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