Shadforth Financial Group 110 Creswick Road, Ballarat Central, Victoria 3350

Welcome to Shadforth Financial Group, located at Ballarat Central on Creswick Road. As a multi-faceted institution, we offer a comprehensive range of financial services including establishment, finance, insurance agency, and legal assistance. We are not just an ordinary institution, but a point of interest dedicated to helping you create, manage, and protect your wealth.

At Shadforth, our primary goal is to provide innovative and effective wealth advice solutions that ensure our clients' best possible futures. We strive to make a positive difference in the lives of our clients by offering private wealth advice for those seeking peace of mind. Life can be complex, but with our guidance, your financial life needn't be. Our whole-of-life, goals-based approach focuses on wealth creation and helps 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 distinction. This certification guarantees that our advice meets the highest standards, adheres to global best practices, and always acts in the best interests of our clients.

Our dedicated advisers take the time to understand your financial position, goals, values, and aspirations. With this knowledge, they provide personalized guidance and support, helping you make sound financial decisions that maximize your resources. With Shadforth, you can feel supported, in control, and confident about your financial future.

Whether you're approaching retirement or it's still a decade away, it's never too early to optimize your financial position. Our Private Wealth Advisers will work closely with you to get your finances in order, model your ideal life, and develop a plan to achieve it. We believe in taking a holistic approach to family wealth planning, enabling you to create a lasting legacy and preserve your wealth for future generations.

In addition to our advisory services, we also provide valuable resources and information to help you navigate various financial topics. 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 and empowered.

We understand that financial wellbeing is central to your aspirations and dreams. That's why we offer insights and updates on the latest legislative changes and opportunities, such as the recent changes to non-concessional super contributions. Our Research Team provides performance summaries and commentary on the five main asset classes, ensuring you have the information you need to make informed investment decisions.

At Shadforth, we believe in the importance of holistic wellbeing. We encourage you to take part in regular sports or physical activities, as they have incredible health benefits and can extend your life.

Lastly, we want to ensure you're prepared for the future. From July 1, 2023, significant changes to the thresholds governing eligibility for the Age Pension will come into effect. We are here to guide you through these changes and provide the knowledge you need to make informed decisions.

Join us at Shadforth Financial Group and let us help you create, manage, and protect your wealth for a brighter future.