Saxon Kirkley
Financial Adviser
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About
Saxon Kirkley is an ASIC-registered financial adviser based in Alexandra Headland, QLD. With a strong foundation in finance, Saxon holds a Bachelor of Commerce from Macquarie University (2021) and a Graduate Diploma of Financial Planning from Kaplan (2023). This educational background equips him with the knowledge and skills to provide comprehensive and tailored financial advice to his clients. Saxon is authorized to provide advice on a range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. He is committed to helping clients achieve their financial goals through personalized strategies and ongoing support. Key services include: • Superannuation advice to help you grow your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to build and preserve your assets • Investment advice tailored to your individual risk profile and goals • Comprehensive financial planning to achieve long-term security Ready to take control of your financial future? Contact Saxon today for a consultation.
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Frequently Asked Questions
What types of financial advice does Saxon Kirkley offer?
Saxon Kirkley provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Saxon Kirkley's qualifications?
Saxon Kirkley holds a Bachelor of Commerce from Macquarie University and a Graduate Diploma of Financial Planning from Kaplan. This education equips him with the knowledge to provide sound financial advice.
How does Saxon Kirkley develop a financial plan for clients?
Saxon Kirkley works closely with each client to understand their individual financial situation, goals, and risk tolerance. He then develops a personalized financial plan that outlines strategies to achieve those goals, providing ongoing support and adjustments as needed.
What should I expect during my initial consultation with Saxon Kirkley?
During your initial consultation, Saxon will discuss your current financial situation, your financial goals, and any concerns you may have. This meeting is an opportunity for you to get to know Saxon and for him to understand your needs, ensuring he can provide the best possible advice.
Does Saxon Kirkley work with self-managed super funds (SMSFs)?
Yes, Saxon Kirkley can provide advice on superannuation, which includes SMSFs. He can help you manage your SMSF effectively and ensure it aligns with your overall financial goals.
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