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Achieve your financial goals and prepare for the next stage of your life.

When it comes to sound financial planning advice, look to Shadforth Financial Group - our preferred provider for financial planning services.

Shadforth Financial Group is one of Australia’s leading financial advisory groups. Shadforth has been our trusted partner for over nine years. Shadforth and its financial advisers have been recognised through many prestigious awards. They are devoted to providing quality advice, solutions and services that are in your best interest.

We’ve worked with Shadforth to introduce a responsible investment option for Bank Australia super investors. From early 2014, you’ll have access to the actively managed Perpetual Wholesale Ethical SRI Fund that invests in shares of socially responsible companies. Now that’s responsible investing.

For more fund information visit Perpetual Wholesale Ethical SRI Fund.

If you’re looking for responsible investment options or someone to talk to about your financial advice needs, Shadforth has a solution for you. They offer advice for everyone, whether you have complex or simple financial affairs. Financial assistance areas include:

  • superannuation and retirement planning
  • wealth accumulation and investment strategies
  • effective tax management
  • savings plans and education funding
  • maximising social security entitlements
  • redundancies and rollovers
  • Self Managed Super Funds (SMSF)
  • insurance cover
  • gifts and inheritances
  • philanthropic advice
  • cash-flow modelling
  • free financial education seminars.

Help when you need it most

If you’d like to discuss your own situation, take advantage of Shadforth’s obligation-free appointment or telephone consultation.

For more information contact us on 132 888 or visit a branch.

The fine print

Shadforth Financial Group Limited ABN 27 127 508 472 AFSL 318613 is a leading client focused financial advice business which is part of the IOOF group comprising IOOF Holdings Limited, ABN 49 100 103 722 and its related bodies corporate. IOOF is one of Australia’s leading providers of wealth management services and is listed on the Australian Securities Exchange (ASX: IFL).

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