What our clients say

Roslyn has always been very approachable and reliable. She is interested in hearing what we think, and responds promptly to our requests and queries. Her knowledge and service go above and beyond what we were initially expecting.
Our work with Saxby Cunningham has been
a beneficial partnership
so far and we are sure it will continue to be so
in the future.

Frank & Lorraine Shirriff

General advice is on financial products but does not take into account your personal circumstances. Personal advice takes into consideration your personal objectives, financial situation and needs.

The six-step financial planning process

When developing a financial plan for you, known as a Statement of Advice (SOA), we will follow a structured process to help understand your needs and recommend an appropriate strategy. The six-step financial planning process is as follows:

1. Gather your information
2. Identify your goals
3. Identify your financial issues
4. Prepare your plan (called a Statement of Advice)
5. Implement the recommendations based on your plan
6. Review plan at regular intervals and revise when circumstances change