Shadforth Financial Group is the preferred provider of financial planning services to bankmecu customers.
Shadforth is a specialist financial services organisation assisting clients to achieve their financial goals and enhance their lifestyle.
They provide a full range of wealth management services to high net worth and affluent clients, including strategic financial advice, portfolio administration solutions, portfolio construction and management services, life insurance solutions, finance broking, share market trading and corporate superannuation services.
Shadforth can provide advice in all areas of financial planning. These include:
- Retirement planning
- Wealth creation
- Savings plans and education funding
- Centrelink entitlements
- Redundancies and rollovers
- Gifts and inheritances
- Life insurance
- Estate planning
- For further information about Shadforth Financial Group, visit their website at http://www.sfg.com.au/
In addition to complete integrated financial advice, Shadforth can also help you with advice on one-off financial queries. Such a service may be suitable for people who only wish to consider a single aspect of their finances. For example, advice on choosing the right investment option for your superannuation, assessing your level of Centrelink support in retirement or even advice on developing savings plan to accumulate a deposit for home purchase.
Would you like to know more?
You can make an appointment to meet one of Shadforth's advisors by completing our online enquiry form.
Appointments are available at bankmecu service centres and Shadforth's Brisbane, Sydney, Canberra, Melbourne, Adelaide and Perth offices.
Mail to: Wealth Protection Team, Private Bag 12 Kew VIC 3101
Telephone: 132 888
Facsimile: 03 9854 4862
Shadforth Financial Group Limited ABN 27 127 508 472 AFSL 318 613. Shadforth is a proud member of SFG Australia. SFG Australia Limited (formerly Snowball Group Limited) is a leading non-aligned client focused financial advice and end to end wealth management firm, listed on the Australian Securities Exchange.