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Redwood Advisory

Address 304 Middleborough Rd, Blackburn VIC, Australia
Phone +61 1300 790 110
Hours
Monday09:00-17:00
Tuesday09:00-17:00
Wednesday09:00-17:30
Thursday09:00-17:00
Friday09:00-17:00
Website redwoodadvisory.com.au
Categories Superannuation Consultant, Chartered Accountant, Financial Planner, Insurance Agency, Insurance Broker
Rating 5 36 reviews
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Redwood Advisory reviews

36
Sort by: date highest rated lowest rated most helpful
Bobby
01 July 2020 21:15

We found Ivan and the team about 4 years ago.
At this time our SMSF was incorrectly setup and I was very stressed as nobody had the skill set to fix my problem.
Everyone we went to were only talking fees and how costly it would be to fix our situation.
After one consultation with Ivan and his team I was very quickly guided and returned back on course with my SMSF portfolio. Not only did Ivan return me to a positive position within my SMSF, he has now also set me up for a very prosperous future through his financial planning and accounting knowledge.
These guys are number 1 in the business.
Friendly, precise, knowledgeable and most importantly HONEST.
Can’t thank the team enough.
Keep up the great work Ivan & team and keep helping the average mum and dad investors like us.
Thank you
Bobby & Raj

Terry
24 June 2020 8:56

Big thanks to Ivan and his team at Redwood Advisory for their excellent work in setting up my SMSF, getting loan approved for my property purchase and managing my ongoing tax return/auditing. Ivan has demonstrated his in-depth knowledge and experience in SMSF, regulation requirements and best of all his prompt response, dedication, professionalism and result orientation. Highly recommended.

Grant
24 June 2020 8:17

I've been with Redwood for 5 years and can highly recommend them to look after your SMSF accounting/compliance obligations. I have an overseas based share trading account which is all handled by the Redwood team. There is also a strong culture regarding privacy and compliance which really appeals to me.

Peter
18 June 2020 3:23

Ivan at Redwood Advisory has been our Accountant / Advisor for some years now. I can honestly and highly recommend Ivan and his staff to anybody looking to secure their future either through SMSF or looking for that investment property down to your normal Accounting duties. He is a Professional person and even a better bloke once you get to meet him. We receive nothing but the best from him and he's team. Thanks Ivan and keep up the good work.

Micheline
03 June 2020 8:39

Ivan has been our financial advisor for a number of years and has always given us the best advice that works for us. He is very knowledgeable in what he does and guides you in the right direction. He is not only our financial advisor, but also a great person to talk to. Highly recommend his professionalism and guidance.

Maxwell
27 May 2020 21:38

Ivan Filipovic from Redwood Advisory has been instrumental on our journey with SMSF. He & his team are very professional, articulate with in depth knowledge on the nuances of the industry. His no non sense approach is exactly what we needed to nurture, protect and grow our hard earned savings for our future retirement. He lately assisted us with the entire process of securing a SMSF loan for a investment property. I would highly recommend their services.

Andrew
12 May 2020 11:55

I moved my SMSF management to Redwood about 3 1/2 years ago after having a very bad experience with another SMSF manager. It has been a stress free a experience. I have just settled on a property, all thanks goes to Ivan and his team to make this happen.

cris
09 December 2019 22:37

Have been with Redwood for at least a couple of years. Jason and Rachel who I’ve dealt with have always been pleasant, helpful and friendly. Tax time is pretty seamless for us or at least easy fix.

Deb
18 November 2019 10:58

Ivan was recommended to me by a close friend who had used his services to buy an investment property with her SMSF. I was looking for a financial professional that I could trust and feel comfortable with so I contacted Ivan and from the first conversation I had a good feeling about him and Redwood. I had the opportunity to purchase the building my retail store is in with my SMSF and Ivan, very patiently, walked me through the entire process from beginning to end. I now own my building and my store is a tenant of it. I couldn't have done it so painlessly without Ivan's expertise and knowledge of SMSF's.

Ivan has also helped me voluntarily with other financial advice not related to my SMSF. I recently sold an investment property and wanted to change banks at the same time. I was very dissatisfied with the bank my previous broker had hooked me up with. Ivan, again, stepped up and gave me sound financial advice with the sale of the property and then set me up with my new bank. My financial life is a lot tidier now and the road ahead is definitely clearer.

Ivan has a great personality. At times when I was feeling quite stressed he could make me laugh. He also comes through with his promises and honours his commitments. I do feel that Ivan genuinely cares about my financial future and me as a person. He is a breath of fresh air. Thank you so much Ivan!

Dinamo
11 November 2019 8:11

Been with Redwood for a few Years now and they have totally built up our super. Would recommend to everyone.

Michael
10 November 2019 20:58

From Cleaning up our SMSF structure to ensure compliance after our previous adviser to walking us through the loan application and purchase of property we have been extremely happy.thoroughly recommend Ivan and his team.

Ken
03 November 2019 7:51

Came to Redwood through a friend who referred Redwood for excellent smsf service. I was a bit dry on knowledge and redwood gave me real knowledge on the ins and outs and helped me to get a loan for the property i bought, been really happy and would definitely recommend to others thinking about buying property five stars

Ajay
26 October 2019 0:05

Being a novice with complicated rules and regulations of self managed super fund, was very happy to be introduced to Ivan and Redwood Advisory two yrs ago. He practically held my hand and navigated the minefield.
End result being I now own a beautiful apartment through my SMSF in a prime location.

Thanks a million IVAN.

Shelley
09 October 2019 18:16

Been with Redwood for six years. From the start the experience has been great, Ivan and the team set up my fund and assisted me with setting up a structure to buy property. Good news is that instead of my old fund, I bought a property that has doubled in value. During this time Redwood diligently take care of the admin for me with a smooth approach. Definately recommend for anyone thinking about super.

M Mumlek
27 September 2019 23:55

Redwood Advisory specialise in SMSF and will take care of all your SMSF admin, tax and audit needs. I’ve been a customer of Redwood for over 5 years now and can’t recommend Ivan and his team highly enough. Most recently we have updated our investment strategy and added property to our SMSF portfolio. Ivan and his team went above and beyond to make sure all the changes and the property purchase went smoothly. On top of the great service Ivan and his team add a personal touch which is rare in this day and age.

Katrina
12 September 2019 7:30

We have been with Ivan and his team for 4 years now, the communication and availability they offer is amazing, they are patient and always treat you with respect with the attitude of no question is a stupid one, they have consistently provided great service from the very first meeting all the way through the setup up of a SMSF, property purchase and ongoing compliance and management, it is without any hesitation I would recommend Redwood, Ivan and all his team

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