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For a free consultation

(03) 9663 3344



Woods & Partners are well placed to advise on a wide range of financial planning considerations
Wealth Accumulation


A comprehensive assessment to identify opportunities to either establish, or enhance an existing plan with identification of:

  • Goals

  • Issues

  • Opportunities

Investment Management


  • Risk tolerance assessment

  • Portfolio Construction

  • Access to a diverse range of investment options 

  • Rebalancing of investment portfolios

  • Establishing rigorous disciplines

Super & Retirement Planning


  • Strategy optimisation

  • Structure selection

  • Tax efficiency strategies

  • Cost minimisation

Tax Planning


  • In-house Tax Agent

  • Registered Tax (financial) advisers  with the Tax Practitioners Board

  • We work proactively with your accountant, as well as our affiliates for any taxation needs.

Debt Management


  • Eliminate inefficient debt

  • Use debt to efficiently accelerate investment growth

Estate Planning


  • Succession planning

  • Intergenerational wealth transfer

  • Tax optimisation

  • Asset protection

  • Where appropriate we work with external experts in estate planning.

Risk Insurance


  • Asset protection

  • Income protection

Family Office Service


  • Investment Policy Creation

  • Portfolio Construction

  • Investment Due Diligence & Research

  • Quarterly Investment Committee

Business Management


  • Employee financial couselling, seminars and super reviews

  • Maximising employee shares and vesting options

  • Planning for business succession 

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