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

Despite the RBA deciding not to lower interest rates further when they met on December 1, the cash rate and Australia's official interest rate currently stands at a historic low of 0.10%. How much lower can interest rates go?

News

An update for Q4 2020 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

It’s well known that loneliness or social isolation increases during the festive period – and this will undoubtedly be more evident this year off the back of a global pandemic, drought and a bushfire season like no other.

Insight

The Government recently increased the thresholds for most personal tax rates for this financial year. This has been brought forward to help boost consumer spending and accelerate economic growth.

Market

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

News

When talking about Government aged care services, many people associate it with nursing homes. However, residential aged care or ‘nursing homes’ represent less than 10% of the formal aged care system.

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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