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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.

Financial advice as unique as you are

Your financial world is complex - and deeply personal.

 

Shadforth advisers take the time to understand your goals, values and vision.

 

It’s not just advice… it’s a partnership designed to help you live the life you’ve imagined.

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


Retirement and Investment Series

The one about Diversification

What If… This year's best-performing investment becomes next year's worst?

The one about Time in Market

What If… The key to long-term success is simply staying the course? 

The one about Compounding

What If… You let your money work for you?

The one about Gifts vs Loans

What If… You want to help the kids but don’t want to jeopardise your retirement


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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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Talk to our team today

Phone: 1800 501 204

Monday - Friday 9:00am - 5:00pm