Shadforth Financial | Organisation

Shadforth Financial

Phone: 1300 308 440

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25.01.2022 Great to partner with The Funding Network Australia (TFN) at their first ever virtual event last week. Together with the IOOF Foundation and the Victorian Women Lawyers, we helped raise an incredible $188,000 for NFP organisations working in the mental health space. It’s not too late to donate at: http://ow.ly/J5hb50ztIp8

23.01.2022 We are proud to announce that Shadforth has achieved international fiduciary certification from the Centre for Fiduciary Excellence (CEFEX). In doing so we are the largest and one of only seven firms to have achieved this in Australia. What does this mean for consumers? Our CEO Terry Dillon summed it up perfectly when he said Advice relationships are based on a foundation of trust our clients are entrusting us with the management of their total balance sheets and consequ...ently their financial futures. To be a fiduciary means we are bound by the highest standards and this provides assurance to our existing and prospective clients. Well done to our entire team. https://bit.ly/33NhZlF

21.01.2022 What’s the best advice you’ve ever received? You’ve got two ears and one mouth and you should use them in proportion. These words have guided John Rowbottam through his career as a wealth adviser and define the way he works with his clients. ... Listening is paramount when it comes to wealth advice and developing relationships of trust with clients. It’s learning about them, not telling them about you. John speaks candidly with Professional Planner about work, family and finding time to practice his golf swing. Great interview - have a read. https://bit.ly/3h6an0P

18.01.2022 With the end of the financial year inching closer, if you’ve been working from home during Covid19, there may be some tax deductions that apply. Read more about end of year strategies that can help you save tax. https://bit.ly/2YJuZWH #Financialadvice #taxstrategies #EOFY

17.01.2022 Do you want guitar lessons or do you want to learn to play the guitar?' A great question and one you may ask 'How on earth does that relate to financial planning?' Well, it's all about asking the right question to understand the goal and work backwards from there.... Fraser Jack from advice intelligence (a.i) - Goals-based advice technology interviews our very own financial adviser Finn Dorney as he explains his process of doing just that. Have a listen for good questions and great insights: https://bit.ly/2DG395K

14.01.2022 What does the Federal Budget deliver to you and your family? Last night the Federal Treasurer, Josh Frydenberg, handed down the 2020/21 Federal Budget. The most important since The Great Depression, this Budget seeks to drive economic recovery by creating and building more jobs, boosting productivity and implementing proposed tax cuts for most Australians with a view to encouraging spending to stimulate the economy. ... Importantly, record funding has also been proposed for all sectors of our economy, especially mental health. In the words of #JoshFrydenburg, The road to recovery will be hard but there is hope. We have your back and we have a plan to rebuild our economy and create more jobs. Together, Australia will come back. Our summary outlines how these proposed changes may impact your financial situation. But, please bear in mind that these Budget announcements still need to be passed by both the House of Representatives and Senate before they become law. https://www.sfg.com.au/budget2020/

12.01.2022 Legendary investor Warren Buffett credits his success largely to his late father who told him: It takes 20 years to build a reputation and 20 minutes to lose it. What's the best advice you received from your Dad? ... https://bit.ly/32XEhPI

04.01.2022 We are proud to announce that four of our advisers have been listed in the Barron’s Top 100 Financial Advisers nationally, announced in The Australian’s magazine - The Deal. Published by the Dow Jones, and the sister publication to the Wall Street Journal, Barron’s is the world’s premier investing publication. Congratulations Phillip Gillard, Sally Huynh, David Raits, Campbell Sorell on this huge achievement.... Pick up a copy of the Australian today and have a read. #financialadvisers #financialadvice #Barrons #theaustralian

02.01.2022 In pre-COVID-19 times, this weekend would have seen our Shadforth crew don their trainers and join the sea of over 80,000 other runners, joggers and walkers taking part in the world’s largest fun run - the annual 14km City to Surf in Sydney. Celebrating 50 years this year, it will only be the second time in the history of the event that it will be rescheduled - in 2000 to accommodate the Sydney Olympics and this year, of course, in response to COVID-19. These events not only ...provide the obvious physical benefits but, perhaps even more importantly, mental benefits - a sense of community, togetherness and camaraderie. So, whilst we climb the hill of heartbreak, it’s an essential decision to ensure the safety for all participants, both domestic and international.

01.01.2022 The pandemic has fast-tracked innovation and forced us to reimagine how we communicate and go about our lives. At Shadforth we’ve implemented a number of digital offerings to make our clients lives easier. https://bit.ly/3hpDjkQ #financialadvice #innovation #wealthmanagement

01.01.2022 The financial year end is fast approaching and now is the time to start thinking about how to take advantage of the tax and super benefits available to you! Read our Tax & Super tips article to help you get prepared https://bit.ly/3gAYK2L.

01.01.2022 So proud to see one of our brightest female advisers Georgie Savage, featured in this month’s Money & life Magazine. Georgie talks candidly about her career journey and her belief in the potential of the advice profession to transform lives. https://bit.ly/3dDGQKA Read the latest edition of Money & Life here: https://bit.ly/2WSO2vo