Strong Investment Performance
Key Principal
We have a deep, research-based understanding of the investment markets and communicate clearly and openly with our clients.
About
Redgum Wealth Group is a boutique firm of financial advisers and wealth managers.
We aim to achieve above-average investment performance through pro-active advice tailored to specific client circumstances.
Portfolios are reviewed on a regular basis with clients receiving regular detailed reports.
Redgum is fully owned by people that run the business.
Services
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Strategic Planning
Your financial goals and visions for the future provide the starting point.
We work with you to create a framework for the long-term achievement of these goals.
This addresses areas such as investment structures, tax planning, wealth creation and protection, superannuation and estate planning.
A core element of this service is to proactively monitor both changes in your personal circumstances and the external legislative and investment environment, with regular fine tuning to ensure your framework remains aligned to your vision.
Investment
The core principles guiding our investment philosophy are a deep, research-based understanding of the investment markets; a desire to identify and use the very best professional skills on offer in the markets, with all investment services delivered within a rigorous capital preservation approach.
Our Investment Committee provides access to a wealth of knowledge and experience from both domestic and global sources.Insights
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