"Kathryn has a great knack of combining thorough professionalism with genuine warmth and good humour. She goes out of her way to understand my personal circumstances, to the extent of finding out about my family, our leisure pursuits and travels plans. Because she understands what we want from life, she is able to tailor financial advice that aligns with our goals. We have never hesitated to recommend her to our family and friends, all of whom are very happy with her as their adviser."
Michael Sedunary Melbourne, Victoria
"Kathryn is a great listener and she’s also very perceptive, patient and readily available to discuss our concerns. She is always well prepared for our review meetings and challenges our thinking to ensure we understand our financial position. We value the way she looks after us, her interest in our lives and the financial achievements that we have made together. The fact that we sleep well at night knowing we are in good hands says it all."
Craig and Jan Calvert Frankston, Victoria
Campbell Sorell, Private Client Adviser (Melbourne, Victoria)
"Campbell has invested the time to fully understand my life and my circumstances. He presents intelligent and appropriate financial strategies that I understand and believe in. Campbell and the Shadforth team clearly aim to achieve the best possible investment returns for clients by implementing a long-term diversified approach. Not only does Campbell fully satisfy my financial needs, he also provides additional value by introducing me to other business professionals who have helped me with estate planning and property matters." Graham Davis South Yarra, Victoria "Campbell’s close attention to our goals for our immediate and long-term financial security along with his expertise have helped mould a secure portfolio, which has stood the test of time. His advice during the global financial crisis was especially pleasing. Campbell’s ongoing advice as our circumstances have changed has been timely and his professionalism, easy going manner and excellent communication skills have also helped in our quest for financial security."
Terrence and Annette Haines Merimbula, New South Wales "Campbell is always checking to see whether my needs have changed and what my plans might be, and with this understanding he expertly manages my finances to achieve my goals. It’s this approach that leaves me feeling confident and comfortable along with his willingness to listen and to respond to not only my queries, but that of my family’s also."
Dr Rhyl Wade Toorak, Victoria Nick Shugg, Private Client Adviser (Melbourne, Victoria) "With his depth of skills, knowledge and foresight, Nick has consistently helped us to maximise our savings and minimise our tax, even during the global financial crisis. We haven’t had to concern ourselves about our investments in the slightest."
Ken and Jane Buch Westmeadows Victoria Steven Edwards, Private Client Adviser (Melbourne, Victoria) "Steven communicates with timeliness and clarity, which helps us to understand the explanations and literature directly relating to our personal needs and circumstances. Steven and his colleagues have business ethics and service standards that are beyond reproach — they only promise what they can deliver, and importantly they make us feel that we’re their first priority."
Donald and Kay Hetherington Lalor, Melbourne "Steven has helped us to realise our financial and non-financial objectives by understanding our position and priorities and by being fiinancially astute, so that he can apply his knowledge to our particular needs. We attribute our sound financial position to Steven’s careful advice and the strength of Shadforth as an established financial advisory group."
Chris and Kayre Poulton Glen Waverley, Victoria Carol Tawflik, Private Client Adviser (Melbourne, Victoria) Carol has taken the time to deeply understand our personal and business profiles. She provides proactive advice and listens to our special needs and preferences to create flexible investment strategies in an environment of trust and strong business partnership. The result has been increased stability and growth on our investments during a very challenging period.
Greg and Susan Britt Lilydale, Melbourne Kevin Bailey, Private Client Adviser (Melbourne, Victoria) "Kevin Bailey and his team at Shadforth Financial Group have looked after my family’s interests for the past fifteen years. In an industry that has at times been fraught with stories of greed and betrayal, I have found in Shadforth a firm whose foundation is built on tremendous financial expertise and on the highest ethical standards.
An involvement with Shadforth can be likened to being an involvement with a family friend who happens to be an expert in his or her field. To me, the financial world is one of complexity and jargon, one that I have little understanding of. The team that was appointed to look after my welfare has spent countless hours patiently explaining all the options at my disposal and the company’s strategies and values.
All Shadforth dealings have been transparent and empowering. I am made aware through regular meetings, as well as through my ability to initiate personal contact with my advisers whenever I feel the necessity to do so, of the current state of my affairs.
The financial security of one’s family can be burdensome and distressing. Shadforth has eased this burden by being people focused, by developing relationships which lead to trust. I trust Kevin Bailey and I trust his team as I believe that through his leadership and example, I am dealing with people of great integrity and honesty.
I have absolutely no hesitation in recommending Shadforth to anyone who is looking for a good return on their investment, managed in the highest ethical manner and with peace of mind."
Bernard Korbman OAM Advocacy Consulting Group Thabojan Rasiah, Private Client Adviser (Melbourne, Victoria) "We are secure in the knowledge that thanks to Thabojan the management of our finances is in safe hands. Thabojan finds the most effective balance of investments, which enables us to meet our financial goals. Thabojan and his team are easily contactable and we can always obtain advice and information promptly. The assistance and advice is always consistent, whoever we are dealing with."
Mark Powell and Penny Scott Alphington, Melbourne Jonathan Scholes, Private Client Adviser (Melbourne, Victoria) "Jonathan understands the financial markets and how to bring about the best financial scenarios for us. He’s always kept us in the loop on what’s happening while providing alternatives and suggestions that enhance our portfolios. Jonathan explains our financial direction in a language we understand."
John and Jo-Anne Mee Paynesville , Melbourne Bruce Chisholm, Private Client Adviser (Melbourne, Victoria) "Bruce instils a strong sense of confidence and trust through his expertise and professionalism. Bruce has helped us to maintain our focus on our long-term financial goals by clearly explaining our investment strategies and how they fit with our needs and the changes in financial markets." Gary and Judy Backhouse Melbourne, Victoria David Guy, Private Client Adviser (Melbourne, Victoria) "Over the last eight years David has become our trusted adviser and friend. He does a sterling job of managing our entire investment portfolio and keeps well abreast of economic conditions and financial markets. He has always applied his knowledge and skills to our portfolio with great care."
David and Margaret O’Rourke Tawonga South, Victoria Wade Ritchie, Private Client Adviser (Melbourne, Victoria) "Wade’s expertise and knowledge of financial markets is first class which makes us very comfortable with his recommendations to help us realise our financial objectives."
Iljac and Joan Aljitovic Altona, Victoria
"Wade Ritchie helps us realise our financial objectives by giving us precise advice at our regular meetings. He is always there to explain situations that may arise from time to time regarding our finances. We have extreme confidence in his assessments."
Barry and Maureen Lake Donvale, Victoria
"Wade has worked closely with us over the last few years to ensure we are on track to being financially secure in our retirement. Being in our mid 30s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our young family."
Kristine Galea Hillside, Victoria