Martin Woods

Martin is a seasoned professional with over 20 years of experience in the financial industry, currently serving as the Senior Portfolio Manager at VFS Group. As an equity partner, he has been a pivotal part of the VFS Group team since 2014. Throughout his career, Martin has dedicated himself to helping individuals achieve their financial goals. His passion lies in assisting clients to build and protect their wealth, providing them with peace of mind and enabling them to lead happy, fulfilling lives.

In addition to his role as Senior Portfolio Manager, Martin sits on the investment committee and plays an active role in the client engagement process. He is committed to ensuring transparency with investors and tailoring unique strategies to meet each individual's needs.

• Bachelor of Commerce / Economics & Finance (UOW)
• RG 146 Securities 
• RG146 Specialist Knowledge - Managed Investments (Financial Education Professionals)
• Investment Planning (Kaplan Professional) 
• ASX Accredited Derivatives Adviser Level 1 (Kaplan Professional)
• ASX Accredited Derivatives Adviser Level 2 (Kaplan Professional)
• Stockbrokers and Investment Advisers Association Professional Portfolio Construction

As an adviser, I develop sophisticated investment strategies by utilising diverse asset classes, each tailored to meet the specific financial goals of my clients. These asset classes include:

• Equities & ETFs: Employing growth, value, and dividend strategies for capital appreciation and income.
• Fixed Income: Securing steady income, preserving capital, and mitigating risk.
• Real Estate: Utilising income-generating properties and REITs for returns and diversification.
• Commodities: Including assets like gold and oil to hedge against inflation.
• Cash and Cash Equivalents: Maintaining liquidity and security for short-term needs and risk management.
• Alternative Investments: Exploring private equity, hedge funds, and venture capital for high potential returns.