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

News

In this article we look at investment rebalancing, and how a structured and disciplined approach to rebalancing can ensure your portfolio remains appropriate to your circumstances.

Insight

More parents are helping their children financially to get ahead.  In this article we discuss some of the considerations when gifting or lending money to ensure everyone’s interests are protected.

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.

News

An update for Q3 2020 from our CEO, Terry Dillon.

Insight

The impact of COVID-19 on investment markets means many Australians have lower super balances compared to the start of the year. We investigate the impacts on retirement savings.

Insight

Setting up or joining a self-managed super fund (SMSF) allows you to make decisions about your own retirement savings. However, managing an SMSF can be complicated and time-consuming.

Insight

In the current economic environment, the prospect of redundancy can become an unexpected reality or an unsettling concern for many.

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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