Investment strategy

Our approach to investing begins with helping you to define your goals. Then, develop portfolios that suit your unique needs, time horizon and appetite for risk.

An approach as unique as you

We appreciate that each client is unique. As such our process is built on forming a strong relationship with you, understanding your ‘why’, and then using an evidence-based approach to help you achieve your aspirations.

Our goals-based advice process incorporates sophisticated cashflow modelling, helping you to make informed financial decisions and turn your aspirations into a series of defined goals.

You may be interested in

Investment philosophy

There are many approaches to investment including purchasing direct holdings, index and active management. We follow an evidence based approach, which is grounded in science and research, and involves placing a higher weighting to stocks and sectors that consistently outperform.

Find out more

Why Shadforth

We have been serving the advice needs of Australians for almost 100 years. And because we are the largest fiduciary certified advice firm in the country, we have a legal as well as a moral obligation to always put our clients’ needs ahead of our own.

Find out more

Insights related to your wealth

how to access your super before fully retiring

Title: How to access your super before fully retiring
Teaser Title
News Label: sfg:news-label/insight
News Tag: sfg:news/wealth
Effective Date: 2025-05-13 07:00
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.
Feature Image: /content/dam/sfg/images/tiles/1854x1044/couple-running-on-beach.jpg
Link to content page: /content/sfg/en/insights/how-to-access-your-super-before-fully-retiring
News Label: INSIGHT
News Label: INSIGHT

Investment market review - Quarter-ended 30 March 2025

Title: Investment market review - Quarter-ended 31 March 2025
Teaser Title
News Label: sfg:news-label/market
News Tag: sfg:news/wealth
Effective Date: 2025-05-13 04:00
Short Description: The Research Team provides a performance summary and commentary on each of the five main asset classes.
Feature Image: /content/dam/sfg/images/tiles/1854x1044/investment-market-chart.jpg
Link to content page: /content/sfg/en/insights/investment-market-review-quarter-ended-31-march-2025
News Label: MARKET
News Label: MARKET

Manage capital gains tax and boost your super

Title: Manage capital gains tax and boost your super
Teaser Title
News Label: sfg:news-label/insight
News Tag: sfg:news/wealth
Effective Date: 2025-05-13 03:00
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.
Feature Image: /content/dam/sfg/images/tiles/1854x1044/woman-in-yellow-looking-at-notes.jpg
Link to content page: /content/sfg/en/insights/manage-capital-gains-tax-and-boost-your-super
News Label: INSIGHT
News Label: INSIGHT

Talk to our team today

Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm

Schedule a call