I recall from a young age a strong emphasis placed on the importance of family, education and hard work and am forever grateful for the opportunities that my family worked hard to provide. I excelled at school and was fortunate enough to receive a bursary to study accounting at university. My uncle, a retired adviser, encouraged me to enrol in a double major studying accounting and financial planning, and here my passion for enriching and enhancing client’s financial wellbeing began.
My career in Finance has spanned some 15 years, including 5 years in business development. This opportunity opened my eyes to the varying levels of client care, service and integrity offered by various advice businesses. My passion remained working directly with the client, to serve them and to provide them with the knowledge and power needed to make smarter financial decisions.
Having begun my own family, I now feel a greater sense of purpose and a strong sense of what success looks like. My position as Private Wealth Adviser gives me the opportunity to coach my clients through the construction and achievement of their goals, collaborating to navigate the most vulnerable times in their lives. This is my passion and an incredible privilege.
CLIENTS I WORK WITH
I work mostly with professional women guiding them through the process of understanding and articulating their financial and lifestyle goals, and how they can be achieved. My approach in the provision of advice is centered around education and coaching. Working with my clients in this way provides them with the confidence of knowing what their aspirations are, an awareness of how they are tracking towards achieving them, and an understanding of what their options might be throughout this journey.
I also work with executives at the peak of their professional careers and earnings capability. When dealing with couples with this profile, I initially seek to understand and help them recognise their values and goals, I then examine their cash flow requirements both now and into the future. This process of sophisticated modelling cash flow provides clients with more certainty and confidence that they will achieve their short, medium and long-term goals.
Rhiannan made the process of obtaining financial advice very easy and efficient. Having not had advice before I didn't know what to expect or if I was going to be able to process and understand all the information provided. Rhiannan went through all aspects in just the right amount of detail without glossing over or providing too much that it became mind numbing. She quickly picked up on sections I was more interested in or didn't quite understand and took the time to explain further. She put together a few different graphs based on different scenarios and explained them without any jargon. I feel very confident now in the financial decisions being made are the correct ones and if there needs to be any changes made I won't hesitate to talk to her.
Rhiannan is professional in all advice that she gives us. She talks in language we understand. I find it easy to follow her advice, and feel that she understands our needs, and provides the right advice for our circumstances. She is a pleasure to deal with - nothing is ever too much trouble for her. I would be lost without her!!!
I am single, self employed and in my sixties.I was beginning to worry about my financial situation. My financial situation was stagnant, until I met Rhiannan she was just amazing so patient, polite and genuinely cared about my situation. She took her time which I thought was the key! There was no rushing, she meticulously worked through all options step by step nothing was too much trouble she explained in detail what could be achieved, instantly there was a sense of relief a weight off my shoulders.
Rhiannan also insisted we catch up after 12 months to review and re-access my situation, I was astounded how my finances have grown and it seemed so easy. I would not hesitate to recommend Rhiannan for all your financial advice.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Certified Financial Planner (CFP)
Shadforth Financial GroupLevel 13, 240 Queen Street
Brisbane, QLD 4000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Shadforth Financial Group