Shadforth Financial Group Ltd’s Post

Preparing the Rising Generation in your family is essential in ensuring your wealth remains protected and your legacy continued. Grant Thornton's Family Business Advisors Kirsten Taylor-Martin and Ioly Kisin were recently joined by Emily Hammon of Scenic World Blue Mountains to discuss the fundamentals of preparing the Rising Generation. To learn more, you can watch the full webinar on demand here: https://okt.to/ntHrDX #Risinggen #Familybusiness

Did you miss our recent webinar discussing Beyond inheritance? So many great insights from Ioly Kisin and Emily Hammon. You can register below and listen at a time convenient to you. #familybusiness #beyondinheritance. Grant Thornton Australia

Happy Monday, FEI New Jersey (Financial Executives International)! What's the best advice you've ever received, and how has it impacted your life or career? Share in the comments below. ⬇️ #financialexecutivesinternational #cfonewjersey #feinewjersey

We are thrilled to announce that Trevor Wilde, our Chief Executive Officer at Wilde Wealth, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

#Profile: Craig Gradidge, CFP® co-founded Gradidge Mahura Investments with a bold vision: to close the disconnect between the #financialadvice offered and the needs of a young, professional and increasingly diverse SA market. Rejecting the traditional commission-driven funding model, Gradidge and Kagisho Mahura set up their firm to pay salaries. 'This allowed us to give unbiased, client-focused advice from day one' Gradidge told RUAN JOOSTE. Learn more about Gradidge, the firm he cofounded and his insights on #transformation within SA’s financial #advisory industry... #IFAs #CFPs #financialplanning #wealthmanagement #entrepreneurship

Our Annual Report and message to shareholders are live. Learn more about our 2023 performance and how we’ll execute on our refined One Northern Trust strategy to exceed expectations in 2024 here https://ow.ly/qJ5l30sBtoN

Our Annual Report and message to shareholders are live. Learn more about our 2023 performance and how we’ll execute on our refined One Northern Trust strategy to exceed expectations in 2024 here https://ow.ly/ZR1B30sAVhY

Aussies in the US webinar is set to begin in just under 1 hour. Senior Financial Adviser, William Cant of Ally Wealth Management, will be joined by Terry Hoban of Pitcher Partners and Jarrad Brown of Global Financial Consultants to share their insights on the tips, traps and strategies for Australian expats in the US. We're looking forward to a great session. #AussiesInTheUS #AussieExpats #AustralianExpats #Ally #AllyGroup

Our Annual Report and message to shareholders are live. Learn more about our 2023 performance and how we’ll execute on our refined One Northern Trust strategy to exceed expectations in 2024 here https://ow.ly/5TX430sALnj