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Specialised Consulting and Financial Management

Health - Wealth - Life - Employee

ABOUT US

FIERCELY INDEPENDENT IN OUR VIEWS

Redwood Unlimited is a South African based company which provides a comprehensive range of financial services. It was founded in March 2002 and has seen enormous growth since the first year of trading.

Our mission is to create a self sustaining footprint in the market, and to contribute to the financial success of our clients through service excellence and the provision of sound advice.

WHAT WE DO

NATURAL PRECISION IN EVERY ASPECT

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.

OUR SERVICES

EMPLOYEE BENEFITS

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.

HEALTHCARE

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.

PERSONAL & CORPORATE FINANCIAL PLANNING

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.

INVESTMENT MANAGEMENT

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.

PAYROLL & CASH MANAGEMENT

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.

SHORT TERM INSURANCE

We offer unique solutions to cover personal and business assets, and a range of bespoke insurance requirements via our third party partner providers.

OUR APPROACH TO FEES

Our services are rendered through a transparent fee structure. There are no lock-in periods or hidden fees. We view our relationship with you as a partnership and want you to understand how we work with you and for you. We offer hourly, project and flat fee financial planning services in addition to traditional asset based management fees.

CORPORATE SOCIAL RESPONSIBILITY

Our CSI policy functions as a built in, self regulating mechanism where we encourage active compliance in accordance to ethical standards and international norms. Our implementation of CSI goes beyond compliance and engages in actions that appear to further some social good, beyond the interest of the company. We aim to embrace responsibility for the company’s actions and encourage a positive impact through our activities on the environment, consumers, employees, communities and stakeholders.

OUR TEAM

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.

Dante Sinibaldi (PGDF-UFS)

Key Individual and Representative

Ian Pace

Key Individual (Succession Plan)

Shaloma Ramchurran

Practice Manageress

Prisha Reddy

Administrator

Dave Ussher

Client Segmentation And Analyst

Louise Pardy

Outsourced Compliance Officer

Craig Simpson

Key Individual

Jolene Durkin

Medical Aid And Insurance Planner (Representative under supervision)

Robert Morton

Financial Planner (Representative under supervision)
BA Economics and Marketing

Mark Paton

Product Design
Financial Planner (Representative under supervision)
Bcompt and Bcompt Honors

CLIENTS & PARTNERS

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CONTACT US

Office Address :

20 Bute Road, Morningside, Durban, 4001

Phone Number :

031-572-3427

Email Us :

info@redwoodunlimited.co.za

Business Time :

Mon-Fri 08.00 - 17.00


Contact: 031-572-3427
info@redwoodunlimited.co.za