Launceston firm is on the move

Transcription

Launceston firm is on the move
New-look financial team ready to provide clients with trustworthy advice
Launceston
firm is on
the move
I
larger, more client-friendly
premises in George Street and has
doubled the number of advisory
professionals in the practice.
Shadforth state manager James
Louw said the firm had recently
expanded its services and advisory
solutions to individuals and
institutions in Launceston, based
on the firm’s ethos of best practice
advice.
He said the firm was now able to
deliver advisory solutions and
value to clients with diverse needs
to help them plan for every stage of
their life.
‘‘We have highly qualified
advisory professionals and
specialists that are able to deliver
quality outcomes to our clients,’’
Mr Louw said.
‘‘Our team brings a unique
combination of knowledge and
passion when delivering advice
across such areas as corporate
lending and finance, insurance
and integrated wealth
management including retirement
planning, aged care and estate
planning.
‘‘When delivering these
The team
at Shadforth
offers
clients
flexibility
services.
Shadforth’s
Private
Clienttheir
Advisory
Team:
(From and
Left tailored
to Right)financial
Colin Grant,
Patrick Fagan (Practice Manager), Alister McCrae and Ben Brookes.
services, our national strength
provides the scale to seek out the
best financial and implementation
strategies across the market,
whilst at the same time allowing
us to keep our clients’ needs and
best interests at heart.’’
Mr Louw said the business’
client-centric approach to advice
meant that Shadforth Advisers
first took the time to understand
the specific needs, goals and
aspirations of their private and
institutional clients before
developing a tailored strategy to
help them achieve their goals.
‘‘The foundation of our business
is one of collaboration and
engagement. We partner with our
clients to build customised
solutions tailored to meet our
clients’ unique goals and
objectives,’’ he said.
‘‘We work side-by-side with our
clients to ensure that each step of
the financial decision-making
process is targeted at meeting
their objectives.
‘‘We believe people, above all,
want advice they can trust when it
comes to their finances and that’s
what Shadforth offers.’’
It is due to this partnership
approach to business and advice
that Shadforth has been able to
establish long-term, trusted
relationships with their clients
across Tasmania.
Thanks to their high-quality,
transparent, fee-based advice,
Shadforth has made a meaningful
difference to generations of clients
across Launceston.
If you or your business are
looking for financial advice you
can trust, Shadforth in
Launceston can be found at Level
1, 112-114 George Street.
For more information or to book
a consultation, please phone 6332
9800.
TA1768064
F YOU are looking for trusted
financial advice, the new-look
advisory team at Shadforth in
Launceston should be your first
stop.
Founded in 1924 in Tasmania,
Shadforth enjoys a rich
Tasmanian history and has
provided financial advice to
generations of Tasmanians for
more than 90 years.
While the firm has grown over
the years – and is today recognised
nationally for the quality of its
advice – Shadforth is still able to
offer Launceston clients the
flexibility and tailored financial
solutions a boutique advisory firm
provides.
While Shadforth started out
more than 90 years’ ago as a
stockbroking firm, today it
provides a comprehensive suite of
financial advisory services to
Launceston clients, as well as
traditional stockbroking.
Shadforth remains committed to
the Launceston practice and
region.
The firm recently moved into