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Shadforth Financial Group

  2. Tasmania Finance

Reviews, get directions and contact details for Shadforth Financial Group

"Shadforth is one of the largest wealth advice organisations in Australia providing expert, ongoing advice to over 10,000 private clients, trusts and business nationally. With $14 billion in FUM and employing over 100 advisers nationally, the firm will celebrate their 100 year anniversary next year."
Address: 100 Best St, Devonport TAS 7310, Australia
Phone: (03) 6498 7777
State: Tasmania
Zip Code: 7310


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Reviews
We highly recommend Shadforth and cannot fault the service that we have received. Their level of professionalism and integrity has been outstanding. We feel confident that our affairs are being managed to the highest possible standard, this has actually proved to be the case! We also feel personally supported by our Adviser who is always available to us. We recommend Shadforth to anyone that enquires and absolutley will continue to use their services.
We have found Shadforth to be a very professional organization, providing up to date information and relevant advice; so much so that we have recommended them to family members. In particular Andy McKay our advisor, is always available to us, answering question and providing advice as required. We would happily recommend Shadforth to others.
Shadforth have been my personal advisers since 2001. Over that time I have had 3 different advisers and they have all been extremely professional and knowledgeable. Nothing is ever too much trouble and contact can be two ways, which is important now that I live in QLD and they are in WA.
Shadforth have put an investment plan in place that provides us with a secure retirement. They are approachable and easy to deal with. Our personal advisor is easy to contact and provides great insights during our six monthly meetings.
So glad we were referred to Shadforth! Their clear and informative advise has allowed us to retire early feeling confident they have our interests at the top of their agenda. Our friendly advisors are always available when we require support or advise as we progress through the next stage of our lives. Thank you Kerry and Jessica!
I have been with Shadforth for over 20 yrs . In that time I have had 2 advisors both of whom have been outstanding with high levels of competence, integrity and professionalism.
Shadforth are a very friendly, professional organisation, they have been invaluable to me in setting up my finances to secure my future. I would recommend them to anyone needing financial advice.
We find the service excellent giving due consideration for our needs. Our wealth advisor Diem has a very pleasant and tolerable personality. Never leaves us without an assurance all our questions have been answered. Thank you
My wife and I have been with Shadforth, initially starting of with Plan B as it was known then. We have used their services for around fifteen years, with their expertise we will expect to have sufficient funds to see us through.
We are comfortable in the knowledge that our Advisor has our best interests at heart, and continues to make appropriate recommendations for the ongoing success of our fund's investments.
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