Woods & Partners

Woods & Partners operates from its Melbourne office in Greater Melbourne. An employee-owned boutique financial planning practice based on Collins Street in Melbourne and established in 1984. The firm advises professionals, families, retirees and business owners, with additional family-office services for clients whose assets and financial responsibilities involve several specialist areas.

The firm's advisory work considers the client's existing circumstances and objectives before recommending financial strategies. The relationship may extend beyond an initial meeting, with reviews to reflect changes in work, family commitments and future spending.

Financial planning begins with income, spending, liabilities and the goals of the household. Advisers connect everyday money decisions with longer-term life plans and help clients develop actions that can be reconsidered as their circumstances change.

Wealth management takes investments together with cash reserves, borrowing and the structure of family assets. This helps clients consider present financial needs alongside longer-term decisions about how their wealth may be used.