Shadforth Financial Group

Welcome to Shadforth Financial Group, located at 100 Pacific Highway in North Sydney, Australia. As a leading establishment in finance, insurance, and law, we are dedicated to providing comprehensive advice services that help you create, manage, and protect your wealth.

Our purpose at Shadforth is to offer innovative and effective wealth advice solutions to our clients, ensuring their best possible futures. We strive to make a difference in the lives of our clients by providing private wealth advice that brings peace of mind.

Life can often be complex, but with advice from Shadforth, your financial life doesn't have to be. Our approach is whole-of-life and goals-based, focusing on wealth creation and helping you achieve financial freedom sooner.

What sets us apart is our international fiduciary certification, making us one of only seven firms in Australia with this distinction. This certification guarantees that our advice adheres to global best practices and is always in the best interests of our clients.

Our advisers understand your financial position, goals, values, and aspirations, and genuinely care about your financial well-being. By making informed financial decisions, you can gain security and optionality in your life.

Whether you are approaching retirement or it's still a decade away, it's never too early to optimize your financial position. Let our Private Wealth Advisers work with you to get your finances in order, model your ideal life, and create a plan to achieve it.

At Shadforth, we take a holistic approach to family wealth planning, ensuring that you can provide a lasting legacy and preserve your wealth for future generations.

We understand the importance of financial well-being, and that's why we provide valuable information and resources to help you navigate through various financial aspects. From tax deductions for working from home to super contribution opportunities and the Government's temporary financial relief initiatives in response to the Coronavirus crisis, we keep you informed.

Recent legislative changes have also provided greater opportunities for additional non-concessional super contributions, and our Research Team provides a performance summary and commentary on each of the five main asset classes.

Beyond finances, we believe in the importance of physical well-being. Taking part in regular sports or physical activities can have incredible health and well-being benefits, including extending your life.

Finally, we want to ensure that you are prepared for future changes. From July 1, 2023, significant changes to the thresholds governing eligibility for the Age Pension will take effect. We are here to provide you with the information and guidance you need to navigate these changes.

At Shadforth Financial Group, we are committed to helping you achieve your financial goals and create a better future. Contact us today to experience the difference our advice can make in your life.