Shadforth Financial Group

I have been a client of Shadforth for many years & have always been very happy with the assistance that I have received from them. My current advisor David McCrorie is really great to work with & has helped me over the years, especially when my wife had to placed in care over 2 years ago before she died late last year. The kindness that David showed during a difficult time was really appreciated.

We started with Kevin Bailey nearly 20 years ago and have had a few advises since then. Yes, we've been more than happy with them all. Our current adviser is Kevin Centra whom we have been with for many years now and we are extremely happy with his professionalism, availability, honesty and attention to detail. Even after various set backs in the financial world we have had no concerns and have slept well at night, essentially because of Kevin and his team. Hope we never lose him.

We have used Shadforth (and before the Money Managers)for more that 20 years and have been very happy with the excellent service they have provided. Kevin Centra, ably assisted by Judy Simmons, have provided us with outstanding advice and support. Thank you.

As a new client, I was recommended by a friend who has used Shadforth for many years. They are well regarded in the industry. My advisors, Lincoln Rego & Matthew Panzarino (Campbell Sorrell's team); are professional experts and act with integrity and in my best interest for my financial future. Thank you.

Stephen Asztalos has been looking after our financial affairs for many years now. He is professional, knowledgable and always caring. Stephen's easy manner simplifies the process of making financial decisions. Stephen understands our financial and lifestyle goals and we are extremely confident with Stephen's guidance we will get there. We would and have recommend Stephen and Shadforth to others.

We have been with Shadforth for over 23 years and have received good valued financial advice.
We have moved to the Surfcoast and now have the pleasure of having Kevin Centra and his assistant Judy from the Geelong Office, who are always available and willing to help us if we need advice with our investments and retirement portfolio.

We have been using Shadforth Advisers - Mark Spencer - Ballarat for 20 years at least. We trust his advised knowing he is backed by Shadforth team of experts. He keeps us up to date with current trends and market.

Matthew O'Halloran has proven to be very effective in his long term advice on my Mothers' portfolio.
His advice and forward planning through her life change from a home owning pensioner to an Aged Care facility resident was effectively conducted.
For this, she, together with her family are very appreciative.

I am very happy having Shadforth manage my Investment. I am kept up to date with what s happening to my Investment and have emails or mail regarding same and I do like the face to face meetings on occasion for discussion and bringing me up to date.

Shadforth ( in current and previous forms) has been advising and helping me for over 25 years. I have been very happy and confident with all the advisors over the years and especially with our current advisor who has been with us for approx 20 years. He is always available to listen to concerns and explain what the ramifications are of the many difficult periods we have been through together..
I would like to take this opportunity to thank him and everyone at Shadforth for giving us peace of mind in many difficult times

Our 20+ year relationship with Mark Spencer in Ballarat has given us expert advice, financial peace of mind and confidence as we have moved through phases of investment through to retirement.

We have felt confident with Shadforth for over 20 years, starting with Kevin Bailey. We trust their advice, it provides us with financial security, keeps us up to date with relevant information.
Kathryn is always available, caring, professional yet friendly. We would not change financial advisors.

My late husband and myself have had our financial advice from Kyoung Walker for many many years and now I am so happy that she is there to advise me as her competence and expertise makes me feel very comfortable about my investments and my future.

Great staff with such a desire to get work done and to make sure you get what you came for.

We have been with Shadforth and their predecessors for many years. We trust their advice and have enjoyed peace of mind and stability in our retirement. We feel well looked after.

Shadforth has been our advisor in some for or another for over 20 years. Advice is relevant and up to date. We have been very satisfied with the fund's performance.

Extremely happy with Campbell Sorell and his professional team that have set me up for a very comfortable life for my retirement.

i have used my advisor Kevin Centra since before my retirement and he has helped me plan my retirement with great success. Great experienced guy and pleased he took me on as a client

Alicia has been looking after me for many years and through my changes in circumstance. She is very knowledgeable and considered in her approach, and I look forward to a return to face to face catch-ups.

From my days of being a client when Kevin Bailey had the company before Shadforth up until now I have never had any reason to be concerned how my portfolio was being managed and its growth potential.