Savings and investments advice
As independent financial advisers, we specialise in providing unbiased financial advice on mutual fund investing, savings and investments, and pensions. We work closely with clients to put together investment portfolios that manage the risks you take, but also aim to generate superior returns for your savings over time.
Clients who receive investment advice from us often go on to subscribe to our Investment Management service.
Our Investment Management service aims to ensure that once you have invested into a portfolio of assets, you keep on track with your performance goals, while minimising the risks associated with your savings and investments. We provide you with a regular report on the progress of your investment portfolio and a quarterly fund value update. We meet with you at least annually to review your savings and investments.
What our clients say
“As a busy business owner I value and trust the personal service delivered by Woodruff Financial Planning. They are on hand whenever I need them to discuss the best options for me and my business. They manage my investment portfolio professionally and comprehensively, delivering regular updates and meetings to discuss investment strategy and progress. My investments have consistently risen in value registering an average increase of over 8% per year in the last 4 years despite the difficult trading conditions. I have no hesitation in recommending Woodruff Financial Planning to other would be clients.” Read more testimonials.
Free initial consultation
Make an appointment to see a specialist investment adviser – at no cost or obligation to you.
Watch the video on our free Investment Management guide and video series:
Dan Woodruff of Woodruff Financial Planning discusses the free Investment Management guide and video series, plus how this can help you manage your assets.