Woods & Partners was founded in Melbourne in 1984, with a clear purpose: to provide genuinely independent, tailored financial planning advice to individuals and families who deserve more than a one-size-fits-all approach.

 

Over four decades, we have built a reputation for technical rigour, integrity, and the kind of long-term client relationships that only come from consistently putting people first. Our clients range from professionals and business owners to retirees and multigenerational family groups — all of whom value advice that is honest, personalised, and free from institutional bias.

 

Employee-Owned and Non-Aligned

Unlike many financial planning firms, Woods & Partners is owned entirely by its staff. This means our advice is never influenced by product commissions, distribution arrangements, or institutional pressures — it is guided solely by what is right for you.

 

Deep Expertise Across the Full Spectrum

Our team of experienced advisers holds Australian Financial Services Licence No. 226 384, issued by the Australian Securities and Investments Commission. We maintain in-house tax agent registration and hold Tax (Financial) Adviser status with the Tax Practitioners Board — enabling us to deliver cohesive advice that spans financial planning and taxation without the need for separate engagements.

 

A Collaborative Approach

We work closely with our clients' existing professional networks — including solicitors, accountants, and other specialists — to ensure that financial planning decisions are properly integrated with legal structures, tax positions, and estate planning arrangements. Where appropriate, we facilitate joint meetings and coordinate implementation across disciplines so nothing falls through the cracks.

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If you would like to learn more about who we are and how we work, we welcome you to contact us for an initial conversation.