I trust this message finds you well as we ease into the cooler months.

It’s been a great start to the year with the return of in-person client events. We were fortunate to host retirement expert Barry La Valley at venues along the east coast and received excellent feedback from those that attended. If you haven’t yet had the opportunity to watch this recording, I encourage you to do so.  We also recently held a series of client appreciation events for our Tasmanian clients and will organise similar functions across all states throughout the remainder of this year.

Cost of living pressures and the current inflationary environment are taking a toll on Australians. Last week the ABS released figures for the March quarter, showing that prices across all goods and services have climbed by 7 per cent over the past year, and inflation has climbed by 13.8 per cent over the past two years.  With another Federal Budget due to be handed down next week we look forward to hearing how the government intends to tackle this challenge.

During June, we will once again be running our annual client survey to gather your feedback on how the firm has served your needs over the past 12 months, and we would appreciate you taking 5 minutes to complete.  Your responses provide us with rich insights into your experience as a Shadforth client, and we use these to address any deficiencies and enhance our service offering.

Finally, I would like to extend a warm welcome to all our new clients who have recently joined us. We appreciate the trust you have placed in our firm, and we look forward to working with you to help you achieve your financial goals.

As always, if you have any feedback or thoughts you would like to share with me, please do so via email at ceo@sfg.com.au.