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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.

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.

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.

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.

Your family and 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.

Insights

Advice as a Lifeline Against Scams

Title
Advice as a Lifeline Against Scams
Teaser Title
Effective Date
2026-10-29 22:30
Short Description
Bogus crypto offers, fabricated celebrity endorsements, superannuation fraud, fake IPOs - investment scams targeting Australians are becoming ever-more sophisticated.
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INSIGHT
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INSIGHT

Discretionary trust tax changes: What you need to know

Title
Discretionary trust tax changes: What you need to know
Teaser Title
Effective Date
2026-10-29 22:00
Short Description
If you have a discretionary trust, you may have heard about the proposed changes to the taxation of trust distributions from 1 July 2028.
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Link to content page
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NEWS
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NEWS

Investment market review - Quarter ended 30 September 2026

Title
Investment market review - Quarter ended 30 September 2026
Teaser Title
Effective Date
2026-10-29 22:00
Short Description
The Research Team provides a performance summary and commentary on each of the five main asset classes.
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Link to content page
/content/sfg/en/insights/investment-market-review-quarter-ended-30-september-2026
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MARKET
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MARKET
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Phone: 1800 501 204

Monday - Friday 9:00am - 5:00pm