Shadforth Financial Group
100 Pacific Highway, North Sydney, New South Wales 2060
About the Business
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.
Photos
Contacts
100 Pacific Highway, North Sydney, New South Wales 2060, Australia
Opening hours
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"As a young female professional new to the realm of investing and finance, I was initially overwhelmed by the complexities involved. Upon my father's recommendation, who is a longtime client of Shadforth, I met with Mei and Shayne, and I cannot recommend them enough. Their clear explanations and expert advice were truly exceptional. They possess a remarkable blend of personability, reliability, and extensive knowledge. Thanks to them, I have gained a fresh understanding and a keen interest in finance, something I never thought possible! If I had the option, I would give them six stars!"
"My wife and I have been Shadforth clients for more than 25 years and our current advisor Rachael Lopez, whom we've had for the last 15 years or so, is exceptional. Rachael has guided us through a number of significant changes to our financial situation, including retirement and the passing of parents. We have been extremely fortunate to have such a knowledgeable, hard-working, highly professional and absolutely trustworthy person on our side. We could not recommend her highly enough."
"My wife and I have been using Josh Blythe at Shadforths for financial advice for a number of years - particularly with regard to superannuation and wealth management planning as we approach retirement. After a unstaisfactory experience with a previous advisor the integrity, knowledge and personal approach provided by Josh and his team have given us confidence and peace of mind for our retirement."
"My husband and I are long standing client’s of the Shadforth Financial Group. We have been extremely happy with their high level of professionalism and advice. Our Private Wealth Advisor Josh Blythe has managed our portfolio since we joined the group and we could not recommend him more highly. His advice is always clearly explained to us both and delivered in a professional but relaxed manner. We have no hesitation in recommending Shadforth’s and particularly our advisor Josh Blythe."
"My wife and I have been very satisfied with the outstanding professional service provided to us for our SMSF by Shadforth over the past 16 years. Our advisor Andrew Brunero and his team have been nothing short of outstanding in their provision of prompt, professional financial planning advice and efficient implementation of their recommended investment strategies."
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