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Submitted URL: http://www.sfg.com.au/
Effective URL: https://www.sfg.com.au/
Submission Tags: falconsandbox
Submission: On February 14 via api from US — Scanned from AU
Effective URL: https://www.sfg.com.au/
Submission Tags: falconsandbox
Submission: On February 14 via api from US — Scanned from AU
Form analysis
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Text Content
Search Ph: 1800 501 204 Client login Contact us * Our Services Our Services At Shadforth we offer the full range of advice services to help you create, manage and protect your wealth. Learn more Your private wealth * Wealth advice * Investment strategy * Portfolio management * Personal insurance * Mortgages & lending Your retirement * Retirement planning * Superannuation * Self managed super Your family & legacy * Estate planning * Leaving a legacy Your business * Executive advice services * Business advice * Selling your business * Find an Adviser * Insights * Resources * Why Shadforth Why Shadforth Our purpose is to provide innovative and effective wealth advice solutions to our clients that ensures their best possible futures. Learn more * Our investment philosophy * Fiduciary certification * History * Awards * Leadership * Client Testimonials * Client login * Ph: 1800 501 204 Go PLAN TODAY TO LIVE A MORE CONFIDENT TOMORROW Our mission is to make a difference in the lives of our clients Book an advice discussion Learn more How can we help? I’m a I’m a personal investor retiree business owner personal investor looking for advice on looking for advice on creating and managing wealth investment management personal insurance mortgages and lending superannuation self managed super funds retirement planning estate planning executive advice services business advice creating and managing wealth Go EXPERIENCED PROFESSIONALS TRUSTED TO DELIVER, ENABLING YOU TO ACHIEVE YOUR GOALS AND SIMPLIFY YOUR LIFE. PRIVATE WEALTH ADVICE FOR PEOPLE WHO WANT PEACE OF MIND. Life can be complex but with advice from Shadforth, your financial life needn’t be. Our whole-of-life, goals-based approach focuses on wealth creation, helping you achieve financial freedom sooner. Our services ADVICE BASED ON A FOUNDATION OF TRUST We are the largest of only seven firms in Australia with international fiduciary certification. This assures our clients, that our advice is of the highest standard, adheres to global best practices and is always in their best interests. About Fiduciary TRUSTED BY THOUSANDS OF AUSTRALIAN FAMILIES & BUSINESSES * THEIR EXPERT ADVICE PROVIDES REAL PEACE OF MIND Our adviser understands our financial position and goals and helps us make decisions that make the most of what we have. See Testimonials Barbara and Yves Clients of 20 years * SHADFORTH HAS HELPED CHANGE MY LIFE I feel supported and know where I'm going in life. I'm in control now. See Testimonials Cappy Client of 2 years * WE DON'T HAVE TO WORK SO HARD AND CAN ENJOY LIFE Our adviser understands our values and aspirations and genuinely cares. By making good financial decisions, we now have security and optionality. See Testimonials Anthony and Susie Clients of 3 years * * * Learn more Your private wealth We all want to create enough wealth to live our best possible future. A Private Wealth Adviser will work with you to get your finances in order, model your ideal life and put a plan in place to achieve it. Wealth advice Your retirement Whether your retirement is coming up or still a decade away, start optimising your position now so you can reach financial independence sooner. Retirement planning Your family & legacy At Shadforth, we take a holistic approach to family wealth planning, so you can provide a lasting legacy and preserve your wealth for future generations. Estate planning INSIGHTS Lifestyle THE IMPORTANCE OF FINANCIAL LITERACY AT ANY AGE A recent survey of Australians explored their financial aspirations. Central to many of these aspirations and dreams was how Australians perceive their current state of financial wellbeing. Market INVESTMENT MARKET REVIEW - QUARTER-ENDED 30 DECEMBER 2023 The Research Team provides a performance summary and commentary on each of the five main asset classes. News END OF YEAR STRATEGIES We outline tax deductions for working from home, super contribution opportunities and the Government’s temporary financial relief initiatives in response to the Coronavirus crisis. News NEWS FROM OUR CEO An update for Q1 2024 from our CEO, Terry Dillon. Insight PAY DOWN MORTGAGE OR BOOST SUPER – WHICH IS BEST? With recent interest rate rises should you pay off your mortgage faster or save more in super? We cover key considerations in this article. Lifestyle THE BOARD GAME RENAISSANCE The board game market is growing and growing, and there are some compelling reasons to play that go way beyond nostalgia. Insight UPSIZE YOUR SUPER WITH DOWNSIZER CONTRIBUTIONS When selling an eligible property you may be able to contribute to super, even when it ordinarily wouldn’t be possible due to other super contributions restrictions. TALK TO OUR TEAM TODAY Ph: 1800 501 204 Monday - Friday Schedule a call * * * Your private wealth * Wealth advice * Investment strategy * Portfolio management * Personal insurance * Mortgages & lending Your retirement * Retirement planning * Superannuation * Self managed super Your family & legacy * Estate planning * Leaving a legacy Your business * Executive advice services * Business advice * Selling your business * Download the white paper Subscribe to Shadforth’s regular updates Copyright Shadforth Financial Group Limited All rights reserved | ABN 27 127 508 472 | AFSL/ACL 318613 * Careers at Shadforth * Privacy policy * FSG * Disclaimer * Part of the Insignia Financial Group