Shadforth

Waverton, Australia Founded: 1924 • Age: 102 yrs
Provides financial advice for wealth creation, investment management, and retirement planning services.

About Shadforth

Shadforth is a Financial Services company based in Waverton (Australia) founded in 1924. It provides financial advice for wealth creation, investment management, and retirement planning services. It operates on a B2C and B2B model. Shadforth has completed 1 acquisition, including Lachlan Partners. Its website sfg.com.au draws about 681 thousand monthly visits. Shadforth offers products and services including Wealth Advice, Investment Strategy, Retirement Planning, and Estate Planning. Its focus areas include Finance, Wealth Management, Retirement Services and Superannuation Planning. Its legal entity is Shadforth Financial Group Limited.

Company details

Shadforth Financial Group Limited delivers a comprehensive range of financial advisory services, including wealth creation, investment strategies, portfolio management, and retirement planning. They focus on personalized advice to help individuals, retirees, and business owners achieve financial independence. Operating across major Australian cities like Sydney and Melbourne, they emphasize trust and global best practices in fiduciary standards. Their services cover estate planning and personal insurance to protect client wealth for future generations.

  • Headquarters Waverton, Australia
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website sfg.com.au
  • Social LinkedIn Facebook YouTube
  • Legal Name Shadforth Financial Group Limited
Key Metrics

Products & Services of Shadforth

Shadforth offers a comprehensive portfolio of products and services, including Wealth Advice, Investment Strategy, Retirement Planning, and Estate Planning.

Wealth Advice
Financial Services

Offers strategies for creating and managing personal wealth effectively.

Investment Strategy
Financial Services

Provides tailored plans for portfolio growth and risk mitigation.

Retirement Planning
Financial Services

Assists with superannuation and long-term financial independence goals.

Estate Planning
Financial Services

Helps in preserving and transferring wealth to future generations.

Apps and channels of Shadforth

its YouTube channel Shadforth Financial Group has 104 subscribers and 30 videos.

Shadforth Financial Group
YouTube 104 subscribers 30 videos Science & Technology
Open channel

Videos from Shadforth

The most watched videos on Shadforth's YouTube channel, Shadforth Financial Group (104 subscribers). Click a video to play it here.

Client testimonial - Cappy
148.9K views
Shadforth YouTube V2
126.4K views
Client testimonial - Aaron
118.7K views
15' SFG brand_segment 45-55
107.7K views

More on Shadforth Financial Group.

People of Shadforth

2 people are tracked at Shadforth (2 in leadership).

NameRoleGroup
Terry Dillon
Chief Executive OfficerLeadership
Michael Knafelman
Head Of Finance & Commercial StrategyLeadership
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Complete people profiles for Shadforth

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  • Team structure
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Investments & Acquisitions by Shadforth

Shadforth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Lachlan Partners.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Financial management services are provided to clients across sectors.
lachlanpartners.com.au1925Feb 2013$32.79M
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Complete acquisition details for Shadforth

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  • Deal sources
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Timeline of Shadforth

2 dated milestones of Shadforth across 89 years, from founding to its latest funding, stage changes and deals.

  1. Founded Shadforth is founded.
  2. Acquisition Acquires Lachlan Partners.

Web traffic of Shadforth

The website of Shadforth (sfg.com.au) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with Shadforth. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
falconebiz.com
100%
959.8K#63,970View details
tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for Shadforth

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  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

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Frequently Asked Questions about Shadforth

Shadforth was founded in 1924.

Shadforth is headquartered in Waverton, Australia. It is registered at Waverton, New South Wales, Australia.

Shadforth Financial Group Limited delivers a comprehensive range of financial advisory services, including wealth creation, investment strategies, portfolio management, and retirement planning. They focus on personalized advice to help individuals, retirees, and business owners achieve financial independence. Operating across major Australian cities like Sydney and Melbourne, they emphasize trust and global best practices in fiduciary standards. Their services cover estate planning and personal insurance to protect client wealth for future generations.

Shadforth offers Wealth Advice, Investment Strategy, Retirement Planning, and Estate Planning.

Shadforth has made 1 acquisition, including Lachlan Partners.

Shadforth operates through Shadforth Financial Group Limited.

The website of Shadforth receives about 681 thousand visits a month.

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