Shadforth Financial Group

06/08/2026

Great to see our own Shadforth Private Wealth Adviser Sam Hunt join Equity Mates host Jess Swindon on this week's episode to answer one of the biggest questions facing many Australians: "You've bought a house… now what?"

From offset accounts to keeping cash on hand and investing versus paying down debt, it's a practical conversation packed with information for anyone stepping onto the property ladder.

🎧 Take a listen...

Youtube
https://url.au.m.mimecastprotect.com/s/YX-eCr81kOI80qEAqI7f6Zh4d93E?domain=youtube.com

Apple Podcast
https://url.au.m.mimecastprotect.com/s/ak0qCvl12Vc7j9xW9cXhlxhQ_G_g?domain=podcasts.apple.com

Spotify
https://url.au.m.mimecastprotect.com/s/_6AVCwV1pWcGzjKLjh9iG6hJT_2G?domain=open.spotify.com

05/08/2026

The recent tax changes have made super even more attractive. With higher contribution caps now in place, is it time to review your strategy?
Find out more:
https://www.sfg.com.au/insights/super-changes-and-opportunities-for-2026-27

23/07/2026

Tax laws have changed. But before you react, reach out for a complimentary initial discussion with a Shadforth adviser to understand the changes and how they may affect your investments and retirement planning.

Reach out today: https://www.sfg.com.au/find-an-adviser/sydney/andrew-harrison


Disclaimer:

Shadforth Financial Group Limited ABN 27 127 508 472 AFSL 318613. The information in this video is general in nature and has not taken into account your personal objectives, financial situation and needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs. The information in this video reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way.

12/05/2021

Described as the ‘Come back budget’, the initiatives that will help build the road to recovery announced by Treasurer Josh Frydenberg are aimed at bringing the economy ‘roaring back to life’. Cash incentives and a job creation strategy seeks to put more money in the pockets of Australians to spend.

Defending the record debt and deficit levels, the Treasurer commented that there will be something in this Budget for every demographic. Some of the wins? Tax cuts, home buyers, low-income earners, a women’s package, a COVID strategy, a mental health support plan and a revolution in aged care support.

There are potholes along the way as many sectors feel they have been overlooked – particularly hospitality and tourism as international travel is not expected to resume until mid-2022.

Our technical overview outlines the full details of the Federal Budget 2021 announcements.

Have a read 👉

How will the Federal Budget 2021/22 affect you?

07/05/2021

These days, more and more women are controlling the purse strings. In fact, women control more than a third of the world’s wealth. In the future, greater wage equality and higher rates of inclusion in leadership and entrepreneurial roles will be major factors in driving women’s wealth globally.

Interesting insights from Boston Consulting Group (BCG) about the way women invest. https://on.bcg.com/3vHxPJo

Just another reminder to be nice to your mother, not only on Mother's Day, but every day. After all, it may very well ‘be yours one day’

Happy Mother’s Day to all mothers!

For too long, wealth managers have looked at the women’s segment through a marketing lens. But women don’t want pink products. They want individualized service. Advisors that fail to adapt will miss out on a $93 trillion opportunity.

20/01/2021

There’s no doubt that COVID is continuing to have an enormous impact on our finances.

Whether it’s unemployment, underemployment or working from home, your spending habits will have changed dramatically – your routine morning coffee, takeaway lunch or transport costs to name just a few. Physical distancing will also have had an impact on your social and leisure expenditure. And, of course, your credit card may have taken a hit from entertainment streaming services, online shopping, etc.

Take a minute to consider the cumulative effect this has had on your overall spending. A new year is the perfect time to set a budget and continue your ‘new routines’ and spending habits.

This year will continue to be a difficult year for most, so start the new year with guidance and advice that will help you keep your new year’s financial resolutions on track.

There are times when you need a financial adviser. A good adviser helps you build wealth in a way that suits your daily needs and long-term dreams.

16/12/2020

There’s no doubt that 2020 has been a tough year, but there’s so many ways we can help each other and give back to our communities and our environment.

And, while 2020 may be a wrap, let’s not make it literal. Here in Australia, we use enough paper to wrap around the earth’s equator four times?

Read on for ideas on making more sustainable choices this festive season…

Our purpose is to provide innovative and effective wealth advice solutions to our clients that ensures their best possible futures.

01/12/2020

Did you know that 90% of clients are in a better financial position after accessing the services of a financial adviser?

First and foremost, financial advice is all about listening – listening to you to understand your goals and priorities in life.

This year, we’ve all had our fair share of stress – mental health, relationships, work, finances, the list goes on and on. But perhaps one of the services that’s helped so many during the uncertainty of COVID is the confidence in knowing that their finances are in good hands and particularly to help them avoid making rash decisions at the worst time.

Interesting research conducted by CoreData Group and IOOF Holdings Ltd.

The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF survey.

25/11/2020

In the current economic environment, the prospect of a redundancy can become an unexpected reality and an unsettling concern for many.

It's a stressful time, especially in the lead up to Christmas.

And, while your friends and family may be able to offer emotional and financial support while you assess your situation and options, managing the reality of a redundancy involves many significant financial decisions.

It's important that you understand your entitlements and the tax consequences.

Here's some information that may help.
https://bit.ly/2UVZje0

Our purpose is to provide innovative and effective wealth advice solutions to our clients that ensures their best possible futures.

07/10/2020

What does the Federal Budget deliver to you and your family?

Last night the Federal Treasurer, Josh Frydenberg, handed down the 2020/21 Federal Budget.

The most important since The Great Depression, this Budget seeks to drive economic recovery by creating and building more jobs, boosting productivity and implementing proposed tax cuts for most Australians with a view to encouraging spending to stimulate the economy.

Importantly, record funding has also been proposed for all sectors of our economy, especially mental health.

In the words of , “The road to recovery will be hard but there is hope. We have your back and we have a plan to rebuild our economy and create more jobs.
Together, Australia will come back.”

Our summary outlines how these proposed changes may impact your financial situation. But, please bear in mind that these Budget announcements still need to be passed by both the House of Representatives and Senate before they become law.

https://www.sfg.com.au/budget2020/