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Wealth advice

We provide comprehensive solutions and strategies to ensure every aspect of your financial situation is working optimally for you.

We’re here to simplify your financial life

Time is precious and there are many things you’d rather do than sorting out your finances. Whether you have straightforward or complex needs, we provide a highly tailored service to support your financial success.

 

We do the numbers and use our expertise to structure your arrangements so you can make informed decisions, optimise your tax and create wealth.

We’ll keep you on track

At Shadforth we pride ourselves on providing tailored wealth solutions informed by our up-to-the-minute knowledge of all the best financial options. We start by listening to you and gaining a full understanding of your situation, dreams and priorities. With these individual insights, our wealth adviser will coach you through every phase of your life, keeping you on track to help you achieve your goals sooner.

Our approach to wealth advice involves 4 simple steps

We’re here to help you make sense of your finances and we'll work with you every step of the way towards your future goals:

We match you with the right adviser

Your adviser will have the right knowledge and experience to understand your situation in life.

Discovery meeting

​​​​​​​We take the time to listen to you and understand your circumstances and goals so we can tailor our support to your unique needs.

Wealth management meeting

We research and model your situation before presenting you with our financial recommendations.

Ongoing Service

We track your progress towards your goals and review our advice, recommendations and plans to ensure they continue to meet your needs.

Insights related to wealth

What’s new for your super in FY26?

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What’s new for your super in FY26?
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Effective Date
2025-08-19 05:00
Short Description
Some important super rate and threshold changes took effect on 1 July 2025 that could impact your retirement planning. Here’s a quick overview of the key changes, along with some opportunities and traps to consider.
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Investment market review - Quarter-ended 30 June 2025

Title
Investment market review - Quarter-ended 30 June 2025
Teaser Title
Effective Date
2025-08-19 00:10
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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MARKET

6 things to consider before investing

Title
6 things to consider before investing
Teaser Title
Effective Date
2025-08-18 06:30
Short Description
Investing your money may be an effective way to help you build long-term wealth. Here are some things to consider before you do.
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Talk to our team today

Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm