WOODBURY

Woodbury has a significant amount of experience working with the existing investment providers used by new clients. For investments, the great benefit of our consulting approach is that we can ‘plug and play' existing providers into various parts of a solution, and insert other capabilities or providers into the gaps in the portfolio around them if/as required. We provide the overall investment strategy and strategic asset allocation to meet your objectives and any existing providers you want to retain become part of the ‘building blocks' used to fill out the overall portfolio... Woodbury provides three types of investment offerings. Each offering differs with regard to the degree of complexity, scale, customisation and cost of investment solutions required... At Woodbury, we don't believe any single advice or investment firm (however large or global in reach) has a monopoly on ‘brilliance' across all areas we require to build investment solutions for clients. While our clients are..

Also known as: WFS Capital Pty Ltd

Registration numbers: 19 051 234 327 (W), 28 632 825 373 (W)

Primary location: Sydney