Plan today to live a more confident tomorrow

Our mission is to make a difference in the lives of our clients

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Experienced professionals trusted to deliver, enabling you to achieve your goals and simplify your life.

Private wealth advice for people who want peace of mind.

Life can be complex but with advice from Shadforth, your financial life needn’t be. Our whole-of-life, goals-based approach focuses on wealth creation, helping you achieve financial freedom sooner.

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Advice based on a foundation of trust

We are the largest of only seven firms in Australia with international fiduciary certification. This assures our clients, that our advice is of the highest standard, adheres to global best practices and is always in their best interests.

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Your private wealth

We all want to create enough wealth to live our best possible future. A Private Wealth Adviser will work with you to get your finances in order, model your ideal life and put a plan in place to achieve it.

Wealth advice
Your retirement

Whether your retirement is coming up or still a decade away, start optimising your position now so you can reach financial independence sooner.

Retirement planning
Your family & legacy

At Shadforth, we take a holistic approach to family wealth planning, so you can provide a lasting legacy and preserve your wealth for future generations.

Estate planning
Adrian Kwa

Clear and relevant advice is at the heart of everything we do.

Adrian Kwa, National Head of Advice, explains the key principles of our investment philosophy and evidence-based approach to investing.

Insights

Insight

In this article, we first look at the key differences between ‘investment’ and ‘speculation’. We then explore cryptocurrency and where it sits on the spectrum of buying opportunities.

News

An update for Q4 2021 from our CEO, Terry Dillon.

News

We outline tax deductions for working from home, super contribution opportunities and the Government’s temporary financial relief initiatives in response to the Coronavirus crisis.

Insight

Since July 2018 thousands of people have taken advantage of the Government’s downsizer contribution scheme by selling their home and making contributions to their super.

Insight

Many of us hold life insurance through our super funds and are aware of the tax advantages of doing so.  But what are the limitations of structuring insurance in this way?

Lifestyle

Following a challenging couple of years we reflect on some of the positives of life in a pandemic.

Market

The Research Team provides a performance summary and commentary on each of the five main asset classes.

Trusted by thousands of Australian families & businesses
  • Couple at table with coffee laughing

    Helping us make informed decisions

    An important aspect of our relationship with our adviser is their ability to act as a sounding board and take the emotion out of things to ensure we stay on plan.

    John and Carol Lynch
    Shadforth clients for 10 years
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    Thanks to Shadforth, my future is secure

    I have total confidence in my Shadforth adviser to look after my financial interests and wellbeing. I couldn’t be more satisfied, and only wish I had started earlier.

    Michael Fatouris
    Shadforth client for 5 years
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    Always has my best interests at heart

    My adviser goes out of his way to support me. He is always accessible and makes time to discuss and explain things. I trust him implicitly and have utmost faith in the advice he provides.

    Alex Miller
    Shadforth client for 8 years

    Talk to our team today

    Ph: 1800 501 204 Monday - Friday
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