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Why Shadforth
Our purpose is to provide innovative and effective wealth advice and solutions to our clients so that they can have the best possible future.
The Shadforth Difference
Elite expertise
There are many reasons we believe our services stand out from those of our peers. Our advisers and team members are among the most experienced wealth professionals in the industry, with outstanding records in client service.
Holistic guidance
We go beyond your investments to help you achieve the financial goals and lifestyle you want. We are your sounding board when you have decisions to make, and we can do the number crunching to empower your decision-making.
CEFEX certified
We are also the largest firm in Australia certified by the Centre for Fiduciary Excellence (CEFEX), demonstrating our ongoing commitment to providing high-quality wealth management.
Our clients are at the heart of everything we do
Terry Dillon, CEO, talks about what makes Shadforth different to other wealth advisory firms.
"Our reason for being is to help more Australians achieve real financial independence and freedom." – Terry Dillon, CEO
