Sheryn Hosking

Sheryn Hosking has been my financial adviser now for approximately 3 years. Initially, I was unaware of what a financial adviser could offer. However Sheryn’s commitment to not only advise, but also to educate meant that I could become involved in any decision making and ultimately feel secure in the course of action taken.

Sheryn took the time to assess my circumstances and, amazingly my personality traits before suggesting an individual strategy that has transformed my portfolio to become more organised and professional. I particularly appreciate the regular reporting and up to date information on my portfolio that Sheryn and Fiducian provide.

Thank you Sheryn for your personal attention, sound advice and understanding of the issues likely to be encountered by women in business.

 Leanne Palmer

I have been fortunate to have Sheryn as my financial advisor for several years.  Initially this was when I was working full time in the Public Service and seeking advice to enable me to achieve financial goals for myself and my children, then through my transition-to-retirement phase and now in semi-retirement (not sure yet if it is time to take the plunge into full retirement).  

 Sheryn walked me through all of my options after I completed a detailed questionnaire to assess my risk profile and my existing and future financial goals.  From the information I provided, Sheryn prepared a detailed report outlining a number of strategies to assist with securing my financial goals and to achieve the lifestyle that I was seeking.   Sheryn was generous with her time and answered my many questions so that I could make informed decisions.

 I was a CSS superannuation contributor and Sheryn gave me detailed, clear advice relating to the complex tax provisions of the scheme and the many changes made to superannuation provisions in recent years.  Sheryn’s informative advice has enabled a flexible superannuation plan for me, that provides for my current financial needs in semi retirement, with children still living at home, that can be changed to provide for salary sacrifice and adjustments to my allocated pension, should I decide to return to work or make any other changes in my lifestyle.

Monica Stephens

 Sheryn has been providing us with financial advice for some years now on a range of issues, including superannuation, redundancy and retirement income. In particular, she has provided advice on salary sacrificing into superannuation, setting up an account-based pension and other retirement planning. We have been grateful for the robust financial advice she has provided over the years, and feel secure that any queries will receive a prompt reply. In addition, Sheryn has always been warm, caring and understanding when we have been dealing with major changes in our lives.

John and Monica Andrew