David Dall - Financial Adviser Adelaide - Shaw and Partners

Shaw and Partners Financial Services is an investment and wealth management firm operating across Australia and New Zealand. It has over $50 billion in assets under advice and is backed by EFG International, a global private banking group managing over $345 billion of assets. The firm has helped clients manage and grow their financial assets for over 35 years.

It acts for individuals, institutions, corporates, charities and family offices. Shaw and Partners' CEO is Earl Evans. EFG International was established in 1995 and operates in over 40 locations worldwide. Shaw and Partners offers wealth management, financial planning, corporate advisory, institutional dealing and investment research.

Enduring client relationships define the experience described at this Adelaide practice, where David Dall has guided individuals and family companies through more than two decades of market cycles. Reviewers often mention portfolios that grew steadily from the mid-2000s onwards, with more than one crediting the guidance received for the ability to leave full-time work in their late fifties or early sixties. Clear explanations of complex investment and superannuation matters are singled out, delivered with patience and without condescension, and time is consistently found for questions.

Freedom from pressure forms a point that comes up often, with recommendations laid out so that decisions rest with the client. Setting up a self-managed superannuation fund ranks among the more significant pieces of work described, alongside the investment of company cash reserves in line with stated objectives. Prompt email replies, regular updates and a willingness to remain through job changes and shifting circumstances are also noted. Both family companies and individual retirees appear among those who have drawn on the service, which is characterised by responsiveness, sound advice and steadiness across the long term, with David Dall himself named again and again.