Our purpose is to provide innovative and effective wealth advice and solutions to our clients so that they can have the best possible future.
There are many reasons we believe our services stand out from those of our peers. Our advisers and team members are among the most experienced wealth professionals in the industry, with outstanding records in client service.
We go beyond your investments to help you achieve the financial goals and lifestyle you want. We are your sounding board when you have decisions to make, and we can do the number crunching to empower your decision-making.
We are also the largest firm in Australia certified by the Centre for Fiduciary Excellence (CEFEX), demonstrating our ongoing commitment to providing high-quality wealth management.
We have the scale and experience to look after your private wealth needs:
We manage the financial futures of close to 13,000 families, with 23,000 accounts for individuals, corporates, trusts, SMSFs and not-for-profit clients.
We have 350 employees of whom 110 are certified financial planners (CFPs). The internationally recognised CFP® designation is considered the gold standard.
We have offices in six capital cities and six regional centres, so you can find a Shadforth private wealth adviser near you.
We are trusted to oversee $13 billion in funds under advice, administration or management on behalf of our clients.