Message from Terry Dillon – Shadforth CEO.
By Shadforth Financial Group
Welcome to the last edition of the Edge for the year.
It’s been another volatile but positive year for investment markets and within the financial services industry. In February the Hayne Royal Commission report was released highlighting systemic problems across the Banking, Insurance, Superannuation and Advice sectors. With change comes opportunity, and I believe the Royal Commission will be the catalyst for the advice industry to mature into a true fiduciary profession.
We plan on leading the industry in this transformation and have taken the opportunity to refresh our services, building on our existing client centric strengths. Our focus will be on imperatives centred on adopting the highest fiduciary standards, modernising our client proposition and simplifying our firm to focus on advice.
As clients you will see a series of initiatives rolled out over the coming years to enable our strategy. New advice tools, a new website and brand, new annual service agreements and lower investment costs are just some of the enhancements you may notice over the year ahead.
With Christmas just around the corner many of our employees have been getting into the true spirit of the season by volunteering with Oz Harvest and their ‘Cooking for a Cause’ program. I am very proud of our Shadforth teams who dedicate so much of their time and energy throughout the year to raise money for various charities. Over the course of 2019 various teams have raised over $385,000 for charity, a testament to our people and their commitment to helping others and transforming lives.
Thank you for your trust and ongoing support throughout 2019. Wishing you and your family a safe and enjoyable festive season from all of us at Shadforth.
Over the course of 2019 various teams have raised over $385,000 for charity, a testament to our people and their commitment to helping others and transforming lives.