Engaging Redwood Advisory to setup and manage our SMSF was one of the best investment decisions we have made. It also means we get to sleep at night.

Essentially we feel that we can trust Ivan. He’s been professional, provided great advice and has always been there when we needed him. If an analogy helps, think of murky shark infested waters and Ivan as the Surf Lifesaver getting us safely to the shore.

With Redwood’s help we now have our first year behind us and an investment property in our SMSF. Based on our experience, we have no hesitation in recommending Ivan and the team at Redwood.

We are a average Australians couple first time mum & dad investors.
We approached Ivan from Redwood Advisory, with a existing SMSF which was setup incorrectly from a wrong bank loan to it being non compliant with the ATO. Looking at fines of up to $20,000…
Our old accountant spent Two years trying to fix this with no success.

One meeting with Ivan and within a space of two months problem fixed.
Loan refinanced, SMSF compliant again and most importantly NO FINES!!
Awesome guy to deal with and most importantly he answers his phone.
My wife and I would most definitely recommend Redwood Advisory to anyone else out there in a pickle with their SMSF or general finances.

So grateful to have dealt with such a professional organisation.

Excellent support and speed! Highly recommend!….At 10am got hold on the phone to Ivan of Redwood Advisory and by 5pm I had complete SMSF structure in place (property auction was in the evening on the same day). Ivan was understanding and has alleviated my stressful situation. Many Thanks! Highly recommended!”

I worked with Ivan from Redwood. When we met – I was in a situation where I had purchased a property within my SMSF and got myself into deep water – with a contract signed, and zero understanding of the property arrangement through my SMSF – I was left with a property to settle with insufficient funds in my SMSF to complete the purchase. This was due to being mislead by a property promoter. Ivan was quick to jump in and assist. He, with his team, was able to to have the contract cancelled and my money refunded which saved me significant stress and heartache. During this time, I felt like Redwood knocked through walls to protect me, the customer, and made me understand my responsibilities as a SMSF member. Now, I have my money back – I am stress free and look forward to restarting my wealth journey with direction from Redwood.

Since engaging Redwood Advisory to assist us in the setting up and management of our Self Managed Super Fund, we have been impressed with the professional and timely advice and service we have received. All of our questions are promptly and thoughtfully responded to, this information has enabled us to make choices that protect our investments and therefore our financial future.

Sat there scratching my head thinking about starting an SMSF, spoke to a few advisers who just did not assure me- usually ’sell-sell-sell’, a quick google search and a cold call to Redwood and Ivan ran me through the process of setting up a SMSF, setting up a bare trust and obtaining finance, seriously within a day my SMSF and bare trust was set up and I had pre-approval for a loan in 2 business days, these guys know their stuff and happy to call Redwood my Trusted Advisor, now and for many years to come. Have recommended Redwood to friends and family for SMSF – finance and property – with no hesistation

…The quality of information and responsiveness makes Redwood’s service exemplary. Investing in property, hedge funds and now bullion has been so simple with Redwood. The level of decision assistance, administrative support and general guidance has been truly first class. I’ve recommend family and friends to Redwood who also share my sentiments….