Shadforth Financial

Last night the Treasurer handed down the 2020/21 Federal Budget. The most important since The Great Depression, this Budget seeks to drive economic recovery by creating more jobs. bit.ly/2I4AMQQ #budgetFY20 #financialfuture #wealthadvice

Finn Dorney and James McCulloch from the Hobart office recently participated in the Point to Pinnacle, known as the world’s toughest half-marathon for good reason. A massive achievement considering temperatures at the Pinnacle were a chilly minus 16 degrees!

Shadforth NSW recently got busy in the kitchen volunteering their time with the Oz Harvest ‘Cooking for a Cause’ program. The team learnt some great skills, preparing over 250 meals for those in need.

One of our most awarded advisers, Sally Huynh was recently profiled by The Australian. In this piece she shares her thoughts on the attributes of a brilliant adviser and her top tips for building and preserving wealth. bit.ly/2MuZF82

Is smashed avocado toast the real reason many Millennials won’t own their own home? This article explores this theory and suggests options for how the younger generation can get ahead bit.ly/2BhVLJ3

Today is world financial planning day - why not celebrate by checking that you're on track to achieve your financial goals with these helpful tips. bit.ly/2ntskRl

Our CEO, Terry Dillon talks candidly with Financial Standard on his passion for helping people achieve their goals and his journey to leading a national advice firm. Read more: bit.ly/2la43yo

The fourth investment principle we stand by is that costs and taxes matter regardless of the size of your portfolio. In fact, taxes are a key consideration when we're constructing portfolios as many are owned by taxable structures. bit.ly/2NRiZNJ

Having life insurance within your super can be a tax-effective way of protecting your most important asset – you! There are other advantages and disadvantages of holding insurance in super. We explain some of them. bit.ly/2ZMblGT

There has been a lot of media attention on inverted yield curves and what they say about an economy. Contrary to belief, it's not always an indicator of a looming recession. bit.ly/34bBJgX

Earning a high income is a great starting point but doesn’t guarantee your long-term financial security. Having a clear plan and getting your money working for you by partnering with a professional financial planner is key. #financialfreedom #sfg bit.ly/2MF0Nq2

Are you considering helping your children financially? Read Shadforth’s tips for giving and lending money to family members. bit.ly/2Y1Sb2L

We’re proud of our partnership with the AFL Coaches Association. Hear what the games top coaches have to say about Shadforth and the importance of financial advice - acting now can make a huge difference! bit.ly/2XTZIRf

The start of a new financial year is a great time to see how you’re tracking and make some financial resolutions. It starts with a few simple steps…. bit.ly/2LuBZ3s

At Shadforth we take great pride in the quality of our financial advisers and are pleased to announce that Sally Huynh and Phillip Gillard have made the 2019 Barron’s Top 50 adviser list.

The end of the financial year is fast approaching - take advantage of the tax and super benefits available to you. Read our top tips. #EOFYtips bit.ly/2WtWzrn

Factor or evidence based investing is based on empirical research and uses quantifiable attributes of a security, such as size and value, to help eliminate bias and streamline process. Read more in this article contributed to by our very own @sally_CFP bit.ly/2WSzGKD

With Australia in the middle of another general election campaign and facing the prospect of a change of government, investors may ask what implications the political cycle has for financial markets and for their own portfolios. Read more in this article: bit.ly/2WLLGxp

Our series of seminars in partnership with Business Women Australia (BWA) is in full swing. We’ve been inspired by a fascinating group of keynote speakers including @Lucybingle and our very own @BelindavK.

Federal #Budget2019. What do the announcements mean for you? Find out. bit.ly/2CQkq8W