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

Discretionary trust tax changes: What you need to know

Title: Discretionary trust tax changes: What you need to know
Teaser Title
News Label: sfg:news-label/news
News Tag: sfg:news/wealth
Effective Date: 2026-10-29 22:00
Short Description: If you have a discretionary trust, you may have heard about the proposed changes to the taxation of trust distributions from 1 July 2028.
Feature Image: /content/dam/sfg/images/tiles/1854x1044/Tax_1850x1044.jpg
Link to content page: /content/sfg/en/insights/discretionary-trust-tax-changes
News Label: NEWS
News Label: NEWS

Retirement Income Streams: Navigating Your Options with Confidence

Title: Retirement Income Streams: Navigating Your Options
Teaser Title
News Label: sfg:news-label/insight
News Tag: sfg:news/retirement
Effective Date: 2026-09-09 01:00
Short Description: A retirement income stream is simply a way to convert your wealth - whether through superannuation or other investments - into regular payments once you stop earning a salary.
Feature Image: /content/dam/sfg/images/tiles/1854x1044/people-smiling.jpg
Link to content page: /content/sfg/en/insights/retirement-income-streams-navigating-your-options-with-confidence
News Label: INSIGHT
News Label: INSIGHT

What’s new for your super in FY26?

Title: What’s new for your super in FY26?
Teaser Title
News Label: sfg:news-label/insight
News Tag: sfg:news/wealth
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.
Feature Image: /content/dam/sfg/images/tiles/1854x1044/two-people-smiling-and-looking-over-a-book.jpg
Link to content page: /content/sfg/en/insights/What-s-new-for-your-super-in-fy26
News Label: INSIGHT
News Label: INSIGHT

Talk to our team today

Phone: 1800 501 204

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

Schedule a call