woods & Partners.
Woods & Partners's industry is
Financial Services
Woods & Partners's top competitors are
Hearts And Minds Investments Limited (Asx: Hm1),
Butler,
Drummond Capital Partners,
Fmaa Melbourne,
The Gild Group,
Amstrow,
Lifescope Wealth Advisory Pty Ltd,
Capital Haus Group,
Whittle & Skok Financial Services,
Quarterfive.
Woods & Partners's categories are Financial Services
Woods & Partners's founding year is 1984
