Lockton partnership with Shadforth

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LOCKTON PARTNERSHIP WITH SHADFORTH 

September 2017

The financial advice and insurance needs of a modern business are constantly evolving, complex and challenging to navigate. To help our clients’ understand and manage these issues, as well as providing their staff with invaluable personal insurance, cash flow, debt management, and financial solutions, we are very pleased to announce a new strategic partnership with Shadforth Financial Group.

Shadforth is an award winning organisation with a track record of success, providing corporate solutions and employee benefits for cash flow, debt management, financial advice, personal insurances and superannuation. Their client-centric and goals based advice approach in understanding a client’s personal needs and objectives before recommending products or investments, is a key differentiator that attracted Lockton to this partnership. With nearly 150 advisers and specialists nationally and close to $14 billion of funds under advice, Shadforth is one of Australia’s leading financial advisory firms.

We believe Shadforth’s expertise, national reach and cultural alignment with our client centric philosophies will add tangible value and new opportunities to our clients’ and their staff.

Paul Marsden, CEO Lockton Australia, commented “The synergies between our companies, on professional, personal and client levels, simply made good business sense. Combining resources allows us to deliver to our clients the full range of insurance options through some of the most experienced and respected financial advisers and specialists in the country.”

Angus Benbow, CEO Shadforth Financial Group said, “We are looking forward to partnering with Lockton. As specialists in providing business and corporate financial solutions to small to large organisations this partnership brings together two like-minded organisations whose commitment to clients is unparalleled.”

To learn more about Shadforth visit their website at www.sfg.com.au

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