About Woodland Wealth

WOODLAND WEALTH: COMPANY PROFILE

Founded in 2003 by Andró Griessel, Woodland Wealth is an independent, evidence‑based financial planning practice with offices in Somerset West and Worcester. The firm advises on approximately R7 billion in investment assets and operates on a fully salaried, non‑commission advisory model designed to minimise conflicts of interest and reinforce professional objectivity. With 22 staff members—including multiple CFP® professionals and a high proportion of graduates—Woodland Wealth maintains a strong ownership culture, supported by broad shareholding within the team. The practice limits the number of clients per adviser to ensure depth of engagement, rigorous planning, and long‑term continuity.

IDEAL CLIENT

Woodland Wealth works with clients who take their family wealth planning seriously and value informed, evidence‑based decision‑making. Ideal clients understand the complexity of long‑term financial planning, appreciate specialised knowledge, and engage collaboratively and respectfully in the advisory process. They view wealth planning as a continuous journey requiring thoughtful adjustment over time.

FINANCIAL PLANNING PHILOSOPHY

Our philosophy is grounded in evidence, rational analysis, and long‑term decision quality. We challenge industry conventions through research and practical experience, focusing on after‑fee outcomes, capital preservation, tax efficiency, and valuation‑aware investment decisions. We believe that well‑reasoned choices—not market timing or product selection—determine financial success.

PROFESSIONALISM

Professional conduct at Woodland Wealth is defined by rigorous standards, disciplined processes, and an uncompromising commitment to client interests. Our advisers apply a methodical, research‑driven approach to financial planning, supported by robust internal oversight and clear operational controls. Ethical behaviour, transparent communication, and accountable decision‑making form the foundation of every client engagement.

Our internal structure supports professionalism through:

• Formalised planning frameworks and documented review cycles
• Strict separation between advice and product remuneration
• High expectations of technical competence and continuous professional development
• Defined service standards that govern turnaround times, reporting, and follow‑through

FINANCIAL PLANNING FEE

Fees are structured to reflect the complexity of the planning required and the ongoing nature of our service. We prioritise clarity and alignment of incentives. Fee discussions form part of the initial planning process to ensure clients understand the value, scope, and long‑term commitment associated with comprehensive financial planning.

SERVICES

We provide integrated, long‑term financial planning across:

• Investment planning
• Retirement planning
• Tax structuring
• Offshore investing
• Long‑term risk planning
• Estate and succession planning

Our process spans initial analysis, detailed modelling, personalised recommendations, implementation, and ongoing monitoring.

OTHER RELEVANT INFORMATION

Woodland Wealth maintains a robust operational infrastructure that supports the delivery of high‑quality financial planning. A dedicated in‑house administrative team ensures efficient implementation, consistent follow‑through, and continuity of service across all planning areas.

The firm’s internal controls, documentation standards, and review mechanisms provide clients with structured, reliable support throughout their financial planning journey—reinforcing clarity, precision, and accountability without duplicating elements already captured in other sections.