Strong Investment Performance

Strategic Planning

Key Principal

We have a deep, research-based understanding of the investment markets and communicate clearly and openly with our clients.


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.


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.


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.


Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Jane Brown

Head Accountant

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