Shadforth Financial Group Limited - Mount Gambier
37 Helen Street, Mount Gambier SA 5290
Financial solutions that meet your needs
We provide personal, fee based services where you deal with a private client adviser who works with you as your principal wealth adviser.
Our services include:
- Comprehensive financial advice
- Retirement planning
- Client administration
- General Insurance**
- Life Insurance
*Stockbroking services are provided by Shadforths Limited, a subsidiary of Shadforth Financial Group Holdings Limited.
** General insurance broking is provided by Shadforth Broking Services Pty Limited, a subsidiary of Shadforth Financial Group Holdings Limited.
Your assurance of sound advice
With more than 300 personnel in 13 practices across Australia, SFG employs some of the best people in the Australian financial services industry.
Our professional advisory personnel are required to attain Certified Financial Planner™ accreditation - the industry's highest designation. This means you are assured of sound, reliable financial advice.
We challenge ourselves to be the best in everything we do and embrace the opportunity to question conventional wisdom and champion better outcomes for our clients.
We provide you with a highly personalised service. Accordingly, we don't operate a call centre - instead, an associate adviser and dedicated client service personnel support our private client advisers.
Delivering premium financial services
Shadforth Financial Group is one of Australia's leading privately - owned financial advisory firms.
Our aim is to help you generate and maintain wealth over time. We are united in our commitment to act with the highest standards of ethics and integrity for the benefit of clients, providing quality financial advice and best of breed solutions and services.
Being privately owned, we are free of ownership or control by the large banks and insurance companies that traditionally dominated Australian wealth management. Our strict focus on quality strategic advice means we can make a real difference to our clients' outcomes. This sets us apart from other firms that often simply act as "product purveyors."
Shadforth's comprehensive range of financial solutions and services are tailored to your individual circumstances, lifestyle and goals.
Retirement is a new beginning with many new opportunities. Shadforth will help you with the planning you need for a secure, comfortable future.
The complexity of managing your investment portfolio is made easier with Shadforth's comprehensive Client Administration service.
Shadforth's stockbroking service will empower you with the ability to decide precisely how and when you want to invest in the stock market.
Shadforth's general and life insurance solutions are the cornerstone of any financial plan and provide you with the protection you need and the peace of mind you deserve.