Shadforth Financial Group
Shadforth Financial Group Ltd is an independently owned financial services company that provides structured wealth management advice on a fee-for-service basis.
We derive no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We are therefore free to focus strictly on developing and implementing a statement of advice and applying a disciplined investment strategy.
Our approach is more highly developed than traditional investment advice, in that we employ an evidenced based approach that continues to produce lower volatility in portfolios and higher returns than the average investor.
Our company has grown to be one of the most prominent advisory firms in Australia. It has also being recognised overseas as an innovator, servicing the needs of a broad spectrum of the investor community.
The Shadforth Financial Group has been structured to accommodate the financial requirements of wealthy families and individuals with varying degrees of complexity. To ensure our services cover the broader needs of investors we provide a service through a subsidiary company which caters for investors with less complexity, applying a consistent philosophy but with greater focus on risk insurance and Centrelink maximisation strategies in retirement.
Our clients are concerned with preserving capital, growing assets and avoiding the myriad of risks that abound in today’s investment environment. Through education they clearly understand the folly of attempting to predict short-term trends, having chosen instead to steadfastly focus on long-term planning and results.
One of our core competencies is in creating a decision-making framework that guides you through the maze of taxation, investment and regulatory requirements implicit in the financial planning process. We help you achieve your financial goals by ensuring the framework allows you to make intelligent investment decisions that will enable you to effectively balance risk and return, enjoy greater peace of mind, and achieve your lifestyle objectives.
We value and actively foster solid long-term relationships founded on integrity and trust. Our experienced and highly qualified financial advisors will empower you to make successful financial decisions and protect you from the misinformation and distractions that destroy wealth through time.
About David Guy
David Guy is our business partner and authorised representative who covers the North East of Victoria. David originates from Kyabram and still has family in the region who he visits regularly.
David has over 23 years experience in the finance industry and has achieved the highest practitioner designation in the financial planning profession being a Certified Financial Planner.Whilst David is based in Wodonga, he also has a permanent office at the Greater Shepparton Business Centre located at 70 New Dookie Road which he attends regularly. David can also be seen in Wangaratta located at 7 Chisholm Street.
