How We Differ
Established in 1989, Sage has gone through decades of market growth, decline, and uncertainty yet despite it all, we're still...
"WA's leading financial planning practice"
We have been awarded the
Charter ‘Leaders Practice' designation
We've also received the Annual Best Practice Accreditation for
"Outstanding delivery of professional standards for service, business management, technical knowledge, compliance, education and financial advice"
But what does all that mean for you? Apart from providing peace of mind, confidence, and credibility, it offers proof that our unique 'Retire Well' offering, adds value to help you achieve an optimal retirement.
How We Can Help You
Proudly different from other financial planners in Perth, we focus on people, not products and as specialist retirement planners, our priority is not only on structuring, growing and managing your wealth. We also place great emphasis on your emotional readiness for retirement and overall life satisfaction.
We often get asked "When can I retire?", "Have I got enough money to retire?" or "Can I afford early retirement?" These are all valid questions and we're here to help. But it is also important to think about your purpose in retirement, how you will spend your days and even whether you really want to retire. By taking a deep dive into these pertinent questions, we can help you live a more fulfilled and meaningful retirement.
Our approach is straightforward, honest and holistic. During initial consultations, we take the time to get to know you and your goals and concerns surrounding retirement. Everyone approaches retirement in their own individual way and therefore, our bespoke retirement planning advice is designed to meet your personal and financial circumstances.
Using data and analytics, smart-technology and talent, we create flexible, retirement strategies to keep you on track to achieve your future wealth goals.
You should feel confident that your hard-earned money will go further allowing you to live well in retirement, and now you can.
Your Team Of Experts
Our aim is to understand you and get to know YOUR story so we can help you optimise your retirement wealth. You will receive bespoke, valuable financial planning advice and retirement strategies that meets your unique goals and circumstances.
Here at Sage, we're large enough to be flexible, yet small enough to care. We have over 20 staff and 7 retirement experts including self-managed super fund specialists para-planners and client services, all providing exceptional financial expertise. As industry leaders in retirement planning, Sage has access to increased professional opportunities for all our financial advisers and staff. We're smart with your money and you will be kept informed and updated every step of the way.
Working in partnership with you, your financial adviser will take your unique needs, goals and aspirations to curate a personalised and progressive Sage 'Retire Well' Plan. Using state-of-the-art technology, we can determine how long your money will last in retirement and design a growth and preservation strategy.
