"Andrew has a great ability to present well structured financial options that I can easily understand. More importantly, his options have rationale and alignment to my desired goals." Maria Purser Mosman, New South Wales Phil Gillard, Private Client Adviser (North Sydney, New South Wales) "Phil inspires confidence and trust with his well researched financial strategies. He communicates with us clearly and promptly. He listens to and addresses our questions and follows up on enquiries. He explains the advice he is providing and illustrates it well. We are both busy professionally and personally so Phil ensures that he fits into our schedules for appointments.
Phil’s advice over the past 15 years has been sound and has served us well. And because of this we have recommended him to our own children. We are always happy to recommend Phil to others. Richard is a Judge of the District Court and Anne a mediator and social worker."
Richard Cogswell SC and Anne Cogswell Sydney "Six years ago my wife and I became Phil’s clients, and between his exceptional service and advice, we are now well structured and positioned to achieve our long-term financial goals. Phil has been proactive and diligent in his service and has always kept in contact with us as market conditions or our own personal circumstances have changed.
Phil has been professional in all our dealings with him, including our regular reviews and his excellent communication skills have kept us informed and up to date at all times. I have no hesitation in recommending Phillip to other prospective clients looking for professional financial planning services."
Damian Crowley General Manager, Adviser Distribution Perpetual Investments
"Three years ago my wife and I became clients of Shadforth Financial Group. Since making the decision we’ve received consistently good advice and service that’s been tailored to our needs. Phillip has taken the stress out of our retirement plans and the tools used allow us to clearly see a bright future with the necessary contingency plans. His encouragement and interest in our overall financial wellbeing is highly valued. We have no hesitation in recommending Phillip to anyone wishing to strategically enhance their financial position."
Captain Rob McCubbin (Retired) Qantas Paul Khamlu, Private Client Adviser (North Sydney, New South Wales) "Paul makes it his business to understand my family’s lifestyle and financial objectives. He takes our objectives and matches them with the management of our superannuation assets. He does this while retaining good communication on how our funds are managed."
Mark Dowling Clontarf, Sydney Darren Higgs, Private Client Adviser (North Sydney, New South Wales) "Malcolm and I commend Darren on his thoroughness and willingness to listen to our needs. Darren has obviously worked extremely hard on our portfolio and both Malcolm and I find him to be attentive and easy to talk to."
Malcolm and Rebecca Ball Ryde, New South Wales