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Expert advice for all of life's what-ifs

Financial freedom is something we all aspire to, but how do you get there?  Whatever your goals, expert financial advice can help you realise them sooner.

We’re here to simplify your financial life

We all have aspirations for the kind of life we'd like to live, but how many of us have a roadmap to achieve it?

 

Designing the financial future you deserve takes careful consideration and forward planning, but starting now can make all the difference.

 

A tailored plan provides clarity and confidence around your financial future.  It also helps you make informed decisions and understand your options after a major life event such as a redundancy, divorce or inheritance.

 

At Shadforth, we’ve been helping Australians attain their financial and life goals for over 100 years. Over this time, we’ve worked with thousands of clients, helping them define and achieve their dreams, pay off their mortgages, educate their children and transition smoothly from work to retirement.

Shadforth has helped change my life. I feel supported and know where I'm going. I'm in control now.

         Cappy, client of 5 years

Advice for all life's possibilities

Retire early

Step away from work early and spend more time with loved ones, or pursuing your passions and hobbies.

Help the kids get ahead

Give the kids a head start by sending them to the best schools, helping them buy their first home or pay off their HECS debt.

Pay off the mortgage and travel

With your finances under control, you're free to travel the world, indulge your sense of adventure, and discover new places and cultures.

Why choose Shadforth?

Our purpose is to provide innovative and effective wealth advice and solutions to our clients so they can enjoy the best possible future.

The quality of our advice

Our advisers are among the most experienced and awarded wealth professionals in the industry, with outstanding records in client service.

Our history and scale

We’ve been helping Australian’s achieve real financial independence and freedom for almost 100 years. Today we are trusted to manage over $13 bn in FUA on behalf of our clients.

We are fiduciary certified

We are the largest firm in Australia certified by the Centre for Fiduciary Excellence (CEFEX), demonstrating our commitment to providing high-quality advice.

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Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm