Shadforth Financial Group Ltd

Calling all business owners and advisers in the succession space. Are you ready to take the next step in your business succession journey?   Join us at our Creating Succession workshop at our Brisbane office on 6 February 2025, where we'll focus on your business financial goals - everything from funding growth to the drivers and determinants of business value. Whether you’ve attended previous workshops, or this is your first, as a business owner, accountant, legal expert, or banker, you’ll attain valuable insights to help you achieve your desired sale value and better serve your clients. What you can expect: ✅ Expert advice from business succession and finance professionals ✅ Practical steps to get yourself and your business ready for transition ✅ Networking with like-minded professionals This is an opportunity you don’t want to miss! Register now to secure your complimentary spot – email Chris at qld_rsvp@sfg.com.au. #SuccessionPlanning #BusinessExit #AdviceforLife

Meet Jurgen and Kerrieann Clients of Matthew Panzarino and Campbell Sorell in our Melbourne office. After forging 30-year careers in the corporate world, Jurgen and Kerrieann came to us for help in fulfilling their dream of retiring at 55. In their words: "There was a clear sense of relationship, even before we got into the data and numbers. It was about knowing us as people and understanding what we wanted out of life." Thank you Jurgen and Kerrieann for your ongoing trust and being part of the Shadforth family. We are delighted to have helped you reach your goal of stepping away from work and enjoying life. #AdviceforLife #Wealthcreation #Goalsbasedadvice

🏆 We are honored to announce that 25 of our Private Wealth Advisers have made the The Australian / Barron's Top Financial Advisers List for 2024! 🏆 This recognition highlights our commitment to providing expert, comprehensive advice to our clients, and reinforces our position as a leader in the Australian advice sector. This acknowledgement is not only for these advisers, but the commitment of the high calibre advisers and support staff in their teams, all of whom have made this possible. The Barron’s award is regarded as the "Michelin Star" ⭐ of our industry, and to have the largest firm presence on The List is a significant achievement. Congratulations all ! Here’s to continued success and growth! 🚀 #AdviceforLife #BarronsTopAdvisers #Shadforth #FinancialExcellence

Two of our Queensland-based advisers, Trent Daly and Joey Sorensen are currently in Mount Isa educating and helping out our Glencore Corporate Super members. Following the regrettable announcement that the Mount Isa copper and Lady Loretta Zinc mine will close, the Insignia Financial Corporate Super Team and Shadforth Financial Group Ltd have been helping to provide clarity and confidence to impacted workers. #Adviceforlife #MountIsa #CorporateSuper #Strongertogether

Congratulations to our five Shadforth advisers who have been voted amongst the most influential in Australia! 🏆   The Financial Standard Power50 are those financial advisers who are instrumental in shaping the future of the industry, while providing outstanding service to their clients and the wider community.   These advisers exemplify commitment—they volunteer their time for pro bono advice, mentor emerging professionals, and actively work to elevate the profile of our sector.   Very deserved recognition to Rhiannan Smit CFP, Jackie Kirkwood, Shayne Sommer, Kael Plummer and Finn Dorney

Meet Pru: a Shadforth client since 2019. Pru is now retired but was a dental nurse on Collins Street and an Australia Post employee of 30 years. Her adviser is Steve Grenda, one of our Shadforth wealth advisers based in Melbourne.    She says that in no time, Steve gave her confidence, and today he is more like family. Pru feels that "the fees are well worth it because I have peace of mind."   "Shadforth has change my life because I haven't got any financial concerns, and I feel free to do whatever we want to do".   Secure your financial future. Book a complimentary consultation today - https://lnkd.in/g5ZN-8pc

What a fantastic night! Last Friday, we celebrated 100 years since Shadforth was founded in Hobart in 1924. We hosted over 110 clients, referral partners, and dignitaries for a delicious dinner at Frogmore Creek.    The evening was filled with the best of Tasmanian produce, delicious wines and a string orchestra. It was a wonderful opportunity to reflect on our journey and express our gratitude to everyone who has been a part of it.   Thank you to all who joined us in making this milestone unforgettable! Here’s to the next 100 years! 🥂 👉 Read more about our history here - https://lnkd.in/gZCBDZvz   #Shadforth #100yearsofAdvice #AdviceforLife

Recent research from MLC Australia and McCrindle reveals a concerning statistic: only one-third of Australians are taking steps to turn their money dreams into reality. While many of us aspire to financial independence, luxury holidays or an early retirement, 41% of Australians still worry about their financial situation. What’s holding us back? The report highlights several barriers, including a lack of financial literacy, viewing financial matters as a chore and not knowing who to talk to. MLC Head of Technical Services, Jenneke Mills adds people are really time poor, wearing many hats and juggling life's responsibilities. Remember you don’t have to go it alone - advice can come from a financial planner, your super fund or online resources from financial institutions. Find out more about the Financial Freedom Report here - https://lnkd.in/gJxBKcGH 👉 And reach out for a complimentary advice discussion - https://lnkd.in/g5ZN-8pc #FinancialWellbeing #FinancialGoals #Value of Advice

We're thrilled to announce that Belinda von Knoll has recently been named Leading Teams Australia Emerging Leader of the Year! 🏆 This award highlights Belinda's dedication to fostering a culture of high performance and overcoming challenges. In addition to being recognised as a great leader, Belinda is also an exceptional financial adviser, having been honored as one of Barron's Top 100 Advisers in Australia for both 2023 and 2022. A huge congratulations to Belinda and all the other winners! 🙌 You can learn more about Belinda and book a complimentary initial advice session here 👉 https://lnkd.in/grNqzBW3

Recently our own Barron's Top 100 adviser, Simon Growden sat down with Chris Freeman to discuss the power of teamwork building stronger client relationships. In this insightful podcast, Simon shares his thoughts on how embracing advice teams can lead to a more personalised and effective service, enhancing the client experience and fostering long-lasting relationships. A great conversation! 🎧 Tune in on Apple Podcasts: Listen 👉 https://lnkd.in/gBESA6R5 #Leadership #AdviceTeams #ClientFirst #FinancialAdvice #BarronsTop100