About SwainWoodham Group

About

Financial Planning with SwainWoodham Group means:

To ensure you receive the best products and solution for your individual situation, both now and as your situation changes in the future, your SwainWoodham advisor will go through the following steps:

  • Identify your goals and collect necessary information
  • Prepare a comprehensive report
  • Present you with your own personalised report
  • Implement your plan as agreed by you
  • Review and monitor you situation regularly
  • Provide informative and lifestyle Seminars & Newsletters on a regular basis

Because SwainWoodham is not affiliated with any one company, we can provide you with a range of products and solutions tailored for your individual requirements.

All SwainWoodham advisors are members of the Institute of Financial Advisors (IFA), or the Professional Advisors Association (PAA) both of which demand high standards of ethics and ongoing education. All advisors are covered by professional Indemnity Insurance. Many of our advisors have achieved industry educational qualifications and all are working towards these. (Refer to advisor disclosure statements)