Our Services
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
Stockbroking*
General Insurance**
Life Insurance
Lending

*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.

Our People
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.

About SFG
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."

H & R Ballarat