Shadforth Financial Group
About the Business
Welcome to Shadforth Financial Group, located at 161 Collins Street in Melbourne, Australia. We are a multifaceted institution offering a comprehensive range of financial services, including establishment, finance, insurance agency, and legal services. As a prominent point of interest in the financial industry, we are committed to helping our clients create, manage, and protect their wealth.
At Shadforth, our purpose is to provide innovative and effective wealth advice solutions that ensure our clients' best possible futures. We strive to make a difference in the lives of our clients by offering private wealth advice that brings peace of mind. Life can be complex, but with our guidance, your financial journey doesn't have to be. Our whole-of-life, goals-based approach focuses on wealth creation, helping you achieve financial freedom sooner.
What sets us apart is our international fiduciary certification, making us one of only seven firms in Australia to hold this prestigious recognition. This certification assures our clients that our advice adheres to global best practices and is always in their best interests.
Our dedicated advisers take the time to understand your financial position, goals, values, and aspirations. They genuinely care about your financial well-being and work with you to make informed decisions that align with your objectives. By making good financial decisions, you can achieve security, optionality, and the ability to live your best possible future.
Are you nearing retirement or planning for it in the future? Start optimizing your financial position now to reach financial independence sooner. Our Private Wealth Advisers will work closely with you to assess your current financial situation, model your ideal life, and develop a customized plan to achieve it.
We also emphasize the importance of family wealth planning. By taking a holistic approach, we help you create a lasting legacy and preserve your wealth for future generations.
Stay updated with the latest financial news and insights through our website. We provide valuable information on various topics, including tax deductions for working from home, super contribution opportunities, and the government's temporary financial relief initiatives in response to the Coronavirus crisis.
Additionally, we offer detailed performance summaries and commentaries on each of the five main asset classes through our Research Team. This information will assist you in making well-informed investment decisions.
We believe in the importance of a healthy lifestyle, which is why we encourage regular sports and physical activity. Engaging in these activities not only extends your life but also has incredible health and well-being benefits.
Lastly, we want to ensure that you are aware of significant changes to the eligibility thresholds for the Age Pension, effective from July 1, 2023. Stay informed and understand how these changes may impact your retirement plans.
At Shadforth Financial Group, we are committed to providing exceptional wealth advice and helping you navigate the complexities of your financial journey. Join us today and experience the peace of mind that comes with having a dedicated team of professionals by your side.
Photos
Location & Phone number
161 Collins Street, Melbourne, Victoria 3000, Australia
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have known Kyoung Walker as a financial adviser for well over 20 years, also with other companies before Shadforth in more recent years. I trust her competence and expertise. I always appreciate her caring attitude and sensible advice."
"We have used Shadforth (and before the Money Managers)for more that 20 years and have been very happy with the excellent service they have provided. Kevin Centra, ably assisted by Judy Simmons, have provided us with outstanding advice and support. Thank you."
"I have been a client of Shadforth for many years & have always been very happy with the assistance that I have received from them. My current advisor David McCrorie is really great to work with & has helped me over the years, especially when my wife had to placed in care over 2 years ago before she died late last year. The kindness that David showed during a difficult time was really appreciated."
"We have been with Shadforth for over 23 years and have received good valued financial advice. We have moved to the Surfcoast and now have the pleasure of having Kevin Centra and his assistant Judy from the Geelong Office, who are always available and willing to help us if we need advice with our investments and retirement portfolio."
"We started with Kevin Bailey nearly 20 years ago and have had a few advises since then. Yes, we've been more than happy with them all. Our current adviser is Kevin Centra whom we have been with for many years now and we are extremely happy with his professionalism, availability, honesty and attention to detail. Even after various set backs in the financial world we have had no concerns and have slept well at night, essentially because of Kevin and his team. Hope we never lose him."
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