Shadforth Financial Group

About

Shadforth Financial Group offers comprehensive financial advice designed to help Australians build, manage, and protect their wealth. With a team of experienced advisers, Shadforth takes a whole-of-life approach, guiding clients through every stage - from wealth creation and investment strategies to retirement and legacy planning. Their advice is grounded in global best practices, backed by international fiduciary certification, which means clients can expect guidance that puts their interests first.

Whether you're a personal investor, a retiree planning for the future, or a business owner looking to navigate complex financial decisions, Shadforth tailors its services to meet individual needs. Many clients appreciate the clarity and peace of mind that comes from having a clear plan and a supportive adviser by their side. The group is part of the Insignia Financial Group and is known for its long-term client relationships and practical, goal-focused advice.

What Shadforth Financial Group offers

• Personal wealth advice
• Investment strategy and portfolio management
• Retirement planning
• Superannuation and self-managed super fund advice
• Personal insurance solutions
• Estate and legacy planning
• Executive and business advice
• Business succession and sale planning

What people say

Why choose them

• International fiduciary certification for client-first advice
• Holistic, goals-based financial planning
• Advisers experienced in complex and multi-generational wealth
• Long-standing client relationships with personalised support
• Part of the Insignia Financial Group
• Flexible meeting options, including phone and in-person consultations

More financial advisory nearby

Contact

Phone

03 5331 9870

Address

Ground Floor/110 Creswick Rd, Ballarat Central VIC 3350

Website

sfg.com.au

Hours

• Monday8:30am – 5pm
• Tuesday8:30am – 5pm
• Wednesday8:30am – 5pm
• Thursday8:30am – 5pm
• Friday (today)8:30am – 5pm
• SaturdayClosed
• SundayClosed