Grow, Preserve & Protect your Wealth with CFT Advisory Group.

Our qualified and experienced Financial Advisers and Investment Advisers will simplify the complexity of your financial situation by developing a comprehensive strategy for safeguarding and building your wealth. Our service covers a wide range of areas including superannuation, retirement and estate planning, risk insurance and investment advice, so we can create a holistic and integrated solution for every investor.

• Strategic structuring advice
• Retirement planning
• Self managed superannuation funds
• Limited recourse borrowing arrangements
• Superannuation
• Education funding
• Risk advice
• Margin lending
• Early retirement investing

At Shaw and Partners, we are well recognised for our results. Our growth in recent times is a testament to our success. We provide a broad range of corporate advisory and equity capital market services to emerging and medium-sized companies. Unlike large investment banks, our size and agility allows us to react quickly and responsively to client needs and deliver immediate results. Our service offering covers a wide range of advice areas including;

• Equity capital markets & fixed income
• Private equity
• Pre IPO and IPO
• Mergers and acquisitions
• Distribution and aftermarket support

Shaw Managed Accounts - positioned between individually managed portfolios and managed funds. They offer increased levels of control and transparency, agility and tax optimisation.

Asset Class Portfolios

• Shaw Debt Securities Income Portfolio
• Shaw Hybrid Income Portfolio
• Shaw Australian Equity (Large Cap) Income Portfolio
• Shaw Australian equity (Large Cap) Core Portfolio
• Shaw Australian Equity (Large Cap) Growth Portfolio
• Shaw Australian Equity (Small and Mid Cap) Growth Portfolio
• Shaw Liquid Alternatives Portfolio
• Alliance Bernstein Concentrated Global Growth
• Shaw US Future Leaders

Goals Based Portfolios

• Shaw Income goal portfolio
• Shaw balanced income and growth portfolio
• Shaw growth portfolio

Shaw and Partners provides clients and advisers with timely, insightful research and investment strategies aimed at unlocking opportunities. Our experienced in house research team identify and analyse listed companies with high growth potential that are capable of delivering superior investment performance over the medium to long term. Our Analysts generate unique insights to unearth real investment opportunities and their area of expertise covers;

• Fixed income strategies
• International research
• Stock research coverage
• Macroeconomic research articles and Asset Allocation Commentary

Our team can develop philanthropic strategies that enable you to give back to society and make an impact on your community now and over future generations.

Our philanthropic services to our Private Wealth Clients include; 

• Establishment of a Charitable Trust for individuals 
• Develop the right philanthropic investment strategy and mandate to best suit your goals, needs, objectives and the overall impact you wish to give
• Helping you leave a legacy through your will and estate planning structures
• Ensure your Philanthropic Trust is managed in accordance to your wishes and provides perpetuity by helping grow the value and impact of your donation over time
• Financial advice on your tax-effective structure giving 
• Helping source and find the right charitable cause or program that best matches your passions and values
• Connecting you and informing all the latest Fundraising, information and donor volunteer opportunities for the charitable causes that are close to your heart 
• Introducing you to like minded charitable people at our regular philanthropic events