About Cunningham Financial Services
We are a client focused and results driven business, we use the latest technology available and are constantly updating our skills and knowledge. It is our mission to deliver a first class service to all our clients. We provide advice on all aspects of personal and business financial planning. We offer clients peace of mind in the products we use, as we source the markets for the most suitable products. It is important that we create a bond with all our clients, this enhances our referral and repeat business model. All of our clients are confident when referring Cunningham Financial Services to family and friends. Our business advice section is advantageous to all clients as it offers support and direction when required. We are an independent financial services business. We provide a service on a fair analysis basis of the market, all our clients can opt to pay us by means of a fee. Fees and charges are explained on the corresponding page.
How can it serve me?
Financial products offer peace of mind and allow the individual to enjoy day to day life knowing that their financial affairs are in order.
What is financial planning?
Financial Planning is a roadmap for individuals that wish to secure their assets now and create a future that is free from financial worry.
How do I start this process?
Call us today for a personal analysis of your current financial position. No fees will apply as we offer a complimentary consultation to all new clients.
If you are a business owner/self-employed and have any of the following concerns, you should arrange your consultation immediately.
- My profits are heavily taxed,
- My wage bill is enormous,
- Money going out as fast as it comes in,
- Overheads are costly,
- I am dependent on certain individuals,
- What happens if my business partner leaves or dies?
- What happens when I retire from this business?
- Is my business actually making money or just turning money?
- Can I raise capital for investment?
- What are my long term objectives?