Investment strategy

Our approach to investing begins with helping you to define your goals. Then, develop portfolios that suit your unique needs, time horizon and appetite for risk.

An approach as unique as you

We appreciate that each client is unique. As such our process is built on forming a strong relationship with you, understanding your ‘why’, and then using an evidence-based approach to help you achieve your aspirations.

Our goals-based advice process incorporates sophisticated cashflow modelling, helping you to make informed financial decisions and turn your aspirations into a series of defined goals.

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Investment philosophy

There are many approaches to investment including purchasing direct holdings, index and active management. We follow an evidence based approach, which is grounded in science and research, and involves placing a higher weighting to stocks and sectors that consistently outperform.

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Why Shadforth

We have been serving the advice needs of Australians for almost 100 years. And because we are the largest fiduciary certified advice firm in the country, we have a legal as well as a moral obligation to always put our clients’ needs ahead of our own.

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Insights related to your wealth

News from our CEO

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Effective Date: 2024-08-06 04:34
Short Description: An update for Q2 2024 from our CEO, Terry Dillon.
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Link to content page: /content/sfg/en/insights/news-from-our-ceo-aug-24
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News Label: NEWS

The Investing Olympics

Title: The Investing Olympics
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Effective Date: 2024-08-06 04:29
Short Description: Which nation will dominate the medal tables at the Paris Olympics? Past performance suggests it will be one of a handful of names.
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Link to content page: /content/sfg/en/insights/the-investing-olympics
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News Label: INSIGHT

Investment market review - Quarter-ended 30 June 2024

Title: Investment market review - Quarter-ended 30 June 2024
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Effective Date: 2024-08-06 04:22
Short Description: The Research Team provides a performance summary and commentary on each of the five main asset classes.
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Link to content page: /content/sfg/en/insights/investment-market-review-quarter-ended-30-june-2024
News Label: MARKET
News Label: MARKET