Shadforth Financial Group

I have been with Shadforth for over 20 yrs. In that time I have had 2 advisors both of whom have been outstanding with high levels of competence, integrity and professionalism.

Shadforth are a very friendly, professional organisation, they have been invaluable to me in setting up my finances to secure my future. I would recommend them to anyone needing financial advice.

Professional and trustworthy - a great team to have on your side for peace of mind in planning your financial future. Looking forward to the next 12 years!

I have been with Shadforth for a number of years and have found their advice and help excellent. I have a personal advisor who I trust and meet regularly to discuss my portfolio. I am not a big client but I feel very safe with Shadforth.

My ongoing experience with Shadforths has always been positive.
Regular face to face meetings to discuss the market and recommendations to "shift" or "stay" have been correct.
I can recommend Shadforths for sound financial advice.

Provided major help in reorganisation of funds in a way best suited to moving to the UK. Excellent advice and liaison with tax, and financial authorities in WA and UK.

I have been with Shadforth for a long time now. As I head towards retirement in a few years, I feel confident Shadforth's professional advice has put me in a good position.

My wife and I have been clients of Shadforth"s for 18 years and have enjoyed excellent service from 2 outstanding advisors. During that time our wealth has increased and our financial affairs managed to our utmost satisfaction. May it long continue.

We have been long standing clients with Shadforth albeit under various other company headings and have never thought of changing due to our satisfaction with their performance.

My Shadforth advisor is easy to deal with and gives great service and solid financial advice. I recommend Shadforth for financial advice

After many years of disappointing attempts to build up a retirement investment, I was steered toward Shadforth by my employer about ten years ago. Finally I felt like I was getting somewhere with the advice and expertise that I received from my personal advisors. As with any large organisation, employees come and go, and I am now onto my third advisor since commencing with Shadforth but I am very happy to say they have all been of excellent quality and my superannuation investment has continued to grow under their guidance.
If you are looking for a good investment manager who is interested in helping you achieve your goals more than ticking their own boxes, have a look at these guys.

My wife and I have found in over 20 years with Shadforth that the professionalism of the team is exemplary.

The team Shadforth have provided me with excellent service and support since 2010 and have helped me along the path to my financial goal. I am happy to recommend them.

I have been with this group for 2 years and found them to be diligent and trustworthy. They have a conservative approach and seem on top of the myriad of changing super rules

We commenced with Plan B and automatically progressed to Shadforth Financial Group and as totally inexperienced retired people we have been very happy leaving our "money" to our Adviser and Shadforth. We definitely have had a better result that other folk that we know.

This is a very professional service group and I have complete faith in their ability to look after my financial interests in the most competent and professional manner. I have great respect for my personal wealth manager, Scott.

Shadforth and its predecessors have been advising me in Perth for about 17 years. Throughout that time, which has involved international assignments I've had advisors whom I'm very comfortable with, Ive found their advice professional and empathetic and I've had good continuity with professionals assigned to me.

I arrived in WA 1/1/86 to start a new life in regional WA. I was a practising Dental Surgeon (now retired!) and with my wife, and 4 children we were bound to Busselton to live as I had joined a practice there.

Before I left Sydney my Insurance Agent strongly advised me to contact Shadforth to sort out all necessary financials. From the moment I did so I have never regretted it. All their Financial Advisors I have worked with over the years since have been outstanding.

What I like best is the very conservative portfolio they manage for me.
As a retiree it is wonderful not to have to worry about finance planning.
YAAAY.

Over the years, pre and post our retirement, the team at Shadforth have managed our super accounts in a professional, diligent manner. The financial and personal advice we have received has made our retirement one without any significant financial stress. Excellent service from staff who have client's interest as their focus.

I have found Shadforth and my advisor advise and manage our financial portfolio to our satisfaction. We feel safe and prepared as retired people. We have moved to a portfolio of ethical/environmentally concerned investment and it was an impressive selection process for the portfolio plus it has performed better than our old portfolio.