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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

how to access your super before fully retiring

Title
How to access your super before fully retiring
Teaser Title
Effective Date
2025-05-07 00:30
Short Description
If you’re aged 60 or over, there’s a way you can access some of your super even if you’re still working.
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INSIGHT
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INSIGHT

Investment market review - Quarter-ended 30 March 2025

Title
Investment market review - Quarter-ended 30 March 2025
Teaser Title
Effective Date
2025-05-06 23:20
Short Description
The Research Team provides a performance summary and commentary on each of the five main asset classes.
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MARKET
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Manage capital gains tax and boost your super

Title
Manage capital gains tax and boost your super
Teaser Title
Effective Date
2025-05-06 23:00
Short Description
If you make a gain on the sale of an investment, capital gains tax (CGT) can eat into your profits. But the good news is you may be able to use some of the sale proceeds to help you save on tax and grow your super.
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INSIGHT
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Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm