Garrett Woods

Constellation Financial Planning Pty Ltd

Gold

6 Yrs Experience

Baulkham Hills, NSW 2153

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Garrett began his career working in his family’s accounting business assisting individuals, small businesses, and self-managed superannuation funds. This equipped Garrett with a strong foundation in taxation, different legal structures for business, and the messy world of small business.

Preferring the forward-thinking nature of financial planning and seeing the impact long-term planning could have on everyday Australians' financial well-being. He joined Constellation in 2016 and became a licensed adviser in 2018. Garrett is now a partner at Constellation Financial Planning to further align himself with his clients.

Garrett assists clients to across the entire wealth journey, from just starting out, all the way through to navigating the complexities of retirement. Ultimately, the goal is for each client to have a tailored and realistic plan to help them live the life they want.

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Tax Strategies
Growing Assets

We offer a free initial consultation because we want to have a good understanding of your requirements and how we can help so we can ensure the benefits you receive from our advice will far outweigh the costs. After you're initial consultation, we'll provide a quote for our services and you can then decide if we're the right fit for you.

5.00 December 2024

I have been very happy with Garrett and the Constellation team. They take the time to know you. I’ve never had more confidence in my finances.

5.00 August 2024

I'm quite fickle and need to be guided sometimes to meet the goals I want. Garrett is very patient, and his knowledge is deep on the topics I keep harping on about. I feel very confident with the guidance he is giving me.

5.00 August 2023

Fast, effective and communication was great which I respect highly.

5.00 May 2023

Garrett's knowledge across his field is exceptional. He has provided me with advice around my superannuation, insurances, shares and investment goals. Garrett has sharp attention to detail and clear communication skills. He has always been committed to ensuring I understand all the details of my financial position whilst evaluating my current and future goals to tailor a plan that works for me. I highly recommend Garrett to anyone looking for a personable and professional financial planner.

5.00 April 2023