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

No amount of money can replace your health and wellbeing – or the role you play in your family. But you can at least have peace of mind knowing that if anything happens to you, your family has financial security that is provided by life insurance.

News

An update for Q1 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.

Lifestyle

While international borders remain closed, the possibility of jetting off around the world is unlikely in the near future. Still, there are plenty of ways to satisfy the travel-bug and fill that globetrotting void – so sit down, log-on, and explore the world!

Insight

Due to the COVID-19 pandemic, many Australians have been confronted with financial challenges and have relied on financial assistance from the Government to make ends meet. However, with temporary measures ending on 31 March 2021, how will it affect employers, employees and those unemployed?

Insight

On 1 July 2021, both the concessional and non-concessional superannuation contribution limits, also known as ‘super contribution caps’, are likely to rise. This is good news because this is the first time these limits have changed since 1 July 2017, when the concessional contributions cap was reduced to $25,000 pa for the 2017/2018 financial year and onwards. Since that time, the non-concessional contribution cap hasn’t changed either- currently $100,000 pa.

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
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    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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