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Shadforth Financial Group Ltd
Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout regional and mainland Australia. Our collective heritage dates back to 1924 with the establishment of Shadforths Limited, a boutique stockbroking firm in Hobart. Shadforth Financial Group was established in April 2008 through the merger of 14 specialist firms. These 14 firms were united by a vision and passion for client focussed advice and the need to extend their individual capabilities by joining forces. Individually and collectively, we have established a track record of success, working with a diverse group of non-for-profit organisations and private clients. Our focus on providing transparent fee-based advice means we can make a real difference to our clients' outcomes. Our highly-qualified advisers offer personal financial advice, solutions and services that are tailored to each client’s unique set of circumstances and objectives. When you become a Shadforth client, we put you and those important to you, in control of your finances so you can enjoy the really important things in life. ABN 27 127 508 472 AFSL/ACL 318613 Part of the IOOF group
North Sydney, AU
Private
$90.9M Revenue
http://www.sfg.com.au
299 Employees
Momentum Wealth
Momentum Wealth is a research-driven, full-service property investment consultancy dedicated to helping clients build successful property portfolios. We offer a complete range of tailored property investment advice and services. We only work for you to provide independent property investment advice and we don’t sell you any property. Our knowledge of the Perth property market has returned outstanding results for our clients, whose properties have outperformed the market, delivering them greater wealth. Our services include: Property Finance & Investment Advice Property Acquisition (Buyer’s Agency) Property Management Property Development Residential Development Syndicates Commercial Property Investment
West Perth, AU
Private
$33.8M Revenue
http://www.momentumwealth.com.au
36 Employees
Wealthwise Financial Planning
Wealth is an ideal that many people aspire to. However the experience is not so much growing wealth or financial independence but more what it can buy. For most of us it is the lifestyle we choose and the financial freedom to make decisions that will benefit the way we want to live our desired lifestyle. Since 1986 we have been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives.
Osborne Park, AU
Private
$7M Revenue
http://www.wealthwise.com.au
35 Employees
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