Health, Wealth, Life & Employee
Redwood’s quest is to ensure that a unique solution is offered to meet the needs of clients utilising a handpicked and thoroughly researched suite of insurance, healthcare, wealth management and administrator suppliers. A solution that is sustainable and authentic. We are building a business that is sustainable by utilising the following tenets:
- We manage people's expectations
- We procure and optimally maintain business at a pace that is within our capacity
- We are vigilant at upholding the essence of our slogan "NATURAL PRECISION"
- We are acutely aware that with time everything "reverts back to the mean", so in order to remain ahead of the curve, we do not make things happen but we let things happen within the agreed parameters of our client's expectations.
- We strive to leave a legacy of financial education in our wake so as to improve the lives of those that deal with us.
We offer unique solutions to cover personal and business assets, and a range of bespoke insurance requirements via our third party partner providers.
We provide a specialised retirement advisory and servicing platform to effectively manage pension and provident funds. We have an ‘always on’ approach with our partners and clients regarding access to our systems and support this web access by a world class retirement fund advisory and administration service.
We will assist you consider your needs and will provide a comprehensive financial life planning process that will meet your financial objectives. The process covers all areas of such as Death, Disability, Retirement, Dreaded Disease, Estate Planning and Investment Planning.
We provide via our third party partner an integrated payroll solution to both new and existing clients. We aim to partner with our clients in providing effective and efficient remuneration functions, using current best practice, whilst understanding each client’s unique requirements.
We give you access to a variety of healthcare, medical aid and gap cover options from a range of leading medical aid schemes and insurance providers. We provide advisory service to formulate solutions such as hospital plans and basic to comprehensive medical aid and gap cover to look after your healthcare needs.
We provide Regulation 28 and Discretionary investment portfolios at competitive rates. This is due to the bulking arrangements with our Implemented Consulting Strategy Investment Managers. We offer individual investment choice with investment performance comparisons, reporting and monitoring of benchmarks. Portfolio structure and design is based on need and behavioural bias of the investor.
Our approach to Fees
Corporate Social Responsibility
Guarding ambitions, fortifying legacies: We are uncompromising in our quest for quality
Dante Sinibaldi
Director & Founding Member
FAQs about our services
What are "Redwood Factor Funds"?
Our Redwood Factor Funds are a set of funds developed and designed for our behavioural investment philosophy. These funds were launched in 2008 and have provided solid investment returns since inception.
What is Redwood's Investment philosophy?
Redwood’s investment philosophy based on behaviour in achieving targeted returns emphasises managing the psychological and emotional factors that influence investor decisions. It focuses on recognising biases like loss aversion, overconfidence, and herd mentality that can lead to poor financial choices. By setting clear, realistic goals and maintaining discipline, this approach helps investors avoid emotional reactions to market fluctuations and stick to short , medium and long-term strategies. Tools like diversification, automated investing, and currency-cost averaging help mitigate the impact of emotions, while regular performance reviews and behavioural coaching ensure alignment with targeted returns, fostering rational decision-making.
What cash management solutions do you offer?
We offer cash management through Investec Corporate Cash Management.
Can Redwood's systems integrate with existing HR software?
Given the complex nature of software and implementation it is best to get in touch to see if we can provide for your business.
Can you help me with both personal and corporate financial planning?
Yes, we offer comprehensive financial planning services for individuals and businesses.
What fees do you charge?
Our fees are designed to be transparent and flexible, tailored to meet the needs of each client and the scope of the services provided.
The fee structure is typically divided among the adviser, asset management solution, and administration platform, with costs varying based on factors such as the size of your investment and your specific financial goals.
For financial planning services, fees are based on the complexity of your situation and the level of service you require.
We offer multiple fee options, including hourly, project-based and flat fees in addition to traditional asset-based management fees, allowing you to choose a plan that works best for you.
Before we begin, you’ll receive a comprehensive fee schedule to ensure there are no surprises—no hidden fees or lock-in periods.
Our goal is to build a transparent partnership, helping you understand every aspect of our work together.
How long does it take to create a financial plan?
The time it takes to create a financial plan depends on the amount of information we need to gather and the complexity of your financial situation. However, we strive to provide a timely and efficient service.
Why are employee benefits imperative for your business?
Employee benefits can attract and retain top talent, improve employee morale and satisfaction, and help businesses stay competitive in the job market.